- Cushman & Wakefield (Boston, MA)
- **Job Title** Brokerage Specialist **Job Description Summary** We are seeking a Brokerage Specialist to support a market leading team of Brokers at a top ... skills, and the ability to multi-task in a fast-paced environment. The Brokerage Specialist will be trained and developed to become highly proficient with… more
- Charles Schwab (Framingham, MA)
- …status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer ... to build and maintain good cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client accounts + May be asked… more
- WTW (Boston, MA)
- …vendor procurement strategy, negotiation, implementation, and optimization activities + Engaging specialist resources and subject matter experts to solve for client ... design/management of complex health and welfare plans gained in a consulting or brokerage environment + Proven ability to generate revenue + Track record of success… more
- Santander US (Boston, MA)
- …fiduciary obligations for HNW clients. + Conduct risk assessments of advisory, brokerage , and discretionary accounts to identify emerging fiduciary risks. + Provide ... and senior management. **Certifications:** + Certified Fiduciary & Investment Risk Specialist (CFIRS) - Preferred. + Chartered Financial Analyst (CFA) - Preferred.… more
- WTW (Boston, MA)
- …benefit plan analysis, design, cost savings and funding strategies + Engaging specialist resources and subject matter experts in health management, absence and ... in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier… more