Brokerage Associate
$43k - $48kDexian
call lewis ASAP View phone number on click.appcast.io
- Operations Processing Specialists - we need ~50 – Pay Rate -- $43K-48K
- Advisor Support Representatives (Call Center) (BH ID: - we need ~18 – Pay Rate -- $45k-55K
Manager Notes:
- Must have wealth management experience or Broker dealer experience (Must be on the resume)
- Open to recent grads (Bachelor’s degree in Finance and Business)
- Processors will be Process brokerage account documents with a high degree of accuracy and within established service level timelines. Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present
- Call Center support will answer inbound calls from financial professionals in a courteous, professional, and timely manner. Respond to questions regarding accounts, products, services, and procedures
Preferred Requirements:
- For new graduates: internship, co-op experience, prior work experience
- 1 years’ experience of brokerage experience
- Completion of the FINRA SIE exam
- FINRA Series 7
- Experience with Envestnet / Wealth Management Platform
- Bachelor’s degree in business, Finance or related field is preferred
- Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations
BH ID’s:
- Processors: BH ID: 1003616
- Call Center Support: BH ID: 1003617
Location(s):
- Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
- Port Grace Blvd, La Vista, NE 68128
- Oakdale: 7755 3rd St. N, Oakdale, MN 55128
- Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
- St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Details:
Pay Rate: Processors - $43k-$48k, Call Center Support - $45k-55k
Position Type/Duration of Assignment: Direct Hire
Hours/Schedule(if training schedule include here): 8-5pm local time
Job Description:
- Please see the manager notes above and the job descriptions attached.
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