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Brokerage Operations Professional
A company is looking for an Adv Brokerage Operations Professional- UNL (Remote). Key Responsibilities Answer incoming phone calls and process new account documents, maintenance requests, transfers, and distributions Analyze and process complex new business and service transactions while ensuring compliance with regulatory standards Collaborate with team members and maintain relationships with field professionals and internal business units Required Qualifications High School diploma/GED required; College degree preferred 1-2 years of customer service experience; financial industry experience preferred Proficient with MS Excel, MS Word, and applicable financial reporting tools Ability to work during core business hours of 8 am to 6 pm CT, Monday through Friday
A company is looking for an Adv Brokerage Operations Professional- UNL (Remote).
Key Responsibilities
Answer incoming phone calls and process new account documents, maintenance requests, transfers, and distributions
Analyze and process complex new business and service transactions while ensuring compliance with regulatory standards
Collaborate with team members and maintain relationships with field professionals and internal business units
Required Qualifications
High School diploma/GED required; College degree preferred
1-2 years of customer service experience; financial industry experience preferred
Proficient with MS Excel, MS Word, and applicable financial reporting tools
Ability to work during core business hours of 8 am to 6 pm CT, Monday through Friday
