OTHER

FEED

Differences 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.

Position Summary The Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm. What will your job entail? Job Responsibilities: • Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures. • 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. • Administers and updates new and current client information in all required systems accurately. • Maintains accurate and organized records of client accounts, transactions, and other relevant documentation and ensures compliance with record-keeping regulations. • Performs customer service functions by answering broker requests and questions by telephone, email, chat, or in person. • Contributes to the preparation of compliance reports related to brokerage operations and collaborates across broker and finance teams on business requirements. • Adheres to regulatory requirements and internal policies and assists in the preparation of compliance reports. • Assists in identifying and mitigating operational risks and collaborates with risk management teams to implement controls. • Supports the Brokerage team with any ad hoc tasks and requests. Work Experience: • Less than 1 year of experience in the Insurance industry or Underwriting. Education: • Bachelor's degree required; Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered. Licenses and Certifications: • Prescribed: Minimum requirements for state P&C and/or surplus line licenses • Preferred: Not Applicable Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences 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. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. How We Support Our Teammates Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target hourly rate range for this position is $25.00 - $31.25 per hour. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at HR@Ryansg.com The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Ryan Specialty Group

Account Manager

Administrative Skills

Brokerage

Business Administration

Communication Skills

Compensation and Benefits

Customer Support/Service

Document Archiving

Documentation

Finance

Insurance

Insurance Underwriting

Maintain Compliance

Operational Improvement

Operational Support

Operations

Operations Processes

Organizational Skills

Performance Analysis

Printing

Procedure Development

Record Keeping

Regulations

Regulatory Compliance

Regulatory Requirements

Risk Management

Sales

Sales Management

Time Management

Broadbean

UNKNOWN

Responsible 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) .

Transfer Agency Contact Center Supervisor  Location: Hartford, CT (Onsite)  Schedule: Monday–Friday, 8AM–6PM EST (shifted hours)  Overview  Lead a team of contact center specialists supporting transfer agency operations. Responsible for driving service excellence, managing daily operations, and ensuring compliance while handling escalations and improving client experience.  Key Responsibilities  • Supervise and coach a team to meet service, quality, and productivity goals  • Oversee shareholder transactions (purchases, redemptions, exchanges, account updates)  • Manage escalations and ensure high-quality client service  • Monitor performance metrics (SLAs, NPS, quality) and drive improvements  • Ensure compliance with regulatory and internal policies    ---    Required Qualifications  • Supervisor or Team Lead experience in a contact center environment (REQUIRED)  • 4+ years of customer service experience, preferably in financial services  • Experience in transfer agency, brokerage operations, or investment services (REQUIRED)  • Strong leadership, communication, and problem-solving skills  • Ability to work onsite and flexible shifts between 8AM–6PM EST

iShare Inc

Transfer Agency Contact Center Supervisor

Call Center Management

Call Centers

Coaching

Customer Escalations

Customer Experience

Financial Services

Investment Services

Leadership

Operations Management

Performance Metrics

Problem Solving Skills

Process Improvement

Service Level Agreement (SLA)

Team Lead/Manager

Transaction Processing/Management

Outstanding 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.

Benefits: <ul><li>401(k)</li><li>401(k) matching</li><li>Bonus based on performance</li><li>Paid time off</li></ul> 

 Hiring on Behalf of a client - Location: Onsite, Hartford, CT Shifts:  8 hour shifts Monday - Friday with shifts varying between 8AM EST - 6PM EST <ul><li>P4P: performance rated bonuses paid out on a quarterly basis</li><li>Annual PTO: 15 vacation days, 10 sick days, 2 floating holidays and 8 company holidays, volunteer time-off</li><li>Other PTO: Jury duty, bereavement leave, military leave etc. as applicable per State regulations.</li><li>Benefits: Elected benefits such Medical (along with subsidized gym memberships), dental, vision insurance, Legal, identify theft, critical illness, pet insurance offered at competitive premiums. Basic life Insurance, Short Term and Long term disability and employee assistance program including mental health support, online yoga access at NO COST to the employee. </li><li>401k match: up to 3% annually.</li></ul> About the team: The Transfer Agency is responsible for providing comprehensive client service and support to clients of a global custodian firm. This role involves resolving inquiries, offering guidance, executing instructions, solutions, and strategies while ensuring clients receive personalized and attentive service. The agent “Specialist” must possess strong communication skills, financial acumen, and a commitment to delivering exceptional service to high-net-worth individuals and families.  The team is a client-service-driven organization whose talented and engaged team is dedicated to providing the most competitive services with the highest standards of ethics, and client service.  Responsibilities <ul><li>Process shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates.</li><li>Assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements.</li><li>Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes.</li><li>Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.</li></ul>In this role, you’ll make an impact in the following ways: <ul><li>Respond to customers via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.</li><li>Deliver first class inbound client service (customer service) in every single contact as part of our Fund Services operations. </li><li>Strong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally.</li><li>Exceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to client inquiries and issues.</li><li>Superb willingness to resolve client’s issues or provide the best alternative solutions, resolving client friction points. </li><li>Outstanding 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. </li><li>Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations </li></ul>Qualifications To be successful in this role, we’re seeking the following: <ul><li>At least 2 years previous customer service experience, preferably in the global financial services industry with exposure to treasury management </li><li>Willing to work 100% onsite at our Hartford, CT office Monday - Friday </li><li>Willing to work shifting schedules as needed by the business between 8AM EST - 6PM ES</li><li>Brokerage operations experience, Accounting / Finance / Economics / Investment Banking / Capital Markets, or relevant experience  </li></ul>

Inbound Call Center Reps - Financial Transfer Agent Dept.

