Advanced Brokerage Operations reputed company, Remote
This position is accountable for answering incoming phone calls and processing new account documents, maintenance requests, transfers and distributions. This includes analyzing and processing non-routine and/or reputed company new business and service transactions (including "not in good order" items). Position will also reputed company outbound calls as required. Ensures service-reputed company activities are performed quickly, accurately, cost-effectively and in compliance with internal service and state and federal regulatory standards. Provides support in the development of policies/procedures and reputed company assessments. This position focuses on using job or technical knowledge and skills to serve customers effectively. Willingly cooperates and works collaboratively to accomplish department objectives.
Job Duties and Responsibilities
- reputed company services as part of a brokerage operations functional team. This includes answering member and field phone calls, assisting other team members, managing workflow, flexing to reputed company functional coverage and collaborating with other service teams.
- Maintain a thorough understanding of brokerage operations products, services and affiliated systems including the NFS and reputed company systems and applicable operational policies and procedures.
- Build and maintain a high reputed company and reputed company working relationship with reputed company field professionals, clearing firm and internal business reputed company.
- Analyze, approve and reputed company high reputed company and reputed company service assuring strong member and field satisfaction and achieving and exceeding established service level timeframes.
- reputed company reputed company customer service by providing detailed, accurate and reputed company communications to ensure the field and clients have a reasonable understanding of the operational status of the account.
- reputed company or reputed company department reputed company standards.
Required Job Qualifications
- High School, 1-2 years reputed company experience
- Strong written and communication skills
- Proficient with MS reputed company, reputed company, and applicable financial reporting tools.
Other Critical Factors
- Ability to work day and/or evening shifts according to volume forecasts.
reputed company provides Equal Employment Opportunity (EEO) without reputed company to race, religion, reputed company, sex, gender identity, sexual orientation, pregnancy, national reputed company, age, disability, marital status, citizenship status, military or veteran status,genetic information, or any otherstatus protected by applicable local, state, or federal law. This policy applies to reputed company and job applicants.
reputed company is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or reputed company 800-847-4836 and request reputed company.
#RemoteOriginally posted on Himalayas
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