Key skills
Communication
About this role
Role Overview
- Provide services as part of a brokerage operations functional team
- Answering member and field phone calls
- Assisting other team members
- Managing workflow
- Flexing to provide functional coverage
- Collaborating with other service teams
- Maintain a thorough understanding of brokerage operations products, services and affiliated systems
- Analyze, approve and provide high quality and timely service
- Provide quality customer service by providing detailed, accurate and timely communications
Requirements
- High School
- 1-2 years related experience
- FINRA Series 7 and 63/65, or 66 required or obtained within 90 days of hire
- Strong written and communication skills
- Proficient with MS Excel, MS Word, and applicable financial reporting tools
- Ability to work day and/or evening shifts according to volume forecasts.
Benefits
- various bonuses (including, for example, annual or long-term incentives)
- medical, dental, and vision insurance
- health savings account
- flexible spending account
- 401k
- pension
- life and accidental death and dismemberment insurance
- disability insurance
- supplemental protection insurance
- 20 days of Paid Time Off each year
- Sick and Safe Time
- 10 paid company holidays
- Volunteer Time Off
- paid parental leave
- EAP
- well-being benefits
- other employee benefits