Brokerage Clerk I Job Description Sample
Import Clerk Must Have Customs House Brokerage Experience - #15047
Import Clerk Must have Customs House Brokerage Experience - #15047
International Freight Forwarder and Customs House Broker in the Hawthorne, CA area needs an energetic Import Clerk to handle Customer Service and Documentation from A to Z, Correspondence, Import Clearance and Duties; Interact with Federal Agencies, Carrier Selection and Dispatch. Client Requires previous CHB Experience and a Stable Job Record.
Working Knowledge of Cargowise would be a Plus as would a College Degree. Good Benefits. $40K to $50K DOE.
MCR Agency, LLC
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Director (Rvp) Brokerage – Financial Institutions
Director (RVP) Brokerage – Financial InstitutionsDirector (RVP) Brokerage – Financial Institutions NC, Charlotte Job ID :44195 Job ID :44195 Company Description AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives.
One of the hallmarks of our proud heritage is providing world-class customer service. We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family. Job Purpose This position is primarily responsible for wholesaling to brokerage general agencies (BGAs) and personal producing general agencies (PPGAs). Provides education and sales support to BGAs and PPGAs to help drive the sale of AXA life insurance products. • Develops & maintains sales programs with assigned accounts in an assigned territory. • Identifies client needs & coordinates efforts to service assigned accounts. • Conducts sales promotion & product training meetings for assigned accounts & existing or prospective policyholders. • Typically assigned an important territory. • Responsible for the rollout of new products at assigned accounts • Responsible for prospecting for new accounts. • Will cover the following states:
MI, IN, OH, DC, VA, WV, MD, Western PA, WI, IL, MO, KY Qualifications Required Experience: • Strong sales skills & product knowledge. • Exceptional communication skills • Bachelors • 5-8 years related experience • Life & Health Insurance License, Series 6 or 7 & 63 licenses. Other information NOTE: AXA participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment. AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
Red Classic - Brokerage Representative
RED CLASSIC - BROKERAGE REPRESENTATIVE Red Classic is a subsidiary of Coca-Cola Bottling Co. Consolidated—one of the most recognized brands in history—our objective is to deliver the finest service available in truck load and less than truckload transportation, dedicated contract carriage, transportation management, freight brokerage and maintenance services nationwide. The primary function of the job is to train how to execute the shipments, communicate with customers, and improve industry competency of new Brokerage team members. This role will develop into the Operations side (CPR) or Business Development side. Brokerage Representatives will train by creating a carrier base through daily solicitation, building long term carrier relationships, negotiating pricing agreements with carriers, and managing the execution of RCTS shipments to increase external revenue potential. Brokerage Representatives will move into their future roles within 6 months at the Brokerage Operations Managers recommendation.
Daily solicitation of new and existing carrier base
Build and develop relationships with multiple levels of contacts within carrier accounts
Begin to develop an understanding of market trends, seasonality, and their impacts on costs to maximize company profitability
Develop industry and market knowledge to successfully negotiate high volumes of spot market pricing agreements and other business as given with carriers to ensure adequate capacity levels
Convert new relationships into repeat business through successful relationship building and customer service
Verify all Red Classic safety standards and operational expectations are being met
Work with team and ops manager to ensure the successful execution of all customer expectations for shipments under your management
Provide timely communication of any potential problems along with actionable solutions to all internal and external stake holders
Deliver industry leading customer service to all internal and external trading partners
Other duties as assigned
Bachelor's Degree required
Must be highly motivated and a team player Red Classic is an equal opportunity employer. Location: Dallas, TX
Job Code:* RC2210
Brokerage Operations Manager
Description Manage, coach, and supervise a team of Operations Principals for the firm. Participate in the recruitment and selection of assigned team. Create strong partnerships with internal colleagues, provide FINRA supervisions, auditing, reporting and results for team relative to assigned financial budget. Work closely with Compliance, Operations, and the Sales team throughout the review process. Manage the risks associated with transaction and exception approvals in order to limit liability, risk, and financial loss to the firm. Manages and assigns the work Queues ensuring all SLAs are met Manage the risks associated with transaction and exception approvals in order to limit liability, risk, and financial loss to the firm Identifies trends and operations risks to pro-actively assist Senior Management with implementing process improvements and policy updates to ensure controls are in place in accordance to company/regulatory standards Researches and resolves complex discrepancies relating to client accounts and trade inquiries. Makes independent decisions on whether or not to approve client trades submitted by Financial Consultants based on the documentation and rationale received.
Highly Analytical + Strong supervisory and management skills + In depth knowledge of securities industries rules, regulations, and sales practices + Good interpersonal, verbal, and written communication skills to be able to interact effectively with clients, financial consultants, support staff, and management.
