New Accounts - Operations (Intl Broker-Dealer)
Ascendo Resources
New Account Operations Analyst (Broker-Dealer) International Clients Location: Miami, FL (on-site) We are seeking an operations analyst to support the onboarding and servicing of international clients new accounts for a well-recognized Broker-Dealer. This role involves managing the full lifecycle of account processes—opening, maintenance, and review—while ensuring compliance with regulatory and internal standards. The position requires strong knowledge of international account structures, operational workflows, and industry best practices. You will also provide guidance to team members, act as a key resource for escalations, and collaborate with internal departments to deliver top-tier client service. Key Responsibilities Oversee the setup and maintenance of international client accounts, including individuals, corporate entities, and institutional clients. Ensure that documentation requirements are met for each account type in line with jurisdictional rules and internal policies. Monitor and update client records to reflect changes in contact information, ownership, or authorized parties. Partner with Compliance, Legal, Tax, and AML teams to validate data and confirm adherence to firm and regulatory requirements. Serve as a mentor and resource to colleagues by providing informal training and sharing expertise. Review and analyze reports related to new and existing accounts to ensure accuracy and compliance. Exercise sound judgment in handling sensitive matters, identifying solutions for complex issues. Address branch inquiries and provide timely resolutions while maintaining a strong commitment to client satisfaction. Qualifications 2+ year experience in relevant positions Deep knowledge of international regulatory requirements, AML/KYC frameworks, and multi-layered corporate structures. Background in financial services with hands-on experience in account operations, compliance, or due diligence. Familiarity with industry rules and standards, including documentation and record-keeping requirements. Strong problem-solving, analytical, and communication skills. Ability to work across departments and with international clients in a collaborative manner. Proven decision-making skills and the ability to elevate key findings to leadership when needed. Spanish fluency (verbal and written); required #J-18808-Ljbffr Ascendo Resources
- ...liaison for transitioning practices to the broker dealer home office OSJ direct model Collaborates with... ...quarterly risk assessments and may propose new policies or procedures regarding risk Performs reviews of client accounts and documents and helps resolves client...AccountsHome office
- ...Financial Services (SFS) is the new captive finance company for... ...areas. Position Summary: The Dealer Relationship Manager (DRM) is... ...contracts, commercial fleet accounts and floor plan opportunities... ...knowledge of retail automotive operations, including sales finance and...OperationsAccountsContract workRemote workWork from homeHome officeVisa sponsorshipWork visaMonday to FridayShift workNight shiftWeekend work
$65k - $150k
...distinguished national wholesale broker and managing general agent (... ...systems, ensuring our sales operations stay at the forefront of... ...with retail agents to drive new business opportunities and grow... ...Manage the full lifecycle of accounts, including new business, renewals...OperationsAccountsContract workTemporary workLocal areaRemote workFlexible hours- ...Senior Portfolio Accountant At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're... ...Sheet, Statement of Investments, Statement of Operations, Statement of Cash Flows, and Notes to Financial...OperationsAccountsLocal area
- ...Group is seeking an Email Surveillance Specialist to monitor broker-dealer communications, including email and social media, ensuring regulatory... ...and firm policy adherence. The role supports institutional operations and involves collaboration with the supervisory team. The...Operations
$14 - $18 per hour
...customer calls and correspondence regarding new or existing insurance policies and... ...needs, evaluate replacement costs, round out accounts, and bind renewals.Confer with customers... ...underwriting procedures, coverages, and industry operations to effectively manage, maintain, and...OperationsAccountsHourly payWork experience placement$14 - $18 per hour
...customer calls and correspondence regarding new or existing insurance policies and... ...needs, evaluate replacement costs, round out accounts, and bind renewals. Confer with customers... ...procedures, coverages, and industry operations to effectively manage, maintain, and write...OperationsAccountsHourly payWork experience placement- ...business lines of StoneX Wealth Management. You will help design, implement, and oversee compliance programs across broker‑dealer and investment advisory operations, working with cross‑functional teams to ensure regulatory alignment and effective controls. The role requires...Operations
- ...customer calls and correspondence regarding new or existing insurance policies and... ...needs, evaluate replacement costs, round out accounts, and bind renewals. Confer with customers... ...procedures, coverages, and industry operations to effectively manage, maintain, and write...OperationsAccountsWork experience placement
$150k - $200k
BTG Pactual is seeking a senior Director / Executive Director of Operations to oversee the U.S. Broker-Dealer Operations, reporting directly to the Chief Operating Officer. This role is pivotal for managing a cross-regional team and ensuring strong operational controls...Operations- ...region's CAT Compact Equipment Dealer. This expansion strengthens... ...future of our Southern Florida operation. Apply today! The Coastal... ..., manages customer accounts, prepares rental quotations, and... ...while identifying and developing new business opportunities. Strong...OperationsAccountsFor contractorsWork at office
- ...Insurance Servicing Unit related to the business operations of the Bank including but are not limited... ...loan system, analysis of client escrow accounts, confirmation of annual statement... ...Performs QC for all “triggering events” (New, Renewals, Modifications, Extensions, Increases...OperationsAccountsContract workTemporary workWork at office
