Brokerage Client Service Representative

ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.1. Provide service support via phone to self-directed brokerage clients as well as Financial Advisor assigned account...

Overview: This position provides operational and trading support to financial planning associates and clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion....

Role: Brokerage CoordinatorLocation: Raleigh, NCType: Contract to HireOverview: Are you a highly motivated and organized individual who thrives in a fast-paced team environment? Do you enjoy providing exceptional support and contributing to the success of others? If so, then this Brokerage Coordinator role at [Company Name] might be the perfect fit for you!...

Job DescriptionJob DescriptionRole: Brokerage CoordinatorLocation: Raleigh, NCType: Contract to HireOverview:Are you a highly motivated and organized individual who thrives in a fast-paced team environment? Do you enjoy providing exceptional support and contributing to the success of others? If so, then this Brokerage Coordinator role at [Company Name] might...

ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research...

Overview: This position provides operational and trading support to financial planning associates and clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion....

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Representative, Service, Hospital, Client, Animal Care, Retail, Skills

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Customer Service Specialist 2 in Charlotte, NC (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around...

Outstanding long-term contract opportunity A well-known Financial Services Company is looking for a Customer Service Specialist 2 in Charlotte, NC (Hybrid).Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package Our client has been around for...

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Brokerage Operation Specialist in Charlotte, NC (Hybrid).Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefits package! Our client has been around...

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Brokerage Operation Specialist in Charlotte, NC (Hybrid).Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefits package! Our client has been around...

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Brokerage Operation Specialist in Charlotte, NC (Hybrid).Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefits package! Our client has been around...

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Brokerage Operation Specialist in Charlotte, NC (Hybrid). The following information provides an overview of the skills, qualities, and qualifications needed for this role. Work with the brightest minds at one of the largest financial institutions in the...

AN EQUAL OPPORTUNITY AFFIRMATIVE ACTION EMPLOYER Job Summary: The Brokerage Branch Manager will create a first in class customer and carrier facing environment within a local office for the advancement of Cardinal Logistics in the transportation industry. As a Branch Manager, your primary focus is the development, and management of all branch strategy and...

Job DescriptionJob DescriptionJob Title: Client Representative Company Overview:Join our passionate team dedicated to making a difference! We are a leading fundraising company committed to supporting non-profit organizations in achieving their missions. Our client representatives play a pivotal role in connecting donors with causes they care about,...

Job DescriptionJob DescriptionAN EQUAL OPPORTUNITY AFFIRMATIVE ACTION EMPLOYERJob Summary:The Brokerage Branch Manager will create a first in class customer and carrier facing environment within a local office for the advancement of Cardinal Logistics in the transportation industry. As a Branch Manager, your primary focus is the development, and management...

AN EQUAL OPPORTUNITY AFFIRMATIVE ACTION EMPLOYERJob Summary:The Brokerage Branch Manager will create a first in class customer and carrier facing environment within a local office for the advancement of Cardinal Logistics in the transportation industry. As a Branch Manager, your primary focus is the development, and management of all branch strategy and...

AN EQUAL OPPORTUNITY AFFIRMATIVE ACTION EMPLOYER Job Summary: The Brokerage Branch Manager will create a first in class customer and carrier facing environment within a local office for the advancement of Cardinal Logistics in the transportation industry. As a Branch Manager, your primary focus is the development, and management of all branch strategy and...

Client Service Representative - Competitive Pay!!! and Great Benefits Package!!! We are seeking an experienced Client Service Representative to join our teamat VCA Continental Boarding & Doggie Daycare in Charlotte, NC. We take our mission statement Client Service, Representative, Daycare, Service, Animal Care, Retail, Client

We are in search of dynamic and ambitious candidates who possess exceptional interpersonal skills to join our uniquely individualistic team. If you're enthusiastic, competitive, and enjoy engaging with people, we want to connect with you! As a Client Representative, you will play a pivotal role in delivering top-notch customer service and establishing new...