Ability to think and work independently with little to no direction.
Ability to influence Senior Leadership on policy and procedure decisions.
FINRA Licenses 7, 24, 53, 63 & 65/66 required along with a minimum of 7 years of experience in securities sales, sales management, operations or compliance, including supervisor responsibility Hours & Work Schedule Hours per Week: 40 Work Schedule: 8-5
Why Work with Us At Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity It is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Equal Opportunity & Affirmative Action Employer Disabled/VeteranCitizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.
Freight Brokerage Coordinator
Requisition Number 17-1414 Job Title Freight Brokerage Coordinator Full Time / Part Time Full Time Work Hours 8:00am-5:00pm Monday-Friday Location West Chester HQ City West Chester State Pa Postal Code 19382 Description A. Duie Pyle is seeking an Experienced Freight Brokerage Coordinator!
This is a unique opportunity to join a family-owned, industry-leading, employee-focused company! Our Core Values is what has kept us in business for over 93 years! ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties may be assigned. • Receive requests for brokerage pricing and respond with approved pricing, supporting material and documents. • Handle brokerage spot quote requests from customers or account managers • Log brokerage quotes • File and report quote activity • Schedule loads with Shipper and Consignee • Tender loads to Carrier and update arrival departure times on planned loads • Maintain broker contacts for both outbound and inbound brokerage opportunities • Satisfy customer requirements • Present a professional and confident attitude Requirements QUALIFICATIONS to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Demonstrate the Pyle Culture through personal behavior • Strong geographical knowledge of the Northeastern United States • Well organized and able to handle interruptions • Excellent interpersonal skills • Good oral and written communication skills • Good listening skills • Ability to use mainframe computer system and related software • DOT hours of service knowledge • Strong attention to detail and insuring things are done correctly • Ability to prioritize and meet deadlines • Knowledgeable on truckload rates • Able to handle high stress situations As an EEO/Affirmative Action Employer all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status Keywords: Brokerage, freight broker, freight quotes, quotes, broker, loads, schedule loads, freight scheduling, freight pricing
Private Brokerage & Financing
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At December 31, 2016, BlackRock’s AUM was $5.1 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of December 31, 2016, the firm had approximately 13,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com | Twitter: @blackrock_news | Blog: www.blackrockblog.com
About the Group As one of the core Investments groups, BlackRock’s Trading and Liquidity Strategies (TLS) combines Equity, Rate, Credit, Foreign Exchange and Electronic Trading, Transitions and Cash Management, and Securities Lending & Finance into one business that interfaces with the market. Partnering with portfolio management and regional leadership teams, TLS strives to deliver benefits of scale, enhance processes and transparency, improve trading performance, and drive innovation to provide tangible benefits to our clients, investment professionals and shareholders. In order to achieve enhanced trading execution across the firm, TLS also partners closely with our internal technology group.
About the Role The Securities Lending & Finance (SLF) business manages financing activity across securities lending, repo trading and prime brokerage services. With diverse financing balances spread across global equity and fixed income securities, SLF is on the forefront of market developments. Through cutting edge technology, quantitative techniques, sophisticated models and imbedded research, our investment management approach provides superior performance for our clients and is an important part of the BlackRock brand. The Prime Brokerage and Financing [“PB&F”] team within SLF supports the firm’s levered and alternative products through oversight across prime brokerage, derivatives and other related financing strategies; managing the cost of borrowing and overall financing. PB&F serves as the main contact for counterparty credit officers and is also significantly involved in activities such as regulatory reporting, counterparty and liquidity risk management, and trading documentation initiatives. BlackRock is seeking a PBF Associate-level candidate.
Become an expert in and be able to articulate the strategies, investment management process and financing methodologies of Blackrock’s managed funds.
Develop functional product knowledge on prime brokerage financing, equities, swaps, fixed income, repo, futures, and other instruments.
Understand front to back trade workflow and trade lifecycle events.
Build strong working relationships across multiple groups that are the team’s clients and partners.
Work with internal groups to review guidelines and product launches to determine the level of involvement, complexity and prioritization required by the Prime Brokerage & Financing team.
Be able to quickly retrieve, store, and organize key information about funds covered by the team including strategy, portfolio construction and other financial data.
Continuously build upon and improve team processes and creatively problem solve new issues.
Interact with external credit officers and be able to resolve on-going inquiries or escalation as part of their credit reviews of BlackRock’s managed funds.
Support the Prime Brokerage & Financing team as necessary on a variety of objectives as needed.
Day to day financing of equity portfolios across all investment strategies.
Provide oversight of existing financing structures or terms and renegotiate where applicable.
