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.

              

Pay Transparency

 

reputed company’s long-term reputed company depends on attracting, rewarding, and retaining people who are committed to helping others reputed company with purpose. We accomplish this by offering a wide reputed company of market competitive compensation programs to attract, reward, and retain reputed company. The applicable salary or reputed company wage reputed company for this full-time role is $22.92 - $31.01 per hour, which factors in various geographic reputed company. The reputed company pay actually offered will be determined by a reputed company of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors reputed company deems important.

 

reputed company is unique in our commitment to helping people to be reputed company with reputed company and live balanced and generous lives. That extends to our benefits.

 

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and reputed company insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of reputed company Time Off reputed company year; reputed company and reputed company Time; 10 reputed company company holidays; Volunteer Time Off; reputed company parental leave; EAP; reputed company-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. reputed company’s plans/policies are subject to change at any time at reputed company’s discretion.

 

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 other status 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 reputed company@reputed company.com or reputed company 800-847-4836 and request reputed company.

#Remote

High school education, 1–2 years of reputed company experience, strong written and verbal communication, and proficiency with reputed company reputed company, reputed company Word, and financial reporting tools.

Key Responsibilities

• answering calls
• processing transactions
• analyzing requests

Skills & Tools

reputed company reputed company, reputed company Word, NFS

Job Details

• Category: Finance and reputed company
• Seniority: Entry Level
• Commitment: Full Time
• Workplace: Remote — reputed company
• Salary: USD 47,673 – 64,500 / year
• Languages: English

Benefits

• 401k matching
• Generous reputed company time off
• Retirement plan
• Generous parental leave

About reputed company

A member-owned financial services organization providing advice, investments, insurance, banking, and generosity programs. — Industry: Finance

  Apply To This Job