Registered Brokerage Service Assistant

Overview: This position provides operational and trading support to Financial Advisors and their 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....

Overview This position provides operational and trading support to Financial Advisors and their 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....

Overview: This position provides client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on various security classes. Facilitates the daily workflow by executing trading instructions and maintaining department documentation. Maintains knowledge of...

OverviewThis position provides client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on various security classes. Facilitates the daily workflow by executing trading instructions and maintaining department documentation. Maintains knowledge of...

Summary The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long-term client relationships and be a resource for all other branch office...

Summary The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long-term client relationships and be a resource for all other branch office...

Client Service Associate | Raleigh, NC (In Office) | ~$70k; flexible based on qualificationsWealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset. Responsibilities:Coordinate client meetings and serve as point of contact for greeting clients in-office Assist with account...

Client Service Associate | Raleigh, NC (In Office) | ~$70k; flexible based on qualifications Wealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset. Responsibilities: Coordinate client meetings and serve as point of contact for greeting clients in-office Assist with account...

Overview This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services Broker/Dealer and RIA, First Citizens Asset Management RIA, SVB Wealth, LLC, Private Wealth Advisory Services, Institutional Advisory Services, and the Private Client Group. Ensures...

**** **Assistant Service Manager** **Assistant Service Manager** **Requisition ID:** 118054 **Category:** Service Desk **Position Summary** Support the service and tire team under the direction of the Manager, Store Service. Assist in driving sales across service labor, parts, tires, and fleet business and you provide essential selling and task support by...

Count on me - We know what to do, we make it easy, we do our part and we care! Job Title: FT/PT Customer Service Leader - Office Assistant Job Code: 406/407 Department: Front End Reports To: Customer Service Manager Primary Purpose: To provide fast, easy, flexible, and friendly service to our customers through the achievement of Food Lion customer...

Tarantino Properties is a full-service real estate company specializing in income producing real estate. Founded in 1980, our company provides a full complement of property management, brokerage, leasing and renovation services for commercial, reside Memory, Care Director, Director, Staff, Property Management, Healthcare

Job DescriptionJob DescriptionHVAC Service InternPiedmont Service Group has been providing HVAC services to clients in NC, SC, and VA since 1971! We are currently looking for an HVAC Service Intern to join our team in Raleigh, NC. We provide above-average pay, great benefits, and a strong company culture with low turnover. Job Type: Seasonal Full time, 40...

At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together. About Duke Raleigh Hospital Pursue your passion for caring with Duke Raleigh Hospital in Raleigh, North Carolina,...

At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together. About Duke Raleigh Hospital Pursue your passion for caring with Duke Raleigh Hospital in Raleigh, North Carolina, which...

Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. As Coastals Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members...

Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area.As Coastal’s Financial Advisor, you'll have the opportunity to use your sales talents and ability to build...

The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position Client Service, Associate, Registered, Financial Advisor, Client Relations, Marketing Specialist, Retail

The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position Client Service, Associate, Registered, Financial Advisor, Client Relations, Marketing Specialist, Retail

Coast Medical Service is seeking an experienced Stepdown Unit Registered Nurse for an exciting Travel Nursing job in Raleigh, NC. Shift: 3x12 hr nights Start Date: 06/10/2024 Duration: 13 weeks Pay: $1691 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for...