- US Bank (Milwaukee, WI)
- …telephone inquiries from existing shareholders, institutional clients, and broker /dealers regarding transaction requests and specific account information. Analyzes ... dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability...the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also… more
- Truist (Charlotte, NC)
- …and managerial functions that are routinely associated with those of a retail broker /dealer and RIA. **Essential Duties and Responsibilities** + Manage a team of 4 ... 63&65 can be used in lieu of Series 66) Life/Health and Variable Insurance Licensing + 7 years related retail brokerage and/or investment advisory experience with… more
- TEKsystems (Charlotte, NC)
- …or other operational processes. Skills FINRA, administrative support, Smartsheet, RIA, Broker Dealer, excel, Additional Skills & Qualifications * Client interaction ... * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and… more
- Merck (Omaha, NE)
- …of experience in Trade Compliance required. + Trade related certificate required. Customs Broker License a plus. + Minimum of five (5) years logistics experience in ... Available benefits include medical, dental, vision healthcare and other insurance benefits (for employee and family), retirement benefits, including 401(k),… more
- Regions Bank (Birmingham, AL)
- …and self-motivation **Additional Preferences** + Prior compliance experience in banking, broker -dealer in a lead or oversight position. + Marketing and advertising ... Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program… more
- AltaGas (Vienna, VA)
- …procedures and reports discrepancies to supervisory staff. * Audits monthly broker and sales rep commission statements for accurate contract/account statuses while ... and skills. In addition, we provide a comprehensive benefits package including health insurance , retirement plans, and paid time off. The Company values diversity in… more
- The Hartford (Hartford, CT)
- …- ON08FE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every ... employees. The role is customer facing and may require occasional travel to customer/ broker finalist and kick off meetings. * Project managing the implementation of… more
- WTW (Greenville, SC)
- …with other relevant online tools + Must achieve and maintain an active insurance broker 's P&C license, and complete various continuing education activities as ... functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The… more
- Travelers Insurance Company (Milwaukee, WI)
- …Business Partners, and helping identify needs for Technical Training of Regional Specialist Consultants (RSCs), and Staff in assigned territory. This job serves as ... a mentor to others. As a Senior Risk Control Specialist , has the ability to handle the most complex...and service teams assigned to business units, with the broker /agent community, with Claim, with other Risk Control staff,… more
- Travelers Insurance Company (Braintree, MA)
- …Business Partners, and helping identify needs for Technical Training of Regional Specialist Consultants (RSCs), and Staff in assigned territory. This job serves as ... not manage others. **What Will You Do?** + Conducts specialist Risk Assessment surveys at applicant or written client...and service teams assigned to business units, with the broker /agent community, with Claim, with other Risk Control staff,… more