- Wells Fargo (Fond Du Lac, WI)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... for review when applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a… more
- Truist (Nashville, TN)
- …and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. 5. ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- WTW (Hartford, CT)
- Assistant Client Services Specialists - Surety are integral members of our account management teams who proactively obtain, compile and follow up on information ... Surety clients. This will involve building relationships and working closely with client -decision makers, executing deliverables on our client 's behalf in… more
- AON (Berkeley Heights, NJ)
- …and oversee the client team and project management. The Health Solutions Assistant Vice President will collaborate with the client Account Executive to ... plus years of client facing experience at an insurance company or brokerage /or consulting experience in the Health & Benefits discipline, with a strong emphasis… more
- Voyig LLC (San Antonio, TX)
- Overview We are seeking a highly organized and proactive Administrative Assistant to join our dynamic benefits brokerage firm. The ideal candidate will support ... team with various administrative tasks, ensuring smooth operations and excellent client service. This role requires strong communication skills, attention to detail,… more
- USG Insurance Services, Inc. (Minneapolis, MN)
- Production Assistant Hours : 8:30-5:00 Local Time Location : Remote or hybrid, depending on your area Compensation : Based on Experience Offices : At USG, we empower ... supportive community committed to nurturing your success. The Role Itself: A Production Assistant at USG plays a crucial role in our companies' growth and success… more
- Wells Fargo (Salt Lake City, UT)
- **About this Role:** Wells Fargo is seeking a Trading Enablement Assistant to work for its Investment Contact Center (ICC). In this role, you will assist ... brokerage clients via telephone. You will facilitate trades, service...compliance requirements **Required Qualifications, US:** + 2+ years of client service or trading experience, or equivalent demonstrated through… more
- Friedman Management Company (Baytown, TX)
- Assistant Community Manager Job Details Job Location Forest View Apartments - Baytown, TX Description We are seeking an energetic, outgoing, and highly ... motivatedBilingual Assistant Community Managerto help with the day-to-day operations of...the day-to-day operations of an apartment community. In this client facing role, you will be responsible for establishing… more
- Truist (Houston, TX)
- …and/or a sales assistant role. 4. Knowledge of securities markets and brokerage accounts. 5. Knowledge of the features and attributes of annuity products. 6. ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Friedman Management Company (Euclid, OH)
- Assistant Community Manager Job Details Job Location Parkside Gardens - Euclid, OH Job Category Customer Service Description We are seeking an energetic, outgoing, ... help with the day-to-day operations of an apartment community. In this client -facing role, you will be responsible for establishing and maintaining business at… more