. Are you interested in what drives equity markets beyond traditional company fundamentals, such as the impact of passive investment strategies. The Strategic Opportunities Equity Research team is a new addition to the Stephens Equity Research platform. Strategic Opportunities will explore the impact of non-fundamental equity performance drivers to provide clients with alpha-generating strategies and help them manage event-driven opportunities a...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Accountable for the full handling and control of all claims assigned, including: coverage analysis and letter writing. investigation. incident response. evaluation. timely reserving. coordination of counsel and other vendors. and claim disposition. Ability to effectively communicate with clients, insurance carriers, coverage counsel and other response vendors via phone and face-to-face and explain the usual...
ESSENTIAL DUTIES AND RESPONSIBILITIES. . Process and provide the following for Stephens Insurance clients. Endorsement requests. New and Renewal Business – bind, issue certificates, and Auto ID Cards. Daily Certificate Requests. Audits. Monthly Reports. Policy Booklets &/or electronic versions of policies. Prepare and issue pre-renewal summaries. Order Loss Runs & prepare premium & loss summaries. Perform other tasks as assigned by members of the...
ESSENTIAL DUTIES AND RESPONSIBILITIES. . Open new accounts, obtain required information, verify accuracy, and enter into system. Set up and maintain related files and documentation. Take and/or Enter customer orders via Backoffice to exchanges and trading room, at request of broker or customer. Check reports and trade confirmations on past transactions to determine accuracy, identify any discrepancies and resolve. Respond to customer requests, pr...
ESSENTIAL DUTIES AND RESPONSIBILITIES. include the following. Other duties may be assigned. Prepare, review and present comprehensive wealth management analysis reports including retirement planning, tax projections, education funding, insurance and estate planning analysis for Financial Consultants and their clients over the phone and in-person professionally and respectfully. Discuss client goals and objectives with Financial Consultant to dete...
ESSENTIAL DUTIES AND RESPONSIBILITIES. . Schedule planning sessions for implementations and renewals. Ensure client and internal team members are informed of implementation requirements, changes, progress updates, and issues that arise. Configure the Stephens Benefit Administration system, perform necessary testing, and ensure the system contains all required data. Generate reports, troubleshoot issues, and provide general support to the internal...
