Operations Specialist — Broker-Dealer Client Onboarding
Bci Miami
Bci Miami is seeking an Operations Specialist to manage client onboarding and operational matters within the broker-dealer. Responsibilities include handling account documentation, supporting financial advisors, and ensuring compliance with regulations. The ideal candidate should have 3-5 years of financial or banking experience, a high school degree (college preferred), and proficiency in English and Spanish. This role is crucial in maintaining operational efficiency and requires multitasking under pressure. #J-18808-Ljbffr Bci Miami
- ...Securities is a boutique U.S. broker-dealer affiliated with a leading... ...institutional and high-net-worth clients, leveraging global... ...trading, capital markets, and operations/compliance. This role is designed... ...products) Support client onboarding materials and pitchbooks...SuggestedInternshipWork at officeAfternoon shift
- ...We are seeking a Chief Compliance Officer with Broker/Dealer experience to join our client's team! A Chief Compliance Officer (CCO) for a broker-dealer... ..., and best practices for areas such as client onboarding, trading, and marketing materials. Monitoring and...Suggested
- ...guidance to the assigned Advisors and/or Brokers. Provides guidance and support to the sales process and resolves any issues with clients by working closely with Senior Relationship... ...the necessary resources to successfully operate within the firm. Partners with key...SuggestedTemporary workWork at office
$115k - $150k
...****@*****.***. Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products...SuggestedWork experience placementLocal areaFlexible hours- Bci Miami is seeking a Broker-Dealer Intern in Miami, FL. This internship offers hands-on exposure to sales & trading, capital markets, and operations/compliance within a regulated securities environment. Interns will be involved in market monitoring, research, and preparation...SuggestedInternship
- Grip in Miami is seeking an Operations Specialist who excels at solving problems and building strong client relationships. You'll act as the primary contact for clients, ensuring smooth communication and high satisfaction levels. This role requires 0-3 years of experience...
- ...looking for a driven and customer-focused Operations Specialist who thrives on solving problems, building trust with clients, and making complex logistics feel effortless... ...ownership of client projects , including onboarding, reporting, and claims management....Contract workInternship
- ...About the job Cruise Operations Support Specialist We are bringing on Cruise Operations Support... ...our remote team. You will assist clients with planning, booking, and support... ...Remote work flexibility. Training and onboarding. Growth opportunities. Travel...Remote work
- ...Securities is a boutique U.S. broker‑dealer affiliated with a leading... ...and high‑net‑worth clients, leveraging global distribution... ...law. Job Summary The Operations Specialist is responsible for providing... ...in the full client account onboarding process related to a Broker...Remote workAfternoon shift
$93.1k - $173.4k
...Business Development Specialist Our not-so-secret sauce. Award-winning, inclusive, top... ...Development Specialist at MMA Private Client Services – National. Marsh McLennan Agency... ...record includes these skills: Broker License. Bachelor's degree strongly preferred...Minimum wageLocal areaNight shift$93.1k - $173.4k
...different and how you can thrive as a Business Development Specialist at MMA Private Client Services – National. Marsh McLennan Agency (MMA)... ...your professional track record includes these skills: Broker License. Bachelor's degree strongly preferred. Minimum...Minimum wageLocal areaNight shift$50k - $60k
...Mortgage Loan Officer Assistant to enhance customer service and streamline the mortgage process. In this crucial role, you help ensure clients have a smooth experience from contact to contract, allowing Loan Officers to focus on generating more loans. The ideal candidate is...Contract work- Insigneo is seeking a Sales Supervisor to provide day-to-day supervision and guidance to Advisors/Brokers. The role includes ensuring compliance with sales processes and supporting the sales team in achieving their goals. The ideal candidate should have a Bachelor’s degree...
- ...services team. The position involves non-sales functions such as opening new accounts, preparing meeting documents, and responding to client queries. Ideal candidates should have strong organizational skills and attention to detail. This role offers significant...
