- CRC Insurance Services, Inc. (TX)
- …Monitor accounts to ensure compliance with the firm's policies and procedures. 6. Assist broker to meet or exceed production goals as assigned by CRC. 7. Maintain ... every aspect of teammates' well-being - physical, emotional, financial, social, and professional . Our best-in-class benefits program is designed to care for the… more
- CRC Insurance Services, Inc. (TX)
- …Executive as appropriate with assistance in closing new cases and adding product lines as needed. + Assisting agents/brokers in presenting our products to clients by ... joining client/ broker calls as needed. + Organize and send Request...HS Diploma or GED equivalent (required) + 2+ years professional experience in a related selling or telemarketing environment… more
- Charles Schwab (Westlake, TX)
- …firm. We are currently offering the opportunity for dynamic and engaging compliance professional to join our Compliance Trade Surveillance Team as a Senior Manager, ... years of experience within financial services with a general understanding of broker -dealer, financial holding company, bank, and investment advisory businesses + 5… more
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