- Process new account applications and client requests daily and within designated timeframes.
- Communicate with Financial Advisors and/or clients through phone and/or email to resolve incomplete or "bad order" applications and/or requests and to find solutions to problems. Consult with appropriate leaders/management as needed to deal with difficult situations or exception.
- Accurately enter client's personal and suitability information into the Firm's Books and Records system and facilitate required regulatory mailing obligations
- Provide customer service to Financial Advisors and the clients through various means including written correspondence, email, phone, internet, and fax.
- Financial industry experience preferred.
- High school diploma or general education degree (GED) and at least 1 year working directly with a broker-dealer, RIA, or insurance.
- FINRA Series 6 or 7 preferred, but not required. Must become a non-registered fingerprint person of Brokers Financial.
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Operations Coordinator - Urbandale, IA, United States - Brokers International Financial Services
Description
About Brokers International
Brokers International is a family business with a rich history of helping Americans find the coverage they deserve. Headquartered in Urbandale, Iowa, this brokerage safely handles annuities, life insurance, investments and a variety of other services.
Job Summary
The Operations Coordinator is responsible for customer service support of financial advisors through processing of new account applications, account changes, and service requests, per representatives/client instructions. This role responds to inquiries in respect to all products offered by Brokers Financial. Also, the Operations Coordinator communicates with and assists, financial advisors with various requests, and support firm's regulatory obligations.
Primary Responsibilities:
Primary Skills & Requirements:
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
PandoLogic. Category:Logistics, Keywords:Operations Specialist, Location:Urbandale, IA-50322
