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Position Type: Regular As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. Required Qualifications: • 1+ years of Client/Customer Service experience Preferred Qualifications: • Previous experience in Financial Services/Wealth Management and/or closely related industry., • While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses, • Ability to handle client needs with tact and diplomacy, • Outstanding written and oral communication skills, • Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously, • Ability to build and maintain good cross-enterprise working relationships, • Basic understanding of brokerage regulations and rules that govern client accounts, • May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Mortgage Broker located in Westchester County, N.Y, looking for a Loan Processor.Are you an experienced, detail-oriented mortgage loan processor who can successfully aid loan officers in navigating the loan process? Our mortgage brokerage is interested in hiring a highly productive mortgage loan p

Key Responsibilities Drive sales pipeline growth within the brokerage division, targeting corporate clients and financial institutions Source, qualify, and nurture new business opportunities focused on trading and tokenization infrastructure Collaborate with senior sales managers to strategize a

A company is looking for a Designated Broker (California) to oversee brokerage activities and ensure compliance within the region.Key Responsibilities Serve as the primary contact for state real estate commissions and regulatory bodies Ensure compliance of brokerage activities with state and fede

Job DescriptionAn independent insurance recruiter is a professional or agency specializing in matching candidates with insurance companies or agencies seeking talent. Unlike in-house recruiters who work for a specific company, independent recruiters operate on behalf of multiple clients and often have access to a broader range of opportunities in the insurance sector. They focus on finding candidates for roles such as insurance agents, underwriters, claims adjusters, brokers, and other insurance-related positions. Location: Yonkers, NYTitle: Commercial Lines Account Manager | Real Estate Accounts | Mid MarketSalary: 85k-110kMust know: EPIC, TAM or AMS360 Key Responsibilities: • In-depth understanding of Property and Casualty commercial accounts., • Investigate and resolve client inquiries regarding policies and coverage., • Skilled in marketing and quoting new business and renewals, ensuring competitive coverage/cost ratios for clients., • Familiarity with various carrier underwriters and online rating tools., • Manage and organize information for account renewals. Qualifications: • 5-10 years of relevant experience in the insurance industry, specifically in servicing commercial accounts., • Current Property and Casualty license., • Designations | CIC, CRIS, CPCU, …, • Proficiency in Applied (TAM or EPIC) or AMS360 software is preferred., • Strong knowledge of the Insurance/Brokerage industry., • Technical expertise in the relevant product area or industry., • Capability to offer consultation and expert advice to management on risk management issues., • Proficient in Microsoft Office Suite (Word, Excel, Outlook)., • Excellent verbal and written communication skills. Benefits of Using an Independent Insurance Recruiter Streamlined Application Process • Because recruiters already have relationships with hiring managers, they can expedite the hiring process, helping you secure a role more quickly. Feel free to email me directly at

Job Description We are Licensed Customs House Brokers looking for a highly motivated, customer service oriented data entry clerk. The hours are from 8:30 to 5:00. Import Entry Specialist - TCRS4556 HIGH LEVEL OVERVIEW The Import Entry Specialist is responsible for the timely and accurate filing of customs entries ensuring compliance with CBP and other government regulations. This is an on-site position based in Englewood Cliffs, NJ. EXPECTATIONS • Prepare, review, & process import entry documentation for air/ocean shipments and border crossings, • Work with CBP and other government agencies to resolve any compliance issues, holds, or queries, • Work with internal and external partners to provide timely clearance updates, • Maintain and manage client product database with HTS classification, • Stay current with changes to regulations and understand the impact to import entry processes, • Knowledge of U.S. Customs regulations; HTS Classification, COO, Valuation, • 3 years’ Customs Brokerage experience preferred, • Strong attention to detail, accuracy in data entry, and time-management skills, • Organizational skills and the ability to multitask in a fast-paced environment, • Understanding of FDA, DOT, and LACEY import regulations, • Knowledge of trade automation tools; CargoWise, ACE, etc., • Experience with import entry software, ideally Decartes/NetCHB, • Experience in Microsoft applications- Excel, Word, PowerPoint, OutlookCompany DescriptionLicensed Customs House BrokerLicensed Customs House Broker

Job DescriptionCommercial Account Manager Salary: $70,000 - 85,000 (depending on experience and qualifications) Benefits: Competitive Benefits Package Location: Tappan, NY Position Summary Independent insurance agency is seeking Senior Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Senior Commercial Lines Account Manager will respond to client calls about policy and coverage questions and consult with clients on policy changes and risk management concerns. This position will be responsible for providing timely and professional day-to-day client service working closely with the insurance agency producer and carrier underwriters. Responsibilities: Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, E&O, GL Research and compile answers to client policy and coverage questions Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client Experience with multiple carrier underwriters and online rating portals Identify, compile and manage information regarding account renewals Qualifications 5-10 years of insurance industry experience related to servicing commercial accounts Property and Casualty license CIC, CPCU, or other insurance designations are desirable Applied (TAM or EPIC) or AMS360 software experience preferred Knowledge of Insurance and/or Brokerage business Technical knowledge of product area or industry Ability to provide consultation and expert advice to management on risk management issues Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook) Verbal and written communication skills All inquiries will be kept 100% confidential

