Talent.com
Brokerage Operations Specialist

Brokerage Operations Specialist

VirtualVocationsNaples, Florida, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for an Advanced Brokerage Operations Professional.

Key Responsibilities

Answer incoming phone calls and process new account documents, maintenance requests, transfers, and distributions

Analyze and process complex new business and service transactions while ensuring compliance with regulatory standards

Provide quality customer service and maintain professional relationships with field professionals and internal business units

Required Qualifications

High School diploma with 1-2 years of related experience

Proficient in MS Excel, MS Word, and applicable financial reporting tools

Ability to work day and / or evening shifts based on volume forecasts

serp_jobs.job_alerts.create_a_job

Operation Specialist • Naples, Florida, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Seasonal Tax Expert - Local

Seasonal Tax Expert - Local

IntuitMiromar Lakes, FL, United States
serp_jobs.job_card.full_time
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United Sta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Personal Banker Gulf Point

Personal Banker Gulf Point

WELLS FARGO BANKPunta Rassa, FL, US
serp_jobs.job_card.full_time
Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Associate Banker

Associate Banker

BmoNaples, FL, US
serp_jobs.job_card.part_time
Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Investment Executive (Financial Advisor) Southwest, FL

Investment Executive (Financial Advisor) Southwest, FL

Fifth Third BankNaples, FL, United States
serp_jobs.job_card.full_time
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Accountable for overall produc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Personal Banker

Personal Banker

PNCNaples, FL, US
serp_jobs.job_card.full_time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Branch Banker (MLO)

Branch Banker (MLO)

PNCNaples, FL, US
serp_jobs.job_card.full_time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Solutions Advisor - Ft Myers-Naples Market

Financial Solutions Advisor - Ft Myers-Naples Market

Bank of AmericaNaples, FL, US
serp_jobs.job_card.full_time
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Capital Analyst

Capital Analyst

Discovery Senior LivingBonita Springs, FL, US
serp_jobs.job_card.full_time
The Capital Analyst is responsible for accurately entering, updating, and verifying data related to capital projects.This role includes maintaining and organizing both physical and electronic files...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Life Insurance Sales Agent

Life Insurance Sales Agent

Allstate Insurance Agency - Ted ToddEstero, FL, US
serp_jobs.job_card.full_time
Ted Todd Insurance has proudly been serving Florida since 1986, we are constantly evolving.We focus on modernizing insurance sales and customer service. With high-end compensation, health and wellne...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Branch Coordinator

Branch Coordinator

Sherwin WilliamsNaples, FL, US
serp_jobs.job_card.full_time
This position works closely with commercial paint customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions.Branch coordinators a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Private Bank Market Executive

Private Bank Market Executive

Bank of AmericaNaples, FL, US
serp_jobs.job_card.full_time
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Personal Banker

Personal Banker

Valley National BancorpNaples, FL, US
serp_jobs.job_card.full_time
Responsibilities include, but are not limited to : .Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Chief Leverage Officer

Chief Leverage Officer

Mechanism VenturesNaples, FL, US
serp_jobs.job_card.full_time
In 2019, we started building profitable startups from scratch.We brought together top engineering minds from places like Princeton and MIT to drive the highest success rate in the industry and turn...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Wealth Management Advisor II

Wealth Management Advisor II

Fifth Third BankNaples, FL, United States
serp_jobs.job_card.full_time
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Serves as the trusted advisor ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Finance Generalist

Finance Generalist

Four Seasons HotelsNaples, FL, US
serp_jobs.job_card.full_time
The Finance Generalist is a central member of the Finance Team and reports directly to the Assistant Director of Finance. Work with Capgemini and purchasing teams to match and verify invoices.Monito...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Controller

Controller

Shaw DevelopmentBonita Springs, FL, United States
serp_jobs.job_card.temporary
Job Title : Controller FLSA : Exempt Reports To : CFO Job Category (EEO Description) : Executive / Sr.Level Officials Managers Job Code (EEO Code) : 1. Job Family : Director Affirmative Action Job Group a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Small Business Banker

Small Business Banker

Valley National BancorpNaples, FL, US
serp_jobs.job_card.full_time
Responsibilities include but are not limited to : .Represents the bank in conducting active prospect and customer business development activities with small business clients designed to generate new ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Expert - Local

Tax Expert - Local

IntuitMiromar Lakes, FL, United States
serp_jobs.job_card.full_time
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United Sta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Wealth Advisor III - Tampa / Naples

Wealth Advisor III - Tampa / Naples

TruistNaples, FL, US
serp_jobs.job_card.full_time +2
Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.Responsible for developing and deepening client relationships through needs-based, high-level client...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Branch Manager

Branch Manager

Ameriprise FinancialNaples, FL, US
serp_jobs.job_card.full_time
The Branch Manager role leads one or more Ameriprise owned branch offices.They are responsible for understanding the local market and executing a business plan to grow the branch profitably.Key res...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30