Experience + 7-10 years of experience, including a solid understanding of prime brokerage financing, fixed income securities, futures and other financial instruments.
Willingness to learn and work collaboratively and continuously.
Strong relationship management and interpersonal skills
Excellent organizational and problem solving skills, be able to manage and prioritize a wide variety of concurrent and competing projects.
Ability to work independently, think through issues and propose solutions.
Advanced Microsoft Excel skills at a minimum; experience with Visual Basic, Access and other database environments are preferred.
Knowledge of or ability to quickly learn SQL query writing; understanding of complex data structures is preferred.
Ability to adapt to a fast changing environment. BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, disability, veteran status, and other statuses protected by law.
Job Function:Investment Management (Trading, Research, Portfolio Management)
Title:Private Brokerage & Financing
Primary Location:Americas-United States-New York
Job Posting:Jan 17, 2018, 12:00:00 AM
Brokerage Business Development Manager I
We are now hiring Req #809 Brokerage Business Development Manager I Hourly Full Time Tuesday, November 21, 2017 AN EQUAL OPPORTUNITY AFFIRMATIVE ACTION EMPLOYER Job purpose The Brokerage Business Development Manager will seek and identify sales leads and pitch goods or services to new clients within a brokerage environment. This person will build key customer relationships, identify business opportunities, negotiates, and close business deals while maintaining knowledge of current market conditions. Duties and responsibilities
Will place high volume of outbound phone calls daily
Will generate and develop new business opportunities
Negotiate and build long-term relationships over the telephone with contacts
Make professional decisions in fast paced environment balancing time, service standards, and profitability while impressing clients
Will work individually but be able to play on the team and be willing to assist others while multi-tasking
Must be able to provide clients and team members clear, concise updates on the status of shipments
Grow a profitable book of business Qualifications
Bachelor degree preferred but not required
Two years preferred experience in the industry
Must be a fluent communicator in person, telephone and e-mail
Taking role must not violate a non-compete/solicit agreement
Fluent in Microsoft office products
Must be coachable Working conditions Office environment, using standard office equipment such as computers, phones, photocopier, filing cabinets and fax machine. Requires extensive computer work. Work is generally 8-5, Monday to Friday; occasional evening and weekend work may be required
Role will include meetings at client offices, warehouse facilities. Some travel can be required. Physical requirements Should be able to sit, walk and stand as needed EEO/AA/M/F/VETS/DISABLED Hourly High School CC480 Dallas, TX, Dallas, Texas, United States of America
Brokerage Service Specialist - Institutional
Description: Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616 Monica Cauley 1128-37277
We believe that , when done right, investing liberates people to create their own destiny.
We are driven by our purpose to champion every client’s goals with passion and integrity.
We respect and appreciate the diversity of our employees, our clients, and the communities we serve.
We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day.
We champion our employee strengths, guide their development, and invest in their long-term success.
We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners.
Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity: Charles Schwab Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. In partnership with ACT, Schwab Alliance provides premium services for clients of independent financial advisors. The services provide practical financial tools and resources and a dedicated service team to complement the advisor-client relationship. Alliance’s vision is to act as a liaison for the Financial Advisor, enhancing their client product and service offering by leveraging the scale of Schwab. Brokerage Service Specialists carry out that vision by working in small, highly collaborative teams that consistently strive to provide a positive experience in every client interaction. What you’ll do: As a Brokerage Service Specialist you will be the primary point of contact for the clients of independent advisors who custody assets with Schwab and provide “best in class” service. It’s this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage. This is a phone-based position.
Proactively consult and educate clients of Independent Investment Advisors
Research and respond to client issues related to online enrollment, forms, trading, tax reporting, transfers, and various other areas of product knowledge and support
Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
What you have:
Successful completion of our Client Focus Assessment which measures potential talent and role fit
Active and valid FINRA Series 7 & 63/66 licenses. If you do not currently have a Series 7 & 63/66 licenses, you will need to successfully pass and obtain Series 7 and 63/66 licenses under a condition of employment.
Strong interpersonal, verbal, and written communication skills
Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
The ability to multi-task, actively listen, assess client needs, and research information What you’ll get: Sabbatical Program, Employee Wellness Program, Volunteer Time, Tuition Reimbursement, Employee Resource Groups and --- the opportunity to do the best work of your life!
Financial Fitness: 401k Match, Employee Discounts, Personalized Advice, Brokerage Discounts
Culture of employee development and promoting from within
The ability to earn an annual bonus based on company results and personal performance
Learn more about Life@Schwab at https://www.aboutschwab.com/work-at-schwab
See Charles Schwab Benefits at https://www.aboutschwab.com/images/uploads/inline/schwab-benefits-guide-2016.pdf for more details Hear from our employees on what it’s like to work at Schwab:http://tiny.cc/e26a0x Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants.