- ...Analyst who will take ownership of workstreams to help solve clients' toughest challenges. You will collaborate directly with clients... ...This role demands an understanding of capital excellence and operational improvements. We provide continuous learning and growth opportunities...
- ...Position Purpose To meet or exceed the expectations of our clients, each and every time we are of service to them. To respond... ...strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions...Work at officeLocal areaNight shiftWeekend work
- ...Job Summary: The Operations Specialist is responsible for the following: administrative support to the Operations Director and the management... ..., and conference calls with internal/external parties/clients, as needed • Coordinating travel arrangements including processing...Work at office
$70k - $80k
...Overview Job Title: Audience Data & Operations Coordinator Department: Digital Reporting... ...communicated to internal teams and clients. Responsibilities What You'll Do:... ...needs. Coordinate client audience onboarding requests, provide clear instructions, answer...Full timeLocal areaRemote workFlexible hours$51.04k
...Agency: Management Services Working Title: BUILDING OPERATIONS SPECIALIST - 72002072 Pay Plan: Career Service Position Number:... ...Notes: DMS is committed to successfully recruiting and onboarding talented and skilled individuals into its workforce. We recognize...For contractorsSecond jobWork at office- ...-site lead for FM services, vendor coordination, and workplace operations. Highly organized and detail-oriented, you are execution-focused... ..., well-managed, and high-quality workplace experience for client employees and guests. Responsibilities Responsibilities...Full timeFor contractorsWork at officeLocal areaFlexible hours
$71.96k - $128.5k
...Senior Operations Specialist (Water) At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is... ...solutions with better reliability and improved operability for our clients. You will not only be a part of our East Region team, but...Full timeTemporary workPart timeFor contractorsFor subcontractorWork at officeLocal areaImmediate startWorldwide$50k - $100k
...Agents Receive: ✔ Their own territory of approximately 2,000 clients ✔ Full access to our 100,000+ client database ✔ Free... ...guidance and pre-licensing coursework Exam Discount Clear onboarding once licensed Income & Growth Commission-only and unlimited...Full timeHome office- ...outbound calls as needed to generate new business and maintain client relationships. Exercise sound judgment in customer service decisions... ...Competitive pay structure and bonuses based on performance. Paid Time Off (PTO). Comprehensive training and onboarding support...
- Supervisor Onboarding Operations page is loaded## Supervisor Onboarding Operationslocations: Miami, FLtime type: Full timeposted on: Posted Todayjob requisition id: JR102153**As Mount Sinai grows, so does our legacy in high-quality health care.**Since 1949, Mount Sinai...
- ...Business Operations Specialist Location: Miami, FL 33133 (Fully Onsite) Company: Founded over two decades ago, Boyne Capital... ...the team across compliance, contract & vendor management, onboarding/offboarding, training, information technology, accounting/finance...Contract workWork at office
- ...Business Loan Broker Our partner is a premier business funding... ...funding platform to prospective clients. Facilitate and guide... ...principles and small business operations. Previous experience in sales... ...network. Comprehensive onboarding and continuous training resources...Remote workFlexible hours
$71.74k - $109.32k
...Marketing Operations Program Specialist DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone... ...Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties. Produce...Work at officeRemote workVisa sponsorship- ...PROFESSIONAL INC. is seeking a Licensed Insurance Agent for a full-time position based in Miami, Florida. The role involves advising clients on insurance coverage, managing policies, and conducting thorough consultations to recommend appropriate products. The ideal...Full time
- ...Securities Operations Specialist The Securities Operations Specialist is directly responsible... ...treasury transactions, within the bank and broker dealer. The Securities Operations Specialist... ...customer service to internal clients (bankers / register representatives)....Work at office
- ...purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of... ...of H&R Block! What you'll do...: As a s easonal Operations Technical Specialist , you will play a key role in supporting office readiness...Work experience placementSeasonal workWork at officeRelocation
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