Brokerage Operations Specialist: Transfers & Service
Thrivent
Thrivent is seeking a Brokerage Operations associate to handle incoming calls and process new account documents, maintenance requests, distributions, and transfers, including ACAT and non-ACAT transfers. You will analyze non-routine items and collaborate with service teams to ensure accurate, timely processing. The role requires 1–2 years in financial services and FINRA licensing (7 and 63/65 or 66) or plans to obtain within 90 days. #J-18808-Ljbffr Thrivent
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Brokerage Operations Specialist: Transfers & Service in New York, NY vacancy
$70k - $75k
...Vouch Brokerage Operations Team Member Vouch is the insurance broker that powers ambition. We're a tech-enabled insurance advisory and brokerage... ...companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex...SuggestedHourly payWork at officeFlexible hours3 days per week- Thrivent in the United States is seeking a brokerage operations associate responsible for answering... ...documents, maintenance requests, transfers and distributions. You will analyze non... ...collaborating across teams to deliver timely, accurate service. #J-18808-Ljbffr ThriventSuggestedRemote job
- ...specialty insurance products and services. Our experienced brokers are... ...solutions to retail brokerage firms. We define ourselves through... ...-to-day administrative and operational support to Casualty brokers.... ..., firing, promoting, transferring, compensation, benefits, training...SuggestedWork experience placement
$55k - $60k
Join to apply for the Jr. Operations Specialist (DTC) role at Oppenheimer & Co. Inc. 6 days ago Be... ...middle-market investment bank and full service broker-dealer. With roots tracing back... ...industry, including retail securities brokerage, institutional sales and trading,...SuggestedFull time- ...JOIN FCS At Florida Cancer Specialists & Research Institute, we believe... ...by following it values and service standards. The Patient... ...team as assigned. Provides operational support in delivery of patient... ...radiology visit appointments. Transfers callers to appropriate department...SuggestedPrivate practiceWork at officeImmediate startRemote work
$63k
...Dublin, Halifax, and Singapore. Payment Operations Specialist, Technical Operations Department:... ...recently separated veteran, armed forces service medal veteran, or other protected... ..., work authorization support, or visa transfer to work in this location? * Select......Local areaRemote workVisa sponsorshipWork visa- ...infrastructure for spa owners. They operate in a fast-paced environment... ...& Marketing Implementation Specialist who takes immense pride in... ...and supports local bank transfers in your country of residence/... ...applications from regions where Wise services are unavailable. #J-18808-...Local areaRemote work
- United Hr Solutions is seeking a Sales Operations Coordinator for a client in the wellness sector. The role focuses on lead management,... ...coordinate with Finance and the Sales team, handle refunds and transfers, and maintain accurate operational records while delivering...
$75k - $85k
...a New York City-based, full-service commercial bank providing tailored... .... Founded in 1999, MCB operates banking centers in Manhattan... ...Position Summary: Loan Operations Specialist will be responsible for the... ...termination, layoff, recall, transfer, leaves of absence,...For contractorsWork experience placementWork at officeLocal areaRemote work- ...technology and unparalleled customer service. We pride ourselves on our... ...experienced Premier Travel Specialist to manage end-to-end travel... ...for flights, hotels, transfers, and premium services worldwide... ...Management to ensure operational excellence and smooth information...Remote workWorldwide
- HealthEdge Software, Inc. is seeking a Technical Operations Associate II (L1) to manage incidents and service requests, monitor production jobs, and ensure timely... ..., and effective monitoring of API health, file transfers, and batch #J-18808-Ljbffr HealthEdge Software,...Remote job
- ...Description The Path Set Before You operates within the personal and... ...responsibility and continuous growth. Client Services & Operations Specialist — Remote We are seeking a self-directed... ...Community or nonprofit work Transferable professional experience is welcomed...Remote jobWork at office
$70k - $80k
...industries. By combining technology with exceptional service, we deliver greater transparency for boards, more efficient operations, and a better resident experience. About... ...'ll own the day-to-day execution of Daisy's transfers function — unit sales, leases, renewals,...Remote workDaisy
New York, NY23 hours ago$78k - $90k
...Affiliate Operations Specialist (Human Resources) - Manhattan Position type Full-Time Department Human Resources Location... ...provides administrative, practice management, and human resources services in support of its more than 4,000 clinical providers....Full timeWork at officeImmediate startFlexible hoursPAGNY
New York, NY1 day ago- ...providing end-to-end solutions for restaurants, retail, and service businesses. Our platform includes POS systems, payment processing... ...to grow, we are looking for a detail-oriented and proactive Operations Specialist to support our HR and daily business operations. Position...Work at office
Abacus Business Computer
New York, NY29 days ago - Ultimus Fund Solutions is seeking an Account Services Specialist I for Alt Fund operations. You will help service new accounts, manage daily and periodic... ..., and support capital calls, tenders, and related transfers with internal teams and external partners. This role...