If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know.
The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online. Job Specifications Relocation Offered?: No Work Schedule:
Days Languages: English - spoken Current Licenses / Certifications: None Relevant Work Experience:
Brokerage Operations-2-5 yrs, Brokerage Operations-less than 2yrs Position Located In: TX - Westlake Education: BA/BS Job Type:
Full Time Category:Customer Service/Client Service Activation Date: Friday, December 8, 2017 Expiration Date: Thursday, February 1, 2018 Apply Here
Discount Brokerage Rep I-Iii DOE
Overview At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below.
Responsibilities Function: Provide trading and operational support for brokerage clients including all website activity and all of BCIS' sales team and its affiliates. Coordinates and facilitates projects as requested by management.
Enter and exit security positions as efficiently as possible as determined by both price and time to Order fulfillment.
Provide securities quotes and industry information.
Provide timely responses to account questions and issues, resolution of problems and guidance on procedural processes.
Coordinate documentation for compliance and broker/dealer operations.
Assist clients with our website and web trading.
Reconcile brokerage firm accounts.
Back up Fixed income Trader.
Maintain trade reporting activities for the firm.
Provide investment research.
Deliver a high level of customer service
Other duties as assigned.
Must meet credit history and criminal background requirements associated with Financial Industry Regulatory Authority registration process, to include FBI fingerprint criminal history, review of credit report, civil litigation, liens, and other public records.
Discount Brokerage Representative I: College degree or equivalent work experience. NASD Series 7 and 63 securities licenses. Six months experience in sales, customer service, or an investment-related position. High level of attention to detail and a strong sense of personal responsibility. Superior written and verbal communication skills. Must work well under pressure and have a calm disposition.
Discount Brokerage Representative II: Bachelor’s degree or equivalent professional experience. Five years brokerage operations experience. Excellent oral and written communication skills, along with superior level of interpersonal, customer service and organizational skills. Must have the ability to think and act independently, identify problems, find resolutions and manage through to implementation. Must have proactive service attitude. Knowledge of operation and broker/dealer functions, such as, cashiering, account transfers, qualified accounts, etc.
Discount Brokerage Representative III: Bachelor’s degree preferably in Business/Finance or equivalent work experience. Minimum two years investment background along with NASD Series 7 and 63 securities licenses. Must have strong decision making, judgement and problem solving skills. Excellent communication skills a must! Must take initiative and be motivated. Must work well under pressure and have a calm disposition. Previous supervisory experience strongly desired. Will be required to attain Series 24 and 53 securities licenses within six months.
College degree in business related field.
Telephone sales and/or high volume customer service experience.
Experience in broker/dealer back (mid) office environment.
Site NameAL-BIRMINGHAM-CORPORATE HEADQUARTERS
EOE StatementEqual Opportunity Employer - Minority/Female/Disability/Veterans.
Brokerage Operations Cashiering Supervisor
Supervise the day-to-day activities of team or teams within a department including but not limited to administering performance reviews, progressive discipline, staffing, ensuring adequate initial and ongoing training, and ensure adherence to company and departmental policies, procedures, and standards
Drive overall team effectiveness by monitoring morale, work quality, and prioritizing team assignments Implement team enhancements in order to continually improve service
Implement team enhancements in order to continually improve service
Provide input to management for the budgetary process
Resolve escalated issues and fill in when necessary by performing regular departmental duties
- Maintain accurate records and document actions for areas managed
Language Ability: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to write and speak English fluently.
Mathematical Ability: Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
E-mail, Internet software, spreadsheets and their macros, graphics, word-processing, and company proprietary software used by the department. Typing skills in the 40-50 wpm range.
Ability to apply basic principles and techniques of supervision.
Ability to follow verbal and written communications.
Ability to communicate effectively with public and co-workers in a professional and courteous manner.
Ability to express ideas clearly both in written and oral communications.
Ability to self-motivate and work independently.
Ability to get ideas accepted and to guide a group of individuals to accomplish a task.
Ability to travel locally within a specific geographic area; limited travel outside of specific geographic area (some overnight travel) when applicable for team.
Ability to organize and manage multiple priorities (time management).
Ability to plan and organize the activities of the team.
Ability to develop and motivate a team.
Ability to work well under pressure.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Education/Experience: Bachelor’s degree from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Certificates and Licenses: Financial Industry Regulatory Authority (FINRA) Series 7 is typically required. Other licenses or certificates may be required for this position unless dictated by the department. *As part of the application process, a candidate account is required to log in and view application(s). Please be sure to check email regularly for information regarding our employment process.
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