Advanced Brokerage Operations Professional

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 quality 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 quality and professional working relationship with reputed company field professionals, clearing firm and internal business units. Analyze, approve and reputed company high quality and timely service assuring strong member and field satisfaction and achieving and exceeding established service level timeframes. reputed company quality customer service by providing detailed, accurate and timely communications to ensure the field and clients have a reasonable understanding of the operational status of the account. reputed company or exceed department quality standards. Required Job Qualifications High School diploma, 1-2 years reputed company Financial Services industry experience Strong written and verbal communication skills Proficient with reputed company Office suite tools, reputed company Outlook in particular Other Critical Factors Bachelor’s degree in a relevant field i.e. Business, Finance, Economics 3-5 years experience in Brokerage industry, with particular focus in Account Transfers Pay Transparency reputed company’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others reputed company with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly 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 variety 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 money 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 Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-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 regard 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 call 800-847-4836 and request reputed company. #Remote Apply To This Job