Accounting

Analysis Skills

Banking Operations

Capital Markets

Customer Training

Data Analysis

Detail Oriented

Economics

Global Financial Markets

High Net Worth

Inbound Call Centers

Market Trend Analysis

Metrics

Presentation/Verbal Skills

Reconciliation

Resolve Customer Issues

Service Delivery

Treasury Management

Writing Skills

We serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont. Walker offers an ideal opportunity for anyone with retail experience who is interested in learning the wine and spirts industry, while getting excellent exposure to sales, operations and client relationship management.

HOUR

Merchandiser:Description:Our Merchandising team has an opening for a full-time position in our Western Massachusetts market as a Merchandiser. The Merchandiser role at M.S. Walker offers an ideal opportunity for anyone with retail experience who is interested in learning the wine and spirts industry, while getting excellent exposure to sales, operations and client relationship management. If you''re a strong communicator, have incredible work ethic, and would rather be moving than sitting behind a desk - this might be the job for you.Watch this VIDEO for a look at what it''s like to be a Merchandiser for M.S. Walker!Responsibilities:<ul><li>Regularly travel to meet with list of accounts in territory to determine possible and/or scheduled merchandising needs</li><li>Meet delivery trucks of customer accounts to assist in unloading of the product</li><li>Stock shelves with received M.S Walker products</li><li>Maximize customer interest and sales levels by displaying products appropriately</li><li>Place proper point of sale materials on merchandise items in-store</li><li>Originate display ideas or follow suggestions or schedule of Merchandising Manager</li><li>Construct or assemble prefabricated display properties from wood, fabric, glass, paper, and plastic</li><li>Report to management regarding inventory levels, marketing and sales trends, and customer feedback</li><li>Other duties as assigned</li></ul>Requirements:What You Bring to the Role:<ul><li>Outstanding communication skills</li><li>Motivation, independence, and eagerness to learn</li><li>Demonstrated strong decision-making, customer service and relationship management skills</li><li>Experience with retail operations and visual displays preferred</li><li>Knowledge of wine and spirits helpful</li><li>Ability to lift and move product of up to 45lbs regularly</li><li>Minimum of High school diploma or general education degree (GED)</li></ul>Additional Details:<ul><li>Frequent driving within assigned territory required</li><li>Eligible for incentive earnings</li></ul>Benefits:Start the day from your own driveway in a company-owned vehicle and get paid to commute with a company gas card!We offer a Comprehensive Benefits Plan that includes the following:<ul><li>Medical & Dental Insurance</li><li>Vision Coverage</li><li>Paid-Time-Off Program</li><li>Fidelity Investments 401k</li><li>Disability, Life, Accident & Illness Insurance Packages</li><li>Discounted Fitness Memberships</li><li>Free & Discounted Work/Life Resources</li><li>Career Advancement Opportunities</li></ul>Who we are:Founded in Boston in 1933, M.S. Walker is a 5th-generation, family-owned wine and spirits importer and distributor, a spirits bottler, and a national supplier. We serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont. We represent a budding portfolio of wine and spirits nationwide, including our own brands, and we strive to offer the most prestigious portfolio in the industry. M.S. Walker has built our foundation and future on our people - our employees are truly our greatest asset. Our company boasts a diverse pool of exceptionally special team members who each bring their unique skills and experience to the organization.Mission Statement:Since 1933, our mission has been firmly rooted in our core values of family, integrity, respect, honesty, and hard work. We are deeply committed to upholding these principles for our team members, customers and suppliers alike. We seek to build and maintain long-lasting relationships based on trust and reliability. By honoring our heritage and embracing innovation, we aim to continuously improve and adapt to meet the evolving needs of our industry, while responsibly contributing to the communities we serve. Together, we strive to elevate the spirit of hospitality and foster a vibrant and respectful culture in all facets of the organization and beyond.Pay Range: $21-$22 per hour

Brokerage Jobs in West Springfield, MA

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Brokerage Jobs in West Springfield, MA

Account Manager Ryan Specialty Group

Transfer Agency Contact Center Supervisor iShare Inc

Inbound Call Center Reps - Financial Transfer Agent Dept. iShare Inc

Merchandiser M.S. Walker, Inc

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