Brokerage Associate at Dexian in Omaha, Nebraska
$43k - $48kDisabledperson, Inc
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
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