Associate, Brokerage Job at JLL (Portland)

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Senior Client Associate

Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Manage...

Location

United States , Lemoyne

Salary:

Not provided

Wells Fargo

Expiration Date

February 22, 2026

Requirements

4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Assist Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate FA and client requests for account related information and/or quotes
Schedule and prepare for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved by the FA(s)
Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
Often acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review
Utilizing prior experience, you anticipate and proactively seek resolutions to client and business-related issues
Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
Viewed by peers as a subject matter expert, and sought by others for advice or guidance
Provide knowledge and systems support to branch personnel and training for entry-level Client Associates

Fulltime

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Assistant Client Account Executive Leader

Our client is looking for an Assistant Client Account Executive leader to join t...

Location

United Kingdom , London

Salary:

50000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Extensive expertise in Real Estate insurance, preferably acquired within a brokerage setting
Outstanding technical proficiency in associated risks, coupled with excellent market knowledge
Exceptional communication skills, along with the ability to establish positive and effective relationships with both clients and colleagues
Previous experience in training, coaching, mentoring, or managing others to foster professional development

Job Responsibility

Support the execution of day-to-day operational activities within the team, overseeing compliance and reporting outputs
Cultivate enduring relationships by continually expanding a network of client contacts
Act as a dedicated advocate for clients, ensuring the delivery of exceptional service through regular and close interaction
Identify opportunities to enhance services and add greater value to clients, maintaining a robust approach by developing a service plan and annual timetable of visits aligned with their needs
Implement expanded service opportunities, address risk management, and achieve insurance objectives for clients across your team
Serve as a point of referral for associates, presenting solutions for discussion as required
Commit to providing support through the buddy programme as required and recognizing subsequent training needs
Take ownership of the timely and accurate production of renewal reports, coaching the team to produce the same
Actively contribute, either through attendance or by providing meaningful feedback, during insurer review meetings and participate in the development of relationships

Fulltime

New

Senior Brokerage Sales Associate

Mainstay is the leading market intelligence platform purpose built for buying, m...

Location

United States

Salary:

125000.00 - 170000.00 USD / Year

Mainstay Labs Inc.

Expiration Date

Until further notice

Requirements

5+ years of experience in SFR brokerage, institutional residential real estate, or a closely related transaction sales role (ex. Financial sales & trading, commercial RE brokerage, appraisal/valuation, title, commodities/freight, etc.)
Proven track record of managing and growing relationships with sophisticated, scaled operators
Advanced excel modeling skills and the “data fluency” to draw strategic conclusions from raw information
Ability to collaborate with and influence internal Operations, Product, and Data Science teams
Exceptional presentation skills and the charisma to maintain frequent, high-value touchpoints with senior clients
Ability to travel up to 25% of the time

Job Responsibility

Pitch and onboard new institutional clients onto Mainstay’s transaction platform while aggressively expanding our “share of wallet” within existing accounts
Use portfolio and market insights to proactively identify acquisition and disposition opportunities for your clients
Serve as the primary escalation point for complex, in-flight deal issues, maintaining composure and sound judgment under pressure
Act as the voice of the client, influencing our Product and Data Science teams to improve our platform based on frontline feedback
Translate complex data sets into actionable insights using Excel and Slides to drive client decision-making

What we offer

Offers Equity
Offers Commission

Fulltime

Branch Support Manager

Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Managem...

Location

United States , San Francisco; Palo Alto; San Jose; Walnut Creek

Salary:

92000.00 - 145000.00 USD / Year

Wells Fargo

Expiration Date

March 01, 2026

Requirements

4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates
Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology
Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent and efficient execution of the firms Operational, Compliance policies and procedures
Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects
Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
Support firm goals to drive adoption around key CRG ease of doing business initiatives across the market
Ensure Client Associates are trained in key CRG ease of doing business initiatives
Visit branches across the Market to oversee operational/support practices and coach on operational risk

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

New

Designated Broker Contractor

Real is a fast-growing national real estate brokerage powered by technology. Rea...

Location

Canada , New Brunswick

Salary:

Not provided

Real Broker, LLC

Expiration Date

Until further notice

Requirements

4+ years of relevant experience in real estate, sales, or brokerage operations
Proven ability to recruit, influence, and lead high-performing agents
Strong interpersonal skills, strategic mindset, and problem-solving abilities
Highly organized with the ability to multitask in a fast-paced environment
Experience in managing no less than 50+ Agents
Strong Interpersonal and Communication Skills

Job Responsibility

Provide oversight and guidance to licensed real estate agents within New Brunswick, with a focus on regulatory compliance and provincial best practices
Implement risk management plans and update province-specific policy addendums in collaboration with brokerage operations
Define and deliver exceptional brokerage support to agents, ensuring compliance with province licensing laws, association membership, MLS participation and brokerage policies
Provide training to enhance agents' knowledge of contracts, risk management, licensing, and province real estate law
Collaborate with various department leads, including brokerage operations, transactions, finance, and support, to ensure alignment on compliance, process and agent experience
Promptly respond to agents' requests for assistance and problem-solving matters related to complex transaction issues
Contribute to the creation and continuous improvement of company-wide and province-specific brokerage operations manuals
Monitor provincial regulatory updates and industry changes, proactively identifying risks and recommending operational or policy enhancements
Foster innovation and automation in brokerage operations to efficiently support the growing agent base
Utilize remote digital technology to streamline communication and collaboration

New

Brokerage Client Assistant RCAST

Wells Fargo is seeking a Brokerage Client Assistant as part of the Remote Client...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

February 24, 2026

Requirements

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets, and completing various administrative tasks
Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST Brokerage Client Support work group ideas
Perform moderately complex administrative tasks, handle telephone calls and other inquiries for research reports, as well as resolve account issues
Establish and maintain files to meet regulatory requirements
Create and produce reports as well as databases while establishing and maintaining files and records to support sales efforts
Receive direction from supervisors and escalate non-routine questions to more experienced roles
Interact with immediate RCAST Brokerage Client Support team and functional area on wide range of information, as well as internal and external customers

Fulltime

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New

Brokerage Client Assistant - RCAST & Registered

Wells Fargo is seeking a Brokerage Client Assistant – RCAST & Registered as part...

Location

United States of America , Las Vegas

Salary:

25.48 - 37.98 USD / Hour

Wells Fargo

Expiration Date

February 24, 2026

Requirements

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets, and completing various administrative tasks
Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST Brokerage Client Support work group ideas
Perform moderately complex administrative tasks, handle telephone calls and other inquiries for research reports, as well as resolve account issues
Establish and maintain files to meet regulatory requirements
Create and produce reports as well as databases while establishing and maintaining files and records to support sales efforts
Receive direction from supervisors and escalate non-routine questions to more experienced roles
Interact with immediate RCAST Brokerage Client Support team and functional area on wide range of information, as well as internal and external customers

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

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New