- Kestra Financial (Raleigh, NC)
- …keeping adheres to compliance standards + Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance + Process, ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None Knowledge, Skills, and/or… more
- TD Bank (New York, NY)
- …+ Be the main point of contact for Infrastructure and other Dealer and enterprise stakeholders for program and initiative prioritization, including product roadmaps ... and simplifying global distribution channels. + Work with partners across the Dealer , including support and control functions, to assess the impact to business… more
- TEKsystems (Auburn Hills, MI)
- Description A small number of customers may contact organizations senior leadership, including members of the Board of Directors (BOD), Top Executive Team or the ... the case to resolution * Work with the organizations dealer network to find a solution * Escalate to...handling * Ability to build relationships and collaborate with dealer personnel and internal stakeholders * Ability to work… more
- Charles Schwab (Westlake, TX)
- …the complex regulatory framework in which the Schwab operates, and the broker- dealer and financial services industry generally. Lead, direct, assist, and support ... inquiries matters includes a remarkable variety, including those based in broker- dealer , bank, and securities laws and regulations. + **Having fun:** Culture… more
- Caterpillar, Inc. (Cary, NC)
- …to help our customers build a better, more sustainable world. **Job Summary:** The Senior Digital Operations Support Analyst will work as a member of the Product ... include coordinating with internal Development teams and with Dealers, investigation of dealer feedback, and communication with dealers on issues submitted. + Stay… more
- MAPFRE Insurance (Albuquerque, NM)
- …belong to a different department. Log when necessary for follow up. + Process dealer OOB notification forms. + Address updates. Make sure W9 is complete and forward ... to effectively communicate with customers, both internally and externally, agents, clients, dealer + Strong organizational skills including the ability to ensure the… more
- Access Dubuque (Dubuque, IA)
- …basic diagnostics, service repairs and maintenance work on customer and/or dealer -owned consumer products such as lawnmowers, snowblowers, John Deere Gators and ... from the Service Manager, Service Location Manager, Shop Foreman or senior technicians. **Responsibilities:** + Performs basic diagnostics and repairs on consumer… more
- Percepta (Dearborn, MI)
- …+ Ability to maneuver through various systems to provide the dealer /customer with prompt, courteous, and accurate information including: + Accurately respond ... report all concerns regarding the program to the appropriate Senior Business Analyst, Team Leader, or Manager. + Meet...Ability to maneuver through various systems to provide the dealer with accurate information. + Displays professionalism and a… more
- Ally (Sacramento, CA)
- …with Ally Insurance account teams including the Sales teams, Director of Sales, Senior Director of Sales (SDOS), and all other Ally field personnel in identifying ... Management (ARM) etc. * Property & Casualty Insurance experience, auto or dealer financial services industry knowledge, sales training experience and experience in… more
- Mizuho Corporate Bank (New York, NY)
- …electronic and program trading, equity research, sales, trading mandates, markets conduct, swap dealer and security-based swap dealer as well as Volcker rule). ... ability to interact directly with supervisory authorities, audit committees, and senior audit leadership including metrics reporting to such parties. + Demonstrates… more