Are you an experienced, detail-oriented mortgage loan processor who can successfully aid loan officers in navigating the loan process? Our mortgage brokerage is interested in hiring a highly productive mortgage loan processor for our seasoned loan officers. Y, looking for a Loan Processor. If you

Job DescriptionProperty and Casualty Account Manager Spectacular opening for an experienced licensed Property Casualty Account Manager for a Commercial lines Insurance Brokerage. We are a full service, nationwide agency located in Park Ridge, New Jersey. The successful Account Manager candidate will work with a staff of 17 professionals in a growing and dynamic company. This position offers a competitive salary, 401k, healthcare plan, Dental and Vision plan and offers significant growth potential. The successful applicant must have experience as a licensed commercial lines Account Manager with strong organizational skills and possess the ability to work independently. Applied Systems (EPIC) policy management systems experience or similar paperless agency management system is a plus. Since a significant portion of the business is relationship driven, use of computer technology including Microsoft products and the EPIC is preferred for a successful candidate. This is a highly fluid office and requires an individual that can multitask and prioritize. Organizational skills are a must. We are only seeking growth oriented, career professionals who want to be part of a dynamic organization. The successful individual will work with our Account Executives and Producers and manage a book of professional liability accounts independently. The candidate will be responsible for managing day to day activities of the accounts and cross selling other products to existing accounts. Primary responsibilities will include: • Servicing and managing all aspects of client services for our Professional Liability clients., • Working with Account Executives and Sales personnel in quoting, binding and billing new and renewal business., • Interacting daily with our sales staff and insurance markets for the delivery of services to our clients., • Providing day to day customer service to our new and existing clientele., • Client communication and coordination., • Developing and improving the company's processes and procedures., • Ongoing daily customer service functions such as Certificates of Insurance, policy changes, invoicing, processing of claims, etc., • Update and maintenance of client files/coverages., • Coordination with sales staff on new/existing client accounts., • Development and organizations of efficient client files. Key Job Requirements: • Property and Casualty Insurance licensed. This is a MUST., • Motivated, energetic and enthusiastic employees only, • Experienced user EPIC or similar paperless system. Helpful but not mandatory., • Must be a self-starter and able to work independently., • Must be computer competent and fluid in the use of Microsoft products., • Must be able to assume responsibility for resolution of client issues., • Must be detail oriented and well organized., • Must have excellent computer/Internet skills., • Must be proficient in Microsoft Word, Excel and Outlook., • Professional liability experience a plus, but not necessary., • Excellent communications/telephone skills required., • Experience Required: 3+ Years Full Time Full Benefits In Office Preferred Applied EPIC Consolidated Human Resources, “CHR”, is a leader in helping businesses reduce the complexity, risk, and time associated with managing their human capital. Our full-service firm can assist client in all aspects of the employee lifecycle: hiring, onboarding, time management, payroll processing, benefit reporting, HR & compliance, insurance integrations, and so much more. Our management team is comprised of industry leaders in workforce management solutions and our in-house legal team positions us uniquely to deliver world class ASO & PEO solutions to our clients. The CHR platform is 100% web based, easy to use, and a complete HRIS software that can be coupled with our expert HR services. CHR’s mission and structure is to simplify Payroll and HR, so you can focus on running and growing your business.

Job DescriptionInsurance Commercial Account Manager Salary: $70,000 - 85,000 (depending on experience and qualifications) Benefits: Competitive Benefits Package Location: Sparkill, NY Position Summary Independent insurance agency is seeking Senior Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Senior Commercial Lines Account Manager will respond to client calls about policy and coverage questions and consult with clients on policy changes and risk management concerns. This position will be responsible for providing timely and professional day-to-day client service working closely with the insurance agency producer and carrier underwriters. Responsibilities: Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, E&O, GL Research and compile answers to client policy and coverage questions Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client Experience with multiple carrier underwriters and online rating portals Identify, compile and manage information regarding account renewals Qualifications 5-10 years of insurance industry experience related to servicing commercial accounts Property and Casualty license CIC, CPCU, or other insurance designations are desirable Applied (TAM or EPIC) or AMS360 software experience preferred Knowledge of Insurance and/or Brokerage business Technical knowledge of product area or industry Ability to provide consultation and expert advice to management on risk management issues Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook) Verbal and written communication skills All inquiries will be kept 100% confidential

