Brokerage Client Assistant

Job Description: Support Brokerage Client Support; proactively seek ways to improve processes. Perform moderately complex client support tasks. Receive direction from supervisor and escalate non-routine questions. Interact with client personnel on a range of information. Required Qualifications: 2+ years of Brokerage and Client Services support...

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...

**Acrisure LLC** **Employee Benefits Client Service Representative (Ahern Insurance Brokerage)** **Ahern Insurance Brokerage - San Diego, CA - Full Time** Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 600 locations across the US and continue to grow every month. To fuel...

Brokerage Account Specialist - MUST HAVE Current Series 7 LicenseAre you a customer service champion with a passion for helping people?Do you have a strong understanding of financial markets and regulatory requirements?If so, we want to hear from you! OUR CLIENT is seeking 10 motivated individuals to join our team in San Antonio, TX as Brokerage Account...

Brokerage Account Specialist - MUST HAVE Current Series 7 License Are you a customer service champion with a passion for helping people? Do you have a strong understanding of financial markets and regulatory requirements? If so, we want to hear from you! OUR CLIENT is seeking 10 motivated individuals to join our team in San Antonio, TX as Brokerage Account...

**Customer Service Representative - Customs Brokerage** * 1470 Exposition Way, San Diego, CA 92154, USA * Full-time **Company Description** Were not in the shipping business; were in the information business -Peter Rose, Expeditors Founder Global supply chain management is what we do, but at the heart of Expeditors you will find professionalism, leadership,...

**Brokerage Sales Manager** at FlyHomes San Diego, CA We offer brokerage, mortgage and closing servicesall under one roofto ensure our clients have an amazing experience from the moment they start to work with us, to the moment they move in, and beyond. Real estate, mortgage and technology are what we do, but people are at the core of our mission. Thats...

JOIN THE TEAM Job Title: Social Media Manager Company: Barajas Brokerage Location: Rio Grande Valley (Texas) Job Type: Part-time (Potential To Move To Full-time) About Us: Barajas Brokerage is a dynamic and innovative life and health insurance agency dedicated to providing personalized insurance solutions to our clients. With a focus on customer satisfaction...

**Brokerage Sales Manager** at FlyHomes San Diego, CA We offer brokerage, mortgage and closing servicesall under one roofto ensure our clients have an amazing experience from the moment they start to work with us, to the moment they move in, and beyond. Real estate, mortgage and technology are what we do, but people are at the core of our mission. Thats...

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...

**Brokerage Sales Manager** at FlyHomes San Mateo, Bay Area, CA We offer brokerage, mortgage and closing servicesall under one roofto ensure our clients have an amazing experience from the moment they start to work with us, to the moment they move in, and beyond. Real estate, mortgage and technology are what we do, but people are at the core of our mission....

**Brokerage Sales Manager** at FlyHomes San Mateo, Bay Area, CA We offer brokerage, mortgage and closing servicesall under one roofto ensure our clients have an amazing experience from the moment they start to work with us, to the moment they move in, and beyond. Real estate, mortgage and technology are what we do, but people are at the core of our mission....

Job Description Job Description Client Service Specialist Wealth Management Firm San Francisco, California (hybrid) Growing wealth management firm seeks a full-time, experienced Client Service Specialist. This position is based out of their San Francisco office. The ideal candidate has at least three years of relevant industry experience, is organized and...

Privately-owned boutique asset manager with U.S. small/mid-cap equity mutual funds seeks entrepreneurial-minded Client Service professional to join team focused on RFPs/DDQs and creating marketing presentations. This role is in-office five days/week.Responsibilities:Analyze/present/report on performance/attribution/strategy data for company investment...

About the RoleAt Resource, our mission is to unlock potential for our clients. As a tenant-only focused boutique commercial real estate firm, we blend the operational experience of our consulting team with the specialized knowledge of our tenant advisory team to offer comprehensive support. We consider ourselves an extension of our client's teams, helping...

Be responsible for reviewing all compliance systems and reporting as required for the assigned branches within the Market and be able to report the findings to the Market Administration Management on a daily basis. Work with the Market Administration Client Relations, Relationship, Specialist, Brokerage, Compliance, Management, Banking, Business Services

Job DescriptionJob DescriptionClient Service SpecialistWealth Management FirmSan Francisco, California (hybrid)Growing wealth management firm seeks a full-time, experienced Client Service Specialist. This position is based out of their San Francisco office. The ideal candidate has at least three years of relevant industry experience, is organized and...

Are you a compassionate caregiver looking for an opportunity to provide essential support and assistance? We are seeking a dedicated individual to join our team and provide care for our client.Responsibilities:• On a nice day, accompany our client for outdoor walks or use a wheelchair for mobility.• Drive the client to doctor appointments.• Engage in...

SummaryThe Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members. In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned...

The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business...