| Job alert | Jobs 11 - 17 of 17 |
Philanthropic Officer (PO)
Bank of America
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East Hartford, CT
... updating requisite documentation Manages account consolidations and terminations and executes termination instructions, stop trading, account liquidation, opens and funds sub accounts, and rebalances portfolios based on guidance from their Portfolio ... - May 22
Client Service Associate, Institutional
Fiducient Advisors
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Windsor, CT, 06006
... The position assumes responsibility for supporting the firm’s Institutional Investment Consultants in the areas of account administration, client servicing, trading and consulting projects. Responsibilities: Act as a liaison between custodians and ... - May 17
Suitability Principal - Elite Services
MassMutual
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Springfield, MA, 01139
... + Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced ... - May 07
Insurance Account Coordinator-Operations
Ultimate Staffing Services
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Farmington, CT, 06032
... Account Coordinators liaise with our external trading partners and our internal underwriting team to provide exemplary customer service in delivering our product. What's in it for you? · Up to $60k · Internal growth opportunities · Awesome benefits, ... - May 21
Business Acceptance Consultant- Inforce Advisory Operations
MassMutual
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Springfield, MA
... Conducts complex fee forgiveness research, including trading activity and commission look backs. Monitors and takes action on assigned queues in a timely manner to maintain cycle time goals. Determine root cause of issues, provide solutions, and ... - May 21
Underwriter Assistant
Ryan Specialty Group
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Farmington, CT, 06030
... We strive to harness our differences and commonalities to better serve our clients, trading partners, workforce, and communities. We aspire to cultivate a company that is both inclusive and equitable, where every employee is recognized and assessed ... - May 21
Suitability Principal - Elite Services
MassMutual Financial Group
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Springfield, MA, 01105
... * Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced ... - May 04