Registered Brokerage Service Assistant First Citizens BancShares IncRegistered Brokerage Service AssistantRaleigh, NCLicense or Certification Type: Must have or obtain within 180 days all required licenses: Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance licenses RequiredSkill(s): Experience in Financial Brokerage Operations in supporting client and advisors relationships. Bachelor''s Degree and 1 years of experience in Financial Services or Brokerage industry OR High School Diploma or GED and 2 years of experience in Financial Services or Brokerage industry.
Registered Brokerage Service Assistant First Citizens BankRegistered Brokerage Service AssistantRaleigh, North Carolina
Sales Brokerage Associate CBRE Group IncSales Brokerage AssociateRaleigh, NCCBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). About the Role: As a CBRE Sales Brokerage Associate, you will be responsible for developing business, marketing commercial real estate properties, and negotiating the leasing terms, purchase, or sale of an asset on behalf of clients.
Brokerage Client Service Associate - Raleigh, North Carolina Truist Financial CorpBrokerage Client Service Associate - Raleigh, North CarolinaRaleigh, NCGeneral 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.
Brokerage Client Service Associate - Raleigh, North Carolina Truist BankBrokerage Client Service Associate - Raleigh, North CarolinaRaleigh, North CarolinaGeneral 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. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Data steward (with Insurance/Brokerage exp) Tata Consultancy Services LtdData steward (with Insurance/Brokerage exp)Raleigh, NC$100,000–$120,000 / yearAct as Data Steward for assigned insurance data domains (e.g., Client, Policy, Submission, Carrier, Broker, Producer, Program, Coverage). Review data quality issues, perform root cause analysis, and coordinate remediation with business and technology teams.
Commercial Designated Managing Broker - NC - (REMOTE) eXp World Holdings IncCommercial Designated Managing Broker - NC - (REMOTE)NCRemoteThis person will have an exceptional track record as a supervising real estate broker of a medium to large firm, an understanding of commercial real estate brokerage at a state level, an aptitude for leading and inspiring teams, a collaborative approach, and a boundless work ethic. In supporting our agents in the delivery of exceptional real estate brokerage service to their clients, this position will be accountable for all operational elements necessary to comply with individual state license laws, along with the transaction review process, compliance training, and the eXp Risk Management program.
Copy of Broker Transaction, Analyst - NC - (TEMP) - (REMOTE) eXp World Holdings IncCopy of Broker Transaction, Analyst - NC - (TEMP) - (REMOTE)NCRemoteFoster a highly collaborative, solution-oriented environment by removing transactional barriers, modeling agile workflows, and actively participating in team-based initiatives to enhance agent experience, risk management, and operational excellence. What you will do: The Broker Transaction Analyst (BTA) is a dynamic role focused on delivering hands-on, customer-centric service through meticulous review and management of contracts, addendums, notices, and agreements associated with eXp client and customer transactions.
NewRegional Carrier Representative - ATS Logistics, Inc. Anderson Trucking ServiceRegional Carrier Representative - ATS Logistics, Inc.Raleigh, North CarolinaThe Regional Carrier Representative is responsible for handling all brokerage operations by working both in-house and with various offices and divisions of ATS Logistics throughout the U.S. The Regional Carrier Representative will dispatch qualified carriers to available freight, while growing and maintaining carrier relationships in an assigned region; acting as a liaison between the carriers and shippers/customers. Dispatch qualified carrier to available freight, providing all pertinent information necessary for a high level of service, responding to questions, investigating and resolving problems as needed, and updating carrier trips in the data system.
Sales Enablement and Change Management Lead First Horizon CorpSales Enablement and Change Management LeadRaleigh, NCHeadquartered 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, and mortgage banking services. This leader will be responsible for leading change management efforts for CRM modernization, quality improvement initiatives, sales tools and training rollout, and driving adoption and consistency of common sales practices across the lines of business and footprint.
Senior Legal Counsel EnvestnetSenior Legal CounselRaleigh, NCFull timeBacked by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
Operations Supervisor- Commercial Insurance (Remote) Insurance Office of AmericaOperations Supervisor- Commercial Insurance (Remote)Cary, NCRemote$105,000–$125,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This includes guiding team performance, ensuring compliance with established processes and procedures, maintaining service excellence, supporting staff development, and strengthening operational efficiency.
Suitability Principal Massachusetts Mutual Life Insurance CompanySuitability PrincipalRaleigh, NCRemoteWhat to Expect as Part of MassMutual and the Team Regular meetings with the Elite Services team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-DK1 #LI-REMOTE Salary Range: $69,000-$90,500 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years of MMLIS experience and/or 3+ years of experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years' experience conducting suitability reviews FINRA Series 4 and 53 Superior customer service skills.