Truist Financial CorpBrokerage Client Service Associate - Greenwich, CT Truist Financial CorpBrokerage Client Service Associate - Greenwich, CTGreenwich, CT$65,000–$80,000 / yearGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Ryan Specialty GroupAccount Manager Ryan Specialty GroupAccount ManagerBloomfield, ConnecticutDifferences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. • Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents.
Interactive Brokers Group IncTechnical Operations Specialist TOPS Interactive Brokers Group IncTechnical Operations Specialist TOPSGreenwich, CTTo offer the finest online trading experience in the world, Interactive Brokers TOPS team monitors and provides global operational support for our applications, systems, and other critical business technology 24/7/365. Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack.
iShare IncTransfer Agency Contact Center Supervisor iShare IncTransfer Agency Contact Center Supervisorhartford, CTResponsible for driving service excellence, managing daily operations, and ensuring compliance while handling escalations and improving client experience. • Experience in transfer agency, brokerage operations, or investment services (REQUIRED) .
iShare IncInbound Call Center Reps - Financial Transfer Agent Dept. iShare IncInbound Call Center Reps - Financial Transfer Agent Dept.hartford, CTOutstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics delivering best in class experience for all our clients, with full understanding of the complexity of their concerns. Respond to customers via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.
StifelClient Service Associate StifelClient Service AssociateHamden, ConnecticutWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.