Mercor is seeking experienced Real Estate Brokerage and Agency Professionals for a project with one of the world’s top AI labs. This role involves leveraging your legal expertise to help evaluate how large language models (LLMs) interpret, reason through, and respond to real estate legal and transactional scenarios. You're a good fit if you: - Are currently based in the US. - Have 2+ years of professional experience in real estate brokerage, leasing, or client representation, across residential, commercial, or mixed-use properties. - Experience in roles such as Real Estate Broker, Sales Agent, Leasing Agent, Tenant Representative, Closing Specialist, or Rental Coordinator will be highly valuable. - Possess a strong understanding of market analysis, property valuation, negotiation, and transaction management. - Demonstrate excellent communication, analytical, and writing skills, with the ability to convey nuanced client and market dynamics. - Bring a proven background in deal structuring, tenant or buyer representation, or investment property transactions. - Are self-directed, organized, and comfortable working remotely and asynchronously in a dynamic research environment. More About the Opportunity - Applications will be reviewed on a rolling basis. - There is up to 40 hours of work available per week. We ask that you commit, at minimum, 15 hours per week. - The work is fully remote and asynchronous so it can flexible and subject to your schedule. Compensation & Contract Terms - Applicants must be based in the US - This position is structured with clear expectations. - Payments issued weekly via Stripe Connect Screening Process: You will need to complete a short interview and form which will take in total 20-30 min to fully apply. The short interview will dive deeper into your industry experience. About Mercor Mercor specializes in recruiting experts for top AI labs and is based in San Francisco, CA. Our investors include Benchmark, General Catalyst, Peter Thiel, Adam D’Angelo, Larry Summers, and Jack Dorsey.

Proficiency in MS Office Suite and customs brokerage software (e. Minimum of 3+ years experience in customs brokerage or trade compliance. Train and support team members in customs procedures, filing practices, and import/export compliance.

Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money in real estate without closing a transaction. As a full-service brokerage and #1 nationwide brokerage s

Real Estate brokerage or a minimum of 1 year experience in new development marketing or onsite leasing preferred. Are you a people-person with a passion for real estate and a knack for creating unforgettable first impressions? We are looking for a motivated, customer-focused Leasing Associate to be

A company is looking for a Head of Brokerage Distribution to lead a high-performing sales team and drive growth across its distribution network. Key Responsibilities Lead, coach, and develop a high-performing field sales team with clear performance expectations and KPIs Develop and execute territ

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Minimum of 3+ years experience in customs brokerage or trade compliance. Proficiency in MS Office Suite and customs brokerage software (e. Collaborate with internal and external teams to provide customs guidance and operational support.

Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money in real estate without closing a transaction. As a full-service brokerage and #1 nationwide brokerage s

Financial Solutions Advisor - Teaneck Financial Center. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include t

Job Description We are seeking an enthusiastic & energetic field technician to perform repairs and sales throughout the NJ/NY area. Mechanical and electrical abilities is a must and is willing to learn. We sell and service a full line of time stamps, payroll clocks and systems, shredders, folders, embossers, check signers, perforators and more. Must have a valid drivers license and vehicle with insurance. Will reimburse for mileage and tolls. Company DescriptionIn 1933, Jack and Helen Widmer established Widmer Time Recorder in a small 8′ X 24′ facility in New York City. The company had its beginnings in the repair of time stamps used by brokerage houses to time stock transactions, and banks for validating deposit tickets. Since then, we have expanded into manufacturing and increased world-wide distribution capabilities to include a broad range of products and services. Widmer Time Recorder is a family business, and is proud to say we are now in our fourth generation. Overall, our Widmer Team has shown extreme amounts of loyalty, dedication and hard work for the company and to our customers, as well. From Widmer’s beginnings, starting in the midst of the Great Depression , through wars, economic ups and downs, and market crashes, we have remained a tough, steadfast American company that has been tested through the best and the worst. The more than trying times that we have been through as a company has only made us stronger and helped build a solid foundation for success.In 1933, Jack and Helen Widmer established Widmer Time Recorder in a small 8′ X 24′ facility in New York City. The company had its beginnings in the repair of time stamps used by brokerage houses to time stock transactions, and banks for validating deposit tickets. Since then, we have expanded into manufacturing and increased world-wide distribution capabilities to include a broad range of products and services. Widmer Time Recorder is a family business, and is proud to say we are now in our fourth generation. Overall, our Widmer Team has shown extreme amounts of loyalty, dedication and hard work for the company and to our customers, as well. From Widmer’s beginnings, starting in the midst of the Great Depression , through wars, economic ups and downs, and market crashes, we have remained a tough, steadfast American company that has been tested through the best and the worst. The more than trying times that we have been through as a company has only made us stronger and helped build a solid foundation for success.

