What are the responsibilities and job description for the Brokerage Associate position at Dexian?

call lewis ASAP 972-365-9547

Operations Processing Specialists - we need ~50 – Pay Rate -- $43K-48K
Advisor Support Representatives (Call Center) (BH ID: - we need ~18 – Pay Rate -- $45k-55K

Manager Notes:

Must have wealth management experience or Broker dealer experience (Must be on the resume)
Open to recent grads (Bachelor’s degree in Finance and Business)
Processors will be Process brokerage account documents with a high degree of accuracy and within established service level timelines. Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present
Call Center support will answer inbound calls from financial professionals in a courteous, professional, and timely manner. Respond to questions regarding accounts, products, services, and procedures

Preferred Requirements:

For new graduates: internship, co-op experience, prior work experience
1 years’ experience of brokerage experience
Completion of the FINRA SIE exam
FINRA Series 7
Experience with Envestnet / Wealth Management Platform
Bachelor’s degree in business, Finance or related field is preferred
Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

BH ID’s:

Location(s):

Details:

Pay Rate: Processors - $43k-$48k, Call Center Support - $45k-55k

Position Type/Duration of Assignment: Direct Hire

Hours/Schedule(if training schedule include here): 8-5pm local time

Job Description:

Salary : $45 - $55

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