Brokerage Service jobs

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SPECIALIST, BROKERAGE SERVICE REP - (OMAHA/DALLAS/PHOENIX/RICHFIELD, OH)

Provide World Class client service via phone, email and chat, while establishing and cultivating relationships. Process service inquiries as well as equity, option, and mutual fund transactions. Adhere to all company policies and...

CompanyCharles Schwab Inc.
AddressPhoenix, AZ
CategoryInformation Technology
Job typeFull-Time
Date Posted 2 days ago See detail

Specialist, Brokerage Service Rep - (Omaha/Dallas/Phoenix/Richfield, OH)

Charles Schwab Inc.

Phoenix, AZ

Provide World Class client service via phone, email and chat, while establishing and cultivating relationships. Process service inquiries as well as equity, option, and mutual fund transactions. Adhere to all company policies and...

Specialist, Brokerage Service Rep - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Provide World Class client service via phone, email and chat, while establishing and cultivating relationships. Process service inquiries as well as equity, option, and mutual fund transactions. Adhere to all company policies and...

Associate, Designated Brokerage Services Operations

Charles Schwab Inc.

Phoenix, AZ

Recognition and ability to process and describe DBS 3210 regulatory processing requirements. Fulfilling account linking/delinking requests via various systems including ADDLink and Bulk Upload procedures. Assist team members on da...

Marketing & Brokerage Services Coordinator

Stream Realty

Irvine, CA

Assist with market surveys and competitive property reports. Compile property data for clients including tenant surveys, summary reports, maps, and status updates for listing and/or tenant representative assignments. Manage the le...

Associate Risk Engineer (Executive Risk Brokerage Services)

Anzen

Remote - Oregon, United States

This position will report to the Regional Manager and VP of Underwriting for the assigned territory and will help build Anzen's book of business. (Preferred) Proven track record of successful client relationship management and bus...

Brokerage Registered Client Service Associate - Greenville, SC

Truist Bank

Greenville, SC

$60.8K - $77K a year

This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.This position is working in the of...

Prime Brokerage Client Service Rep AVP

Citigroup, Inc.

Tampa, FL

Main point of contact for client/administrator operational queries. Trade handling across equity and fixed income PB, including trade capture, trade kick-outs, broker mapping and connectivity issue resolution with clients/administ...