Brokerage Associate
PublicSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should possess at least two years of related experience, demonstrating proficiency in Microsoft Excel and the Microsoft suite of products, along with a strong attention to detail and high accuracy in processing required tasks. A Series 6 or Series 7 license is preferred, and a desire to obtain this license within six months of hire is also desired. Knowledge of NetX360 and Pershing is beneficial.
Responsibilities
The Operations Coordinator will be responsible for establishing and servicing new accounts, deposits, retirement account contributions, online services requests, transfers, and general account maintenance within a broker/dealer environment. They will provide customer service, resolve inquiries for advisors, clients, and internal business partners, and offer operational support for projects and product development/maintenance. Additionally, the role involves cross-training on various areas to assist during times of need and maintaining a fast-paced financial services environment.
Skills
Account Management
Customer Service
Financial Transactions
Account Maintenance
Asset Transfers
Online Services
Brokerage Accounts
Advisory Services
Voya Financial
Provides financial services and retirement solutions
About Voya Financial
Voya Financial offers a range of financial services, including retirement plans, investment management, and insurance products, to help individuals and businesses achieve financial wellness. Their services cater to individuals seeking retirement planning, employers looking to enhance employee benefits, and institutions needing tailored investment management. Voya stands out from competitors through its commitment to inclusiveness and corporate responsibility, which helps attract clients and talent. The company's goal is to build long-term relationships with clients, ensuring they achieve financial confidence and a fulfilling life.
Key Metrics
New York City, New YorkHeadquarters
2014Year Founded
IPOCompany Stage
Fintech, Financial ServicesIndustries
5,001-10,000Employees