Senior Operations New Accounts Specialist
Penn Mutual
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Senior
About the role
- Manage New Accounts operations queue.
- Provide support and resolution for inquiries from Financial Professionals and Field Offices
- Recommend and implement process improvements to enhance service delivery
- Collaborate with internal teams and external partners to resolve escalated issues
- Maintain consistent communication with field partners via phone, email and in person
Requirements
- 3-5 years experience in a broker/dealer within operations
- Expert knowledge of Pershing NetX Platforms
- Bachelor's Degree Preferred or equivalent experience required
- FINRA SIE and Series 99 required or obtained with 12 months of hire
- Series 7, 24 license preferred
Benefits
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
process improvementsservice deliverybroker/dealer operationsfinancial inquiries resolution
Soft skills
communicationcollaborationproblem-solving
Certifications
FINRA SIESeries 99Series 7Series 24