Integritymarketing
Operations Coordinator
Urbandale, IA
Sponsorship not specifiedDetected 15 days ago
Customer Support
About the role
- This role responds to inquiries in respect to all products offered by Brokers Financial.
- 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.
Responsibilities
- Responsible for customer service support of financial advisors through processing of new account applications, account changes, and service requests, per representatives/client instructions.
- Also, the Operations Coordinator communicates with and assists, financial advisors with various requests, and support firm's regulatory obligations.
- We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily.
- Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.
Requirements
- Accurately enter client's personal and suitability information into the Firm's Books and Records system and facilitate required regulatory mailing obligations
- Must be able to learn use of internal and third-party systems.
- Ability to work independently and in a team environment
- FINRA Series 6 or 7 preferred, but not required.
Nice to have
- Financial industry experience preferred.
- Licensing: FINRA Series 6 or 7 preferred, but not required.
- Must become a non-registered fingerprint person of Brokers Financial.
Skills
- Knowledge, Skills, and Abilities
- Exceptional customer experience skills.
Compensation
- Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Benefits
- Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products.
- to help people protect their life, health and wealth so they can prepare for the good days ahead.
- Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Company info
- At Integrity, you can start a new career path at company you'll love, and we'll love you back.
- Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.
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This listing is sourced directly from Integritymarketing's careers page and normalized into a canonical job model.