Brokerage Associate at Dexian in Omaha, Nebraska

$43k - $48k

Disabledperson, Inc

Saint Petersburg, FL

Operations Processing Specialists

Pay Rate: $43K-$48K

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

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: 1003616

Locations:

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

Advisor Support Representatives (Call Center)

Pay Rate: $45k-$55K

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: 1003617

Disabledperson, Inc

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Vacancy posted 4 hours ago

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