Financial Services Associate
2 weeks ago
Financial Services Associate - Brokerage
Onsite – Tampa, FL
12-month Contract (W2), Weekly Pay (40 hours/week)
Desired Start Date: 5/1/2024
Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services company. You will be responsible for the following components:
Job Description:
- Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks.
- Identify ways to improve Brokerage Client Support processes and offer Brokerage Client Support work group ideas.
- Perform moderately complex administrative and operational tasks within Brokerage Client Support functional area.
- Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues.
- Establish and maintain files to meet the firms regulatory requirements.
- Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships.
- Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions.
- Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers.
Qualifications:
- 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
-
Financial Advisor/Client Services Associate
3 days ago
Tampa, United States Transamerica Financial Services Full timeJob Description Job Description Job description Position Overview: We are looking for individuals who are self-starters and aspire to build a successful career in the finance industry. This fully remote, commission-based opportunity is perfect for entrepreneurial-minded candidates with no prior experience. We provide in-depth training and mentorship to help...
-
Financial Services Associate
1 week ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - Brokerage Onsite – Tampa, FL 12-month Contract (W2), Weekly Pay (40 hours/week) Desired Start Date: 5/1/2024 You could be just the right applicant for this job Read all associated information and make sure to apply. Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services...
-
Financial Services Associate
1 month ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - BrokerageOnsite – Tampa, FL12-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/1/2024Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Support Financial Advisory team and their...
-
Financial Services Associate
1 month ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - BrokerageOnsite – Tampa, FL12-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/1/2024Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Support Financial Advisory team and their...
-
Financial Services Associate
1 week ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - Brokerage Onsite Tampa, FL 12-month Contract (W2), Weekly Pay (40 hours/week) Desired Start Date: 5/1/2024 Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services company. You will be responsible for the following components: Job Description: Support Financial Advisory team and...
-
Client Service Associate
4 days ago
Tampa, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values...
-
Financial Advisor
2 weeks ago
Tampa, United States OMNI Financial Services Full time(Local candidates only) - Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct information.Who We Are:Omni Financial Services is an...
-
Financial Advisor
3 weeks ago
Tampa, United States OMNI Financial Services Full time(Local candidates only) - Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct information.Who We Are:Omni Financial Services is an...
-
Client Service Associate
4 days ago
Tampa, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...
-
Financial Advisor
3 weeks ago
Tampa, United States OMNI Financial Services (CO) Full time(Local candidates only) - Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct information. Who We Are: Omni Financial Services is an...
-
Financial Advisory Manager
3 days ago
Tampa, United States Guidant Financial Full time**This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA** **The wage for this position is between $110,000 - $120,000 annually** Are you excited by the thought of helping entrepreneurs across the country realize their...
-
Marketing Associate
3 days ago
Tampa, United States Kopernik Global Investors Full timeKopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. Summary: The position is based in Tampa, Florida, and...
-
Marketing Associate
2 days ago
Tampa, United States Kopernik Global Investors Full timeKopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. Summary: The position is based in Tampa, Florida, and...
-
Marketing Associate
2 days ago
Tampa, United States Kopernik Global Investors Full timeKopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. Summary: The position is based in Tampa, Florida, and...
-
Financial Services Associate/Manager Trainee
5 days ago
Tampa, United States Amscot Full timeCareer Description We are hiring for full-time candidates with fast food, restaurant, and retail or hospitality experience! This is a great opportunity for a career in financial services and chance to rise to a high level management position quickly with hands on, in depth training provided to you with support from our experienced leaders. Start...
-
Associate Wealth Advisor
3 days ago
Tampa, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...
-
Marketing Associate
4 days ago
Tampa, United States Kopernik Global Investors, LLC Full timeKopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. Summary:The position is based in Tampa, Florida, and...
-
Marketing Associate
5 days ago
Tampa, United States Kopernik Global Investors, LLC Full timeKopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. Summary:The position is based in Tampa, Florida, and...
-
Senior Financial Analyst
1 day ago
Tampa, United States Creative Financial Staffing Full timeSenior Financial Analyst Overview: Our client is a publicly traded, provider of diverse healthcare services and solutions for community hospitals, clinics, and post-acute care facilities is seeking a Senior Financial Analyst who will act as a Business Partner and will be at the forefront of the company's financial strategy and decision-making process. Work...
-
Senior Financial Analyst
3 weeks ago
Tampa, United States Creative Financial Staffing Full timeSenior Financial Analyst Overview: Our client is a publicly traded, provider of diverse healthcare services and solutions for community hospitals, clinics, and post-acute care facilities is seeking a Senior Financial Analyst who will act as a Business Partner and will be at the forefront of the companys financial strategy and decision-making process. Work...