brokerage client assistant

Randstad Strategic Accounts is looking for a business professional with a knowledge and proficiency working in the banking industry. We have a role that we are looking to fill for a contract position with a top tier bank in the financial industry.If you are interested in becoming part of a team where you can contribute to drive both personal and...

Job Title: Series 7 Brokerage Client Associate (Must have active series 7 license) Duration: 6 Month contract; chance to extend/convert to full time. Locations: Salt Lake City, UT and Saint Louis MO - (HYBRID) 30 days of onsite training- 5 days on/ 5 days remote after training is complete Pay: 30-33/hr. Shift: M-F 7am to 6pm Industry: Financial...

Job TitleClient AccountantJob Description SummaryResponsible for the performance of cash and accrual management functions, general ledger accounting, and financial reporting. Use established accounting principles to work under limited supervision and to consistently produce a high quality and accurate work product.Job DescriptionJob Description: Perform Full...

Senior Securities Operations RepresentativeSt. Louis, MOContract - 3 months, possibility to extend3 days in office MANDATORY / 2 days remote - Parking is provided. $25/hr W2 6 months min experience in Operations with Financial, Securities, Investment or Brokerage experience, especially brokerage processing Financial operations experience is good, security...

Job Summary: Candidates for this position will be working with customers to address brokerage complaints.Required Skills: Series 7 required MUST BE ACTIVE (or within 2 year window so it may be reactivated quickly) Brokerage operations experience Customer service experience Microsoft Products Strong Verbal/ written communication SkillsPreferred skills: 2+...

Contract Duration: 6 Months Required Skills & Experience2+ years of operations, administrative or business support experienceMS Outlook, Excel and TeamsExcellent Written/Verbal Communication skillsDesired Skills & ExperienceUnclaimed property experience a plusWhat You Will Be DoingIn this role, you will Support Business Execution; proactively seek ways to...

Company Description At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve...

Client Services Consultant II Location(s) Posting Location:Aurora, Illinois Posting Location:Dallas, Texas Posting Location:Houston, Texas Posting Location:St Louis, Missouri Country United States Working Schedule Full-Time Work Arrangement Hybrid Travel Required 10% Relocation Assistance Available No Posted Date 02-May-2024 Job ID 2509 Description and...

Seeking a Client Services Coordinator with a strong customer support background and excellent communication skills for a growing company in Creve Coeur This role requires being detail oriented and a quick learner while maintaining a top notch customer service mindset. Experience working in a CRM or Inventory Management system is highly preferred. Contract to...

Seeking a Client Services Coordinator with a strong customer support background and excellent communication skills for a growing company in Creve Coeur This role requires being detail oriented and a quick learner while maintaining a top notch customer service mindset. Experience working in a CRM or Inventory Management system is highly preferred. Contract to...

The job profile for this position is Client Account Support Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...

The job profile for this position is Client Account Support Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...

The job profile for this position is Client Account Support Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...

The job profile for this position is Client Account Support Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...

Job PurposeThe PBM Operations Commercial New Client Implementation team is a group of client account support professionals responsible for successfully managing and delivering strategic implementation projects while driving client/customer focused problem resolution and influencing/leading process improvement.As an Implementation Manager on the Commercial...

Job PurposeThe PBM Operations Commercial New Client Implementation team is a group of client account support professionals responsible for successfully managing and delivering strategic implementation projects while driving client/customer focused problem resolution and influencing/leading process improvement.As an Implementation Manager on the Commercial...

Responsibilities: The Senior Managing Counsel for Client Services (Senior Managing Counsel) position will provide strategic legal advice and lead a team of attorneys providing counsel to Sales and Account staff on a variety of legal matters, including go-to-market strategy for new solutions, modifications or enhancements to existing solutions, client...

The job profile for this position is Client Account Support Senior Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you...

The job profile for this position is Client Account Support Senior Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you...

Our Greyling team is hiring an Account Manager Greyling a division of EPIC, is a specialty insurance brokerage and risk consulting firm dedicated to serving architects, engineers, contractors, environmental service firms and law firms. Greyling | EPIC combined have a depth of industry expertise across key lines of insurance, including risk management,...