Serving as a primary operational resource for managed account programs, the full-time Licensed Brokerage Operations Specialist will support advisors and internal teams remotely by handling inquiries, processing account updates, and developing expertise in managed account products. Key Responsibilities Respond to advisor and internal inquiries through phone, chat, and email channels Process managed account maintenance requests and operational activities accurately and efficiently Develop and maintain subject matter expertise in managed account platforms and operational processes Required Qualifications High school diploma or equivalent required 1-2 years of experience in financial services, brokerage operations, or advisory operations FINRA Series 7 and 63/65 or 66 licenses required, or ability to obtain within 90 days of hire Proficiency in Microsoft Office applications, particularly Excel and Word Ability to manage multiple priorities and adapt in a fast-paced environment
Licensed Brokerage Operations Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.