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 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...

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...

Job DescriptionJob DescriptionJob Details: Title: Brokerage Client Service Representative Location: Charlotte, NCDuration: 3 months of contract | Hybrid Pay: $20/Hr. to $22/Hr. Job Description:Building and maintaining strong relationships with internal or external partners including: Trading, Sales, Corporate Treasury, various functional teams within Global...

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 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...

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...

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...

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...

Job Summary:The role involves working with customers to address brokerage complaints.The position requires a focus on customer service and resolution of issues related to brokerage services.Top Skills:Series 7: This certification is mandatory and must be active or within a 2-year window for quick reactivation.Brokerage Operations Experience: Familiarity with...

Job Summary:The role involves working with customers to address brokerage complaints.The position requires a focus on customer service and resolution of issues related to brokerage services.Top Skills:Series 7: This certification is mandatory and must be active or within a 2-year window for quick reactivation.Brokerage Operations Experience: Familiarity with...

Job DescriptionJob DescriptionExcellent Job Opportunity for Administrative AssistantIndustry: FinancialPosition: Administrative AssistantLocation: Charlotte, NCDuration: 3-6 MonthsPay Range: $23/hr - $25/hrResponsibilities:Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved...

Siler City Center is hiring Full-Time/Part-Time Registered Nurses to join our team! All Shifts 7am to 7pm or 7pm to 7am With every other weekends! Benefits*Nursing Student Loan Debt Repayment and Tuition Assistance*Variable compensation plans*Health, Dental, Vision, Company-paid life insurance, 401K, Paid Time Off*Tuition, Travel, and Wireless Service...