- Realtor (Phoenix, AZ)
- …for a talented individual to join our team in the role of Digital Sales Consultant Associate , which is a unique and exciting inside sales role. As a member of this ... (https://www.realtor.com/marketing/real-estate-lead-generation/connections-plus/) . Our solution provides real estate agents and brokers with real time buyer leads. We're interested in… more
- AON (Bannockburn, IL)
- Aon is looking for an Associate Director-Client Services Unit-Private Equity in Bannockburn, IL This is a hybrid role working from our Bannockburn, IL office 1-2 ... within Aon Business Services in Bannockburn, IL. As an Associate Director, you will report directly to the Director...specialist for status on large overdue financial items from Brokers , Account Executives and/or Account Specialists and report on… more
- Neuberger Berman (New York, NY)
- The broker -dealer channel is responsible for the distribution of mutual funds, separately managed accounts and alternative investments to wirehouses, regional ... broker dealers and independent broker dealers. This role is responsible for supporting the BD National Accounts Research Director in their efforts to grow and… more
- Citigroup (Tampa, FL)
- …processes of intake/assignment/close out of investment complaints for a retail broker dealer/RIA and insurance agency business; coordination of the day-to-day ... activities of the complaint intake function for Citi's broker -dealer, Citigroup Global Markets ("CGMI"); assistance with the creation of control reporting of data… more
- Zurich NA (New York, NY)
- …manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to ... meet with our agents and brokers and be in the office/market three days per...organization's appetite, balanced with sound business opportunity. + Making agent/ broker /customer and on-sight calls with a planned and well-prepared… more
- Kestra Financial (Raleigh, NC)
- …Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial ... work toward creating the life they envision. Who We Want: The client service associate plays a critical role in the back-office functioning of our firm. With… more
- Excellus BlueCross BlueShield (Dewitt, NY)
- …Accountabilities: Client Team * Serves as a point of contact for clients and brokers in relation to the day-to-day operational tasks including, but not limited to, ... responding to client and broker inquiries/requests; scheduling, facilitating, and delivering client reporting; processing...resolution of inquiries and adjustments on behalf of clients, brokers or carriers. * Assists in resolution of escalated… more
- Charles Schwab (Phoenix, AZ)
- …participant level rollovers between various retirement products, in addition to mass broker -to- broker transfers in-kind. The team enters and reconciles these ... reporting. As an entry level position on the team, the Trading Operations Associate will be tasked with learning various processes within the team and support… more
- SMBC (Jersey City, NJ)
- …portfolio of benefits to its employees. **Role Description** SMBC is seeking an Associate position to work in the Bank Accounting Department located in Jersey City, ... will be responsible for SMBC Nikko Securities America, Inc, a registered broker dealer, which provides intvestment securities and other financial services to… more
- CoStar Realty Information, Inc. (Richmond, VA)
- Associate Research Consultant - Bilingual French English Job Description **Company Intro** CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and ... stores, warehouses, and manufacturing facilities. CoStar Group is seeking an Associate Research Consultant (Field Leads) to join our growing research organization.… more