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...
. 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. . 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...
Preferred commitment of 8 weeks. . ESSENTIAL DUTIES AND RESPONSIBILITIES. . Work directly with attorneys in the Legal department on a variety of projects, getting to see first-hand what it is like to work in-house for a highly regulated company. Conduct research and draft memoranda of law, revise contracts, review and advise on new regulations, and attend Legal department meetings. Assist with litigation proceedings, such as drafting pleadings or...
ESSENTIAL DUTIES AND RESPONSIBILITIES. . Conduct and lead client-facing meetings to review drug spend and pharmacy benefit strategies effectively. Present analytical findings and actionable insights in a clear and professional manner. Develop and deliver compelling presentations to clients and internal stakeholders, focusing on pharmacy benefit program evaluations and solutions. Regularly travel to client locations and industry events as needed. ...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Follow standardized procedures to perform the following duties related to: data center cabling, power/cooling configuration and maintenance. and new infrastructure hardware installation. Establish basic configuration of newly installed hardware to make it accessible on the network. Perform routine data center maintenance including cleanings, inspections, and working with maintenance technicians for scheduled...
SUMMARY. Title. Investment Banking Associate. Group. Depositories. Location. Dallas, TX. . WHY STEPHENS. Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients in all aspects of their business and personal finances. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, ...
SUMMARY. Title. Vice President. Group. Transportation & Logistics. Location. Dallas, TX or Little Rock, AR. . WHY STEPHENS. Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients in all aspects of their business and personal finances. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing h...
SUMMARY. Title. Investment Banking Associate. Group. Specialty Distribution & Services. Location. Atlanta. . . WHY STEPHENS. Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients in all aspects of their business and personal finances. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing ...
ESSENTIAL DUTIES AND RESPONSIBILITIES. Review daily margin activity and NETX360 Pershing generated margin calls and send notifications to account reps and clients. Receive documentation for account transfer request. Validate that all required information is provided and accurate. Verify that all needed supporting documents are included. Initiate the request and follow up on transfers that do not process. Review requests for free delivery of secur...
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...
