Stephens Default Jobs in United States

Customer Service Representative · Job Summary: · This role provides exceptional customer service to clients regarding life insurance, annuities, LTC, and disability insurance. · ...

This is an entry-level position that requires processing endorsement requests, preparing pre-renewal summaries, ordering loss runs & premium & loss summaries. · ...

We seek an Employee Benefits Account Manager to focus on carrier billing reconciliation and resolve discrepancies for client accounts. This role ensures accurate invoicing and smooth billing processes while providing support for account management. · ...

The Registered Client Associate plays a vital role in the success of our Private Client Group, · serving as a trusted partner to Financial Consultants and a key point of contact for clients. · This position is ideal for someone who thrives in a fast-paced, relationship-driven env ...

We are seeking a Cyber Security Program Coordinator to support the governance, operational, and financial aspects of our cyber security program. · This role plays a critical part in ensuring cyber security initiatives, assessments, and compliance efforts are tracked, coordinated, ...

This role involves performing administrative duties such as typing memos, correspondence and reports. It also requires answering phones, maintaining files and providing computer support within the department. · ...

Key Responsibilities · Process and provide endorsements for clients: · New business binds, issue certificates, Auto ID Cards, daily certificate requests, audits, monthly reports, policy booklets/electronic versions of policies. · The role requires specialized schooling in this sp ...

This is an internship opportunity for law students to work directly with attorneys in the Legal department on various projects. · ...

Ops & Supervisory Liaison · Review electronic correspondence via various software systems. · Provide information and resolve issues that might occur when working with Operations or Compliance Departments. · ...

The Senior Wealth Planning Associate will prepare comprehensive wealth management analysis reports and present them to clients. They will discuss client goals and objectives with Financial Consultants and conduct research as needed. · ...

This role is responsible for processing and providing various services to clients, including endorsement requests, daily certificate requests, audits, monthly reports, policy booklets, and pre-renewal summaries. · ...

The Registered Client Associate will open new accounts, take customer orders via Backoffice to exchanges and trading room, check reports and trade confirmations on past transactions. · ...

Creation of corporate communication systems and services. · ...

Job Responsibilities · Review and approve new account documents to ensure compliance with policies. · Monitor adherence to internal policies related to Private Client Group. · Bachelor's degree in a related field. · 5+ years of experience or equivalent combination of education an ...

This position involves providing customer service by addressing client insurance needs in a timely manner. · ...

This is an opportunity for a self-motivated, hands-on individual to broadly expand their knowledge and work in a collegial and supportive environment. The position primarily supports the firm's investment advisory business. · ...

Welcome visitors, escort them to meeting location or notify company contact of the arrival of guests and offer refreshments. · ...

Senior Wealth Planning Associate · Job Category: Private Wealth Management · Full-Time · Location: Little Rock, AR 72201, USA · Description · Essential Duties And Responsibilities include the following. Other duties may be assigned. · Prepare, review and present comprehens ...

Role Overview · The Equity and Fixed Income Marketing Associate will conduct market analysis and develop marketing materials for financial advisors. · Conduct sector-specific research to identify investment opportunities · Develop marketing materials with Senior Product Managers ...

Maintain ongoing relationships with carriers negotiate review and compare insurance contracts/terms to determine best placement identify gaps and/or coverage deficiencies and recommend solutions keep abreast of industry changes products underwriting appetites and trends assist in ...