3 дня назад
Adv Brokerage Ops Prof UNL (Brokerage Operations)
22 - 31$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Adv Brokerage Ops Prof UNL (Brokerage Operations): Processing brokerage account documents, service requests, transfers, and distributions while answering member and field calls with an accent on complex transactions, accurate communication, and regulatory compliance. Focus on analyzing non-routine requests, maintaining service quality standards, and coordinating workflow across brokerage operations teams.
Location: Remote; compensation varies by geographic region
Salary: $22.92–$31.01 per hour
Company
provides financial products and services focused on helping people manage money and achieve balanced, purpose-driven lives.
What you will do
- Answer incoming member and field professional calls and make outbound calls when required.
- Process new account documents, maintenance requests, transfers, distributions, and non-routine or complex transactions.
- Review and resolve items that are not in good order while ensuring timely and accurate account servicing.
- Manage workflow, provide functional coverage, and collaborate with brokerage operations and other service teams.
- Communicate account status clearly to clients and field professionals while meeting service-level and quality standards.
- Support policy, procedure, and quality-assessment development.
Requirements
- High school education and 1–2 years of related experience.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Excel, Microsoft Word, and applicable financial reporting tools.
- Working knowledge of brokerage operations products, services, affiliated systems, and operational procedures.
- Ability to work day and/or evening shifts based on volume forecasts.
Culture & Benefits
- Full-time employment with potential bonus and incentive programs.
- Medical, dental, and vision insurance, plus health savings and flexible spending accounts.
- 401(k), pension, life, accidental death and dismemberment, disability, and supplemental protection insurance.
- 20 days of paid time off, sick and safe time, 10 paid company holidays, and volunteer time off.
- Paid parental leave, employee assistance, and well-being benefits.
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