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This Professional I, Client Services role and member provides management and detailed reviews for a number of assigned Unclaimed Property State Accounts by processing the receipt, retention, sale, tracking and reconciliation of unclaimed securities in full compliance with federal securities regulations and in accordance with all applicable unclaimed property laws and contractual obligations from specific state clients as well as provides training and staff support to the other team members.
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The Anywhere portfolio includes franchise and brokerage operations as well as national title, settlement, and relocation companies and nationally scaled mortgage origination and underwriting joint ventures.
Full-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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Incumbent will be responsible for direct support of the branch manager and branch office operations, including but not limited to; branch accounts payables and receivables, expense reports, coordination all office administration tasks, including general, office and business supply orders, equipment maintenance, preparation and processing of new affiliation paperwork and licenses, file maintenance and general office appearance and repair issues.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Client Service experience preferred, preferably within Prime Brokerage. We are growing our capabilities using artificial intelligence, natural language processing and machine learning. The primary responsibility is managing a number of our Prime Swap clients while providing Trade Processing support to the Desk and Business.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Carolina Property Insurance is a personal lines, independent brokerage located in Murrells Inlet, SC. We are a growing company looking for individuals with a growth mind set. Ensure timely and accurate processing of policy inquiries, endorsements and renewal offers.
Full-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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The ideal candidate will have prior marketing/leasing experience and is knowledgeable in all aspects of site operations, rent collection, work order processing, and preparation of turnover, LIHTC and Section 8 program compliance and resident relations.
Full-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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Knowledge and some level of expertise in the brokerage industry or banking operations. Tasked to handle other various operational responsibilities within Client Relations, including settlement processing, Privacy Opt-Out processing, and incoming telephone calls.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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IS work staff distributes offering materials to investors, collects completed subscription documents, accepts subscription funding and moves it as directed by clients to custody, prime brokerage and trading accounts, processes the distribution of monthly statements, handles redemption processing, and performs various other functions to support the Fund/Investor relationship.
$85,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Saturna Capital is seeking an Investor Services Representative (ISR) to provide outstanding customer service to our mutual fund and retail brokerage clients. The ISR supports account openings and transaction processing.
Full-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Weinstein Wholesale Meats, Inc. has been a trusted name in the Chicago beef and pork processing business for decades. To meet the personalized needs of our customers, we provide a variety of refrigerated transportation services including truckload (FTL), less-than-truckload (LTL), brokerage, warehousing, and freight consolidation.
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Oversees processing of all Financial Planning transactions such as check, credit card, brokerage and ACH. If not, must have 1 year experience in a financial processing position required.
ExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Employee Benefits Account Manager - Key Accounts to their team in Louisville, KY.
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Experience in freight forwarding or customs brokerage. Today, we add value to our customers' entire supply chain by transporting, storing, packaging, re-packaging, processing and clearing all types of goods.
$45,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Claims Administrator to their team Cornell Insurance Services in Edison, NJ. This is a hybrid opportunity with 10% travel.
Full-timeExpandApply NowActive JobUpdated 3 months ago
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