Mercor is seeking experienced Real Estate Brokerage and Agency Professionals for a project with one of the world’s top AI labs. Have 2+ years of professional experience in real estate brokerage, leasing, or client representation, across residential, commercial, or mixed-use properties.

The Brokerage Manager performs all duties correctly and in compliance with all government regulations and is responsible for supervision and control of all US Customs related activities of the department. Excellent current knowledge of US Customs Brokerage requirements.

Mercor is seeking experienced Real Estate Brokerage and Agency Professionals for a project with one of the world’s top AI labs. Have 2+ years of professional experience in real estate brokerage, leasing, or client representation, across residential, commercial, or mixed-use properties.

Maintain the company’s Customs Brokerage license and compliance programs. Serve as a trusted expert for clients on compliance, HTS classification, and brokerage procedures. Support sales and account teams in growing brokerage business.

Perform all duties of customer care account representative by providing brokerage pricing, tracing and tracking, and routing information for FedEx ground shipments for import. Brokerage), information systems and sales. They help customers of all sizes solve the intricacies of shipping goods globally

Mercor is seeking experienced Real Estate Brokerage and Agency Professionals for a project with one of the world’s top AI labs. Have 2+ years of professional experience in real estate brokerage, leasing, or client representation, across residential, commercial, or mixed-use properties.

They help customers of all sizes solve the intricacies of shipping goods globally by providing comprehensive international ocean and air freight forwarding, surface transportation and distribution, customs brokerage, trade and customs advisory services, and advanced e-commerce and trade facilitation

Join Cushman & Wakefield, a global leader in commercial real estate services, as a Brokerage Specialist (Marketing) supporting our dynamic brokerage team. Create template presentations and finalize creative pitches for brokerage teams, ensuring brand consistency and persuasive messaging. Process inv

Join Cushman & Wakefield, a global leader in commercial real estate services, as a Brokerage Specialist (Marketing) supporting our dynamic brokerage team. Brokerage Specialist (Marketing). Create template presentations and finalize creative pitches for brokerage teams, ensuring brand consistency and

Join Cushman & Wakefield, a global leader in commercial real estate services, as a Brokerage Specialist (Marketing) supporting our dynamic brokerage team. Brokerage Specialist (Marketing). Create template presentations and finalize creative pitches for brokerage teams, ensuring brand consistency and

Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities.Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions.Work extens

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship.Year Up United participants also receive an educational stipend.The progr

The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning.Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth tea

The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications.If you already have

Investment Banking Internship, Industrials.Please note that the Salary Range shown is a guideline only.Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.Join a purpose driven winning team, committed to res

The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Instit

Investment Banking Internship, Industrials.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Scotiabank is a leading bank in the Americas.We are powered by our high-performing teammates who make a real difference across the globe as a leading provi

Fixed income execution trader on a discretionary macro portfolio management team focused on mortgage-backed securities, TBAs, and specified pool markets.Build and enhance tools for analysis of MBS/MBS option and spec pool trading.Execute trades on behalf of PM portfolio across MBS products and hedge

Instead of selling AI to Goldman Sachs, we're building what Goldman itself would have looked like if it launched in 2025.Wall Street's playbook works well, but only for billion-dollar deals - it breaks where most businesses actually exist.Traditional firms run oversized teams on outdated software, m

Senior Human Resources Generalist with healthcare company! (Garden Grove, CA)) - Hybrid schedule.This Jobot Job is hosted by: Marcus Curiel.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $90,000 - $105,000 per year.A growing healthcare organization i

Associate, Municipal Securities.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individuals

Maintain control of Prime Brokerage Middle office functions by closely monitoring various different instruments trade lifecycles, unmatched DTCC trades and US treasury trades, internal control breaks and client trade booking exceptions to ensure expeditious resolution and to mitigate risk and exposu

A career at Janus Henderson is more than a job, it's about investing in a brighter future together.Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.We will do this by pro

Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple: to make a difference in the lives of others.If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a struc

They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience.By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their f

At Lee, Nolan, and Koroghlian we have a strong intrinsic need for safety and security.It could be said that at some level our happiness depends on it.We believe that financial peace of mind forms the fabric of strong families and even stronger communities.If your idea of a dream career combines busi

We're bullish about your future here.Your experience is valuable to us - and we know you have options.But we offer something the competition simply can't: our unique branch-team business model.One financial advisor and one branch office administrator entirely focused on building client relationships

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.A FA will need to leverage their experience to service the unique and complex needs of wealth