beBeeBusinessAcceptance Jobs in United States

Job Summary · The Opportunity We are seeking a Business Acceptance Consultant to conduct back-office review and firm-acceptance of Inforce business submissions related to Brokerage, Direct and Third-Party Advisory accounts. Additionally, this role will assist with Brokerage/Advis ...

Job Summary · The Business Acceptance Consultant will be responsible for conducting back-office reviews and firm-acceptances of in-force business submissions related to brokerage, direct, and third-party advisory accounts. · ...

Job Description · The Opportunity As a Business Acceptance Consultant you will conduct thorough back-office reviews and firm-acceptances of Inforce business submissions related to Brokerage, Direct, and Third-Party Advisory accounts. Additionally, it is expected that you will ass ...

Conduct thorough back-office reviews and firm-acceptances of in-force business submissions. · Assist with brokerage/advisory transfer of assets and money movement items as needed. · Determine root cause of issues, provide solutions, and resolve matters independently without manag ...

About the Role: · Conduct thorough back-office reviews and ensure accurate firm acceptance of Inforce business submissions. · You must have 3 years MMLIS experience or 5 years experience in Brokerage/Advisory Transfer of Assets or Money Movement transactions · ...

Job Summary: · Business Acceptance Specialist · We are seeking a highly skilled Business Acceptance Specialist to join our team. As a key member of our organization, you will be responsible for conducting thorough back-office reviews and firm acceptances of Inforce business submi ...

We provide guidance and education to field representatives on requirements and regulations regarding money movement. The team also works closely with the Cashiering, Transfer of Assets, Advisory, New Business and Trading teams within our organization. · ...

Job Title: Suitability Principal · The Opportunity: · You will conduct back-office reviews and firm-acceptance of Inforce business submissions related to Brokerage, Direct and Third-Party Advisory accounts. Additionally, you will assist with Brokerage/Advisory Transfer of Assets ...

Job Description · We are seeking a highly skilled professional to join our team in the role of Business Acceptance Consultant Lead. In this position, you will be responsible for conducting thorough back-office reviews and firm-acceptances of Inforce business submissions related t ...

Achieving Operational Excellence: · Firm's Expectations from the Roleholder · The Firm is looking for someone who can make significant contributions towards achieving operational excellence in their role. Key responsibilities include but not limited to Conducting Supervisory Cont ...

Key Responsibilities · Conduct thorough back-office reviews and firm acceptances of Inforce business submissions. · Determine root cause of issues provide solutions resolve matters independently without management supervision at times- · ...