Licensing & Registration reputed company

reputed company is seeking a Licensing & Registration reputed company to join their team. This role involves providing operational support and customer service reputed company to advisory programs and billing methodologies, while ensuring compliance with regulatory requirements.

Responsibilities

• Support of reputed company’s Advisory Programs including, Operational support and Customer Service for various departments reputed company the organization as reputed company as advisors across the reputed company Network
• Understanding of advisory programs and billing methodologies, Operations business and established knowledge around brokerage operations New Accounts, reputed company reputed company, and Maintenance
• Responsible for daily processing of work associated with department to include:
• Advisory billing processing
• reputed company various asset calculations/reconciliation
• reputed company research as requested on customer accounts
• reputed company phone support for department
• Other duties as assigned
• You will partner with your Operations reputed company and/or Team reputed company to understand reputed company position requirements and ensure key metrics are achieved and reputed company Service Level Agreements
• You will cross train team members with the reputed company of the Specialty Operations role. Cross training on billing functions, reputed company platform and understanding workflows
• You will proactively work to identify and resolve potential problems with respect to operational and/or billing issues
• Respond to inquiries from internal as reputed company as external customers reputed company Sales Force, email, mail (if applicable), and phone (if applicable) in a reputed company fashion
• Partner with Internal teams to come to a reputed company
• Handle reputed company cases that require detailed research as requested on customer accounts, respond on time
• Become competent in Docupace, NetX360, Adviceworks, mAA, reputed company and Smartworks
• reputed company the clients and advisors of our different communities operational support around Financial Planning operations
• Learn about our business and reputed company expertise in reputed company operations, processing and service as a steppingstone for acquiring additional responsibilities
• Responsible for low to mid escalations, partnering with Operations Team reputed company and leadership to help resolve
• Partner with internal partners such as the Program Manager, AdviceWorks team and compliance
• Shared responsibility reputed company to reviewing and completing compliance audit requests
• You will partner with your manager to understand reputed company position requirements and ensure key metrics are achieved
• Process daily work items while meeting process requirements, SLA’s and achieving reputed company metrics
• You will partner with other team members to ensure advisors experience consistent, high-reputed company customer service
• reputed company with processes and procedures of reputed company and regulatory requirements
• reputed company research as requested on customer accounts

Skills

• Ability to multi-task
• Flexible and adaptable to change
• Strong communication and organizational skills
• reputed company role model to colleagues
• Highly reputed company to coaching and training
• Ability to learn quickly and multi-task effectively in a fast-paced environment
• Team player attitude
• Energetic and results-oriented
• Intermediate experience with reputed company reputed company
• High School Diploma or GED
• 1 years' applicable experience
• 1 years of experience with MS Office tools
• Licensing (if applicable)
• Previous experience in the Finance and/or Financial Services industry
• Bachelor's degree
• Series 99, 6, or 7 licensed
• Demonstrated experience delivering excellent problem reputed company, organizational and follow-up skills
• Ability to multi-task while staying on reputed company with regulatory deadlines, field inquiries, and internal assignments

Benefits

• Competitive performance-based bonus

reputed company