FINRA Licensed Senior Brokerage Manager

A company is looking for a Senior Manager Brokerage Services. Key Responsibilities Manage a team of financial service customer account representatives, providing coaching and mentoring Implement new procedures to enhance customer satisfaction and achieve call center goals Drive operational excellence by evaluating processes and engaging the team Required Qualifications FINRA Series 7, 9/10 or 24 and Series 63 required Minimum of 3+ years of customer service experience in the financial industry In-depth knowledge of financial industry brokerage, trading, and retirement rules Complex problem-solving experience in financial services operational areas Bachelor's degree in business or finance preferred

Apr 26, 2025 - 01:34
 0
FINRA Licensed Senior Brokerage Manager
A company is looking for a Senior Manager Brokerage Services. Key Responsibilities Manage a team of financial service customer account representatives, providing coaching and mentoring Implement new procedures to enhance customer satisfaction and achieve call center goals Drive operational excellence by evaluating processes and engaging the team Required Qualifications FINRA Series 7, 9/10 or 24 and Series 63 required Minimum of 3+ years of customer service experience in the financial industry In-depth knowledge of financial industry brokerage, trading, and retirement rules Complex problem-solving experience in financial services operational areas Bachelor's degree in business or finance preferred