- CohnReznick LLP (Miami, FL)
- …Financial Services Group. The Financial Services Group provides services to private equity, hedge fund, broker dealer, fund to funds, and real ... have an exciting career opportunity for an Assurance Senior Associate to join the team in our Miami office.YOUR...years of work experience in another public accounting firm Financial Services experience required Bachelor's Degree required… more
- SageSpring Wealth Partners (Brentwood, TN)
- Client Services Associate -Top Employer/Award-winning Culture/Full Benefits If you are eager to help people achieve their life's goals, passionate about your ... financial advisors and assist with efficient, quality client service . You must be creative and enjoy working within...environment that is mission-driven and community oriented. The Client Services Associate is a highly focused, energetic… more
- Capital One (Fredericksburg, VA)
- Center 3 (19075), United States of America, McLean, VirginiaPrincipal Associate , Data Loss Prevention (DLP) EngineerCapital One is hiring a technical Cyber Security ... -Essential Duties and Responsibilities: - Configure and optimize Cloud Access Security Broker (CASB) rules to protect Capital One Help deliver on DLP program… more
- Fidelity TalentSource LLC (Boston, MA)
- …which is responsible for accounting close support, management reporting, financial planning, decision support, and facilitation of cross-enterprise coordination ... function, bridging expertise across balance sheet and treasury management, broker -dealer regulatory requirements, securities finance products, lending products, cash… more
- Fidelity TalentSource LLC (Boston, MA)
- …reporting submitted to the regulators for the Fidelity Broker -Dealers, National Financial and Fidelity Brokerage Services , as well as for correspondent ... is part of Fidelity Capital Markets. Fidelity s broker -dealers, National Financial and Fidelity Brokerage Services , are required to send significant amounts… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …the Custody segment, which services third-party RIAs that use National Financial Services LLC (\u201CNFS\u201D) to custody their client brokerage accounts. ... (FBOT) businesses, a collection of business groups that provide brokerage services and investment advisory offerings to third-party intermediary clients, including… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …and Skills You Bring Bachelor s Degree preferred8-10 years of operations and/or financial services experienceSeries 7 and 24 preferred (or dedication to acquire ... Job Description:The RoleAs a Director in the Restricted Stock Services (RSS) team, you will be primarily responsible for assisting with leading the RSS team members… more
- Fidelity TalentSource LLC (Chicago, IL)
- …licenses must be obtained within 6 months of hireMinimum 12 years of financial service experience, to include complex planning and sophisticated product ... as retirement cash flow, tax minimization, and estate planningCoordinating with financial planning associates, investment managers, and service support… more
- EY (Dallas, TX)
- …Develop and implement cloud delivery, security and deployment models for Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a ... with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities and… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …63 licenses required The TeamFidelity Institutional provides investment management services through investment professionals at financial institutions nationwide ... Job Description:Investment Relationship Manager The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an… more
- Fidelity TalentSource LLC (Durham, NC)
- …workplace, and institutional customers by providing brokerage, clearing and custody services . FBT/FIT customers include investment professionals (eg financial ... and performance in data solutions and recommend improvement for optimization. Financial industry experience is preferred, particularly within Clearing and Custody… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …with alternatives matters.Experience working with placement agents, broker -dealers, and alternatives marketplacesExperience handling private offering advertising ... ability to manage outside counsel to provide excellent legal services in a cost effective manner. The Value You...privately held company with a mission to strengthen the financial well-being of our clients. We help people invest… more
- Creative Financial Staffing (Indianapolis, IN)
- …company's sales/use and personal property tax processes Work with Insurance Broker on renewal preparation and claims administration. Support Sales Operations and ... Establish meaningful cross-functional relationships and serves as a trusted financial partner to guide organizational decision making Other responsibilities as… more
- Oriental Bank (San Juan, PR)
- The Associate , Financial Services ( Broker Sales Support) assist Financial Advisors and provide clients with quality service for Oriental ... records, files and database related to Sales Manager and Financial Advisors. This position will be working on site...Juan, PR. MAIN DUTIES & RESPONSIBILITIES: + Promote other services within business as opportunity arises. + Coordinate all… more
- CRC Insurance Services, Inc. (Dallas, TX)
- …as defined by Broker with little or no supervision. 3. Market and broker CRC products and services . 4. Negotiate the best terms and coverages available ... shift (United States of America) **Please review the following job description:** Supports Broker with all job functions to learn the industry, business and job… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are recruiting for a Financial Analyst Senior Associate role within a global Broker Dealer firm located in ... opportunities, contract negotiations, cost efficiencies and more. As a Financial Analyst Senior Associate , you will be...and more. As a Financial Analyst Senior Associate , you will be required to provide ongoing quantitative… more
- CBRE (Washington, DC)
- SP - Associate Broker , Office Job ID 158276 Posted 13-May-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage ... career with CBRE? **About the Role:** As a CBRE SP- Associate , you will be an integral member of a...learn how to become a successful commercial real estate broker . Focusing on a variety of business development efforts,… more
- CBRE (Grand Rapids, MI)
- SPQREA - Associate Broker Job ID 141077 Posted 25-Apr-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage Location(s) ... of commercial real estate properties for clients. Honorary Titles of Senior Associate , Vice President, First Vice President, Senior Vice President, Executive Vice… more
- CBRE (Salt Lake City, UT)
- SPQREA - Senior Associate Broker Job ID 165323 Posted 06-May-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage ... States of America **About the Role:** As a CBRE SPQREA - Sr. Associate , you will be responsible for developing business, marketing commercial real estate properties,… more
- CRC Insurance Services, Inc. (Chicago, IL)
- …**Please review the following job description:** Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high ... quality service to agents and companies. **ESSENTIAL DUTIES AND RESPONSIBILITIES**...possible. 14. Provide supervision to Technical Assistants. 15. Assist Associate Brokers and Brokers with duties as needed. 16.… more