$19.61 - $24.51 per hour
...represents the global pinnacle of style, service and modern luxury. With its rich history... ...organization. You will perform operational, daily tasks to support store sales, profitability... ...including: Merchandise handling, transfers, and processing of inbound / outbound freight...Full timeFlexible hoursAfternoon shift$50k
...company. The ideal candidate will be responsible for purchasing products based on demand and will support supply chain operations as an operations specialist. Key responsibilities include vendor selection, vendor relations, cost improvement initiatives, and purchasing...Full timeLocal areaMonday to FridayAxon US Corporation
New York, NY15 days ago$18 per hour
...Operations Associate A New York landmark since 1901, Bergdorf Goodman represents the global pinnacle of style, service and modern luxury. With its rich history of showcasing leading and... ...managers Merchandise handling, transfers, and processing of inbound / outbound...Hourly payFull timeFlexible hoursAfternoon shift$65k - $95k
4. Ad Operations Specialist, Audio# Ad Operations Specialist, Audio## DescriptionBetterHelp is on a mission to remove the traditional barriers... ...Founded in 2013, we are now the world's largest online therapy service, providing affordable and convenient therapy across the...Full timeWork experience placementWork at officeImmediate startRemote work- # People Operations CoordinatorUnited States2 hours agoID 4699395Price... ...high-volume, high-accuracy service across HR transactions, data... ...hires, changes, promotions, transfers, terminations, and org... ...People Business Partners and specialists. • Mobility and benefits support...Permanent employmentFull timeContract workLocal areaShift work
$68.3k - $72k
...Since launching in 2021, we’ve expanded our services to include Preconception and Miscarriage... ...our team of clinicians, innovators, operators, and technologists who are passionate about... ...We are looking for a People Operations Specialist to join our growing People & Culture...Full timeLocal area$26 - $30 per hour
...classroom-related guidance and promote assignment fulfillment and retention. Engage school partners to ensure service satisfaction and retention. Analyze operational data to improve fill rates, guest teacher utilization, processes, and performance. Collaborate with...Hourly payContract workFixed term contractWork experience placementAfternoon shift$26 - $30 per hour
...and customer impact without defaulting to escalation. As an Operations Specialist III, you're that person for your team. You resolve what OS I... ...which carrier, which cost, which tradeoff — that protect both service quality and margin. For the rare issue that needs to be...Hourly pay- ...deployments aboard our ultra-luxury ships. The Nautical Applications team in the Deck department coordinates operations to the highest standards of safety and service. This fixed-term contract offers opportunities to travel the world, develop specialized skills at sea, and...Fixed term contract
- ...and system knowledge Serve as a knowledgeable contact for internal departments Communicate with other teams and employers through service requests to resolve account discrepancies Create, update and maintain member plans and balances Create, update and maintain employer...Flexible hours
- Arch Insurance Group Inc. is seeking an Underwriting Service Specialist to support a new product within the Executive Assurance team. You will help build workflows, develop SOPs, and drive change in collaboration with underwriters, corporate resources, and global teams...
- Twilio is hiring an Operations Specialist to manage global phone number operations, including porting numbers for customers and ISVs. You will... ...smooth catalogs and connectivity, with a focus on personalized service and efficient issue resolution. The role emphasizes learning...Remote job
$70k - $80k
...Google. Salesloft: People Operations Coordinator - Temp to FTE Opportunity... ...high-volume, high-accuracy service across HR transactions, data... ...hires, changes, promotions, transfers, terminations, and org... ...Business Partners and specialists. Mobility, & Benefits Support...Permanent employmentFull timeContract workTemporary workLocal areaRemote workWork from homeShift work- ...logistics provider. From expedited services for perishable products to... ...the logistics cycle. The Operations Specialist will collaborate with the... ...loads, internal/external brokerage, track & trace, and rate... ...promotions, terminations, layoffs, transfers, and leaves of absence. #J...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Brokerage Operations Specialist: Transfers & Service. Be the first to apply!
Related searches
- office operations specialist New York, NY
- deal operation specialist New York, NY
- branch operations specialist New York, NY
- legal operations specialist New York, NY
- customer operations associate New York, NY
- data operations specialist New York, NY
- operations consultant New York, NY
- ad operations specialist New York, NY
- operations specialist New York, NY
- legal operations associate New York, NY