- OEC Group (Queens, NY)
- …increase Brokerage sales by joining sales calls and educating customers on Brokerage operations . + Creating and developing new ideas, systems and procedures ... knowledge of harmonized Tariff, CROSS, US Customs Regulations. + Customs Brokerage License required. + Associate 's degree preferred. Salary $80,000-$100,000… more
- JPMorgan Chase (Chicago, IL)
- …expand your knowledge, skills, and abilities in the margining space. Client Services Associate will serve as the daily contact for clients and internal partners for ... priority relationships while driving business results. As a **Margin & Collateral Senior Associate ** in the Margins team, you will serve as the day-to-day contact… more
- Wells Fargo (Charlotte, NC)
- …begins with you. **About this role:** Wells Fargo is seeking an Institutional Investment Operations Associate within our Client Data and Onboarding team as part ... Patriot Act, SEC, CFTC and FINRA regulations + Account management experience + Brokerage operations experience + BSA/AML experience + Sound customer service… more
- Broadridge Financial Solutions (Denver, CO)
- …along the way, come join the Broadridge team. Broadridge is growing! We are seeking an Operations Associate to join our team. In this role you will work closely ... related discipline. + One year of financial services experience, preferably in the brokerage or mutual fund industry. + Series 6 or 7 license preferred. Compensation… more
- WTW (Detroit, MI)
- **Description** As a Senior Associate , you will support the Custom Care Management Unit (CCMU) team in the management of key operations activities. CCMU is a ... and welfare or health management plan design/management in a consulting, brokerage , or carrier/vendor environment. + Proven ability to manage multiple projects… more
- Anywhere Real Estate (Brooklyn, NY)
- …announce a new leasing project in Downtown Brooklyn. We are in search of a Leasing Associate who plays a vital role in the success of real estate operations and ... the Leasing Director daily + Develop relationships with local brokerage firms to increase outside brokerage activity...Requirements: + Valid NYS Real Estate Salesperson or NYS Associate Broker License required + Experience in the rental… more
- Regions Bank (Hoover, AL)
- …the careers section of the system. **Job Description:** At Regions, the Investment Operations Manager plays a critical role in overseeing day-to-day operations ... + Leads recruitment, onboarding, and training initiatives to build a high-performing brokerage team + Provides guidance and development opportunities to team members… more
- US Bank (Franklin, TN)
- …65/66)** - Experience with the policies, processes and procedures of the brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ... clients, leads, and prospects - Prior sales and service experience relating to Brokerage and Investment Advisory business is preferred - Proven understanding of … more
- JPMorgan Chase (Newark, DE)
- …the investment manager would accrue CSA credits and use them to pay eligible research/ brokerage providers. The team is recruiting an associate who will have ... Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our...this role. The right candidate will preferably have an operations background, strong analytical skills, and needs to be… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery ... Associate II within JPMorganChase, you will play a pivotal...daily interaction with Sales Traders, Clients, Service Providers and Operations Staff in order to maintain and improve client… more
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