- ...the Leasing Advisor must engage potential new residents, their families, existing... ...reviews, monitor and update social media accounts, and post to external sites daily to meet... ...contractors and vendors Knowledge and computer operation systems (Microsoft Word, Excel,...OperationsAccountsFull timeTemporary workFor contractorsLocal areaMonday to Friday
$130k - $200k
...and notificationsApprove client capital account statements generated by third party administratorsReview... ...with various internal teams including Operations, Investor Relations, Management Reporting... ...questions; Marketing Blackstone funds to new or existing clients; Supervising or...OperationsAccountsFull timeLocal area- RYSE is looking for a Territory Sales Representative in Miami to build a dealer network for motorization products. The role focuses on prospecting, training new dealers, and growing accounts within the territory. Ideal candidates will have B2B sales experience, particularly...Accounts
- Jesse Mesa - State Farm Agent in Miami is seeking an Account Associate to enhance customer relationships and support daily operations. In this role, you will manage customer accounts, assist with policy changes, and process claims, ensuring efficient service delivery....OperationsAccountsFlexible hours
- Upshop is the market leader in Total Store Operations solutions for the Grocery and C-Store... ...across the store. More than 450 retail chain accounts trust Upshop across 30,000+ stores, 35+... ...that help customer-facing teams understand new capabilities, how to position them, and...OperationsAccounts
- Dionne James - State Farm Agent is seeking an Account Associate to help with daily business operations and customer success. In this role, you will manage customer accounts, assist with policy inquiries, and process insurance claims. The ideal candidate will possess strong...OperationsAccounts
- Senior New Account Onboarding - Wealth Management Senior New Account Onboarding - Wealth Management 2 days ago Be among the first 25 applicants... ...experience with onboarding new accounts and conducting all operations related. This person will sit in a wealth management...OperationsAccountsFull time
$76.88k - $127.5k
AVP, Dealer Relationship Manager - Miami FLCountry: United States of America It Starts... ...defined territory. This individual will be accountable for driving loan originations, educating... .... Strong understanding of dealership operations and auto finance products. Excellent...OperationsAccountsHourly payFull timeContract workWork experience placementWork at officeShift work- ...PURPOSE and PASSION to assist our more than 25,000 dealer partners throughout North America. Our Dealer Account Managers are individuals with the vision and... ...partners in the assigned area, along with acquiring new source and contacts. You will manage and consult in...AccountsFull timeWork at officeLocal areaRemote workFlexible hours
- ...~ Signing bonus As the Insurance Account Representative for Richard Cossio Agency, you’ll play a key role in our daily operations—and help customers succeed. You’ll grow the... ...questions and coverage options Assist with new policy applications, changes, and renewals...OperationsAccountsBase plus commissionWork from homeRelocation packageFlexible hours
- ...a brand, a technology platform, and an operations ecosystem spanning condominiums, hotels,... ...residences, and office spaces. We’re building a new kind of living experience: one that’s... ...process that affords more autonomy and accountability Own the full on‑site sales motion,...OperationsAccountsContract workWork at officeLocal areaFlexible hours3 days per week
$22.02 - $33.08 per hour
...Automotive - USA Job Family Group Vehicle Operations Job Profile Wholesale Inventory -... ...Kendall, Doral and surrounding areas. The Dealer Services Specialist II embodies a One Manheim... ...greatest minds to help breathe life into new possibilities - and drive innovation for...OperationsRemote jobHourly payVisa sponsorshipFlexible hoursShift work- ...Coverage Systems (ERRCS) to hunter-drive new revenue in commercial real estate, healthcare... ..., building pipeline, and closing major accounts with the support of first rate marketing,... ...contracts. Flexible Work Culture: Operate remotely from Miami, FL, Orlando, FL, or...OperationsAccountsFor contractorsRemote workFlexible hours
- ...Solutions in Miami, FL is hiring Freight Sales Account Executives to grow our customer base and drive gross profit through new and existing freight business. This hunter/... ...own your book of business, and partner with operations to ensure on-time service and #J-18808-...OperationsAccounts
- ...Senior Broker - Life Sciences ~202605063 ~Philadelphia, Pennsylvania, United States... ...risk management solutions for clients operating across the life sciences industry, including... ...), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent...OperationsAccountsFull timeContract workTemporary workLocal areaVisa sponsorshipWork visaFlexible hours
$55k - $65k
...Accounts Receivable Specialist We are looking for an experienced accounting professional... ...customers and collaborate with internal sales, operations, customer service, and finance teams.... ...We are looking for someone who can learn new systems quickly and independently...OperationsAccounts$118.7k - $243.7k
Position Summary New Ventures Technology & Innovation | Strategy & Transformation... ...plans, owners, decision points, and operating rhythms — with execution risks and dependencies... ...wage range for this role takes into account the wide range of factors that are considered...OperationsAccountsLocal area- ...physical assets, vehicles, depots, and operations technology that power the next generation... ...documented records. You will report to the Accounting Manager and work closely with the... ...Proficiency in Excel and comfort learning new accounting systems ~ Dependable team...OperationsAccountsFull time
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