Financial Brokerage Operations Service Specialist
About the Role
Foundever is hiring Brokerage Operations Service Specialists with FINRA licenses, including Series 7 and Series 63 or Series 66, to join one of the fastest-growing financial brands in the world. In this role, you'll assist customers as they trade stock in their favorite companies with as little as $1 using an innovative free fractional trading feature.
As a Brokerage Operations Specialist, you will support the Front Office functions of a growing broker-dealer subsidiary. Reporting to the Brokerage Operations Service Lead, you'll play a key role in maintaining customer satisfaction by addressing inbound communications for Investing brokerage accounts.
Location: Must live within commuting range and be able to work in our Orem site at 545 East University Parkway, Orem, UT
Why You Should Join Us
- $35/H
- Join a supportive community focused on engagement and recognition
- Hands-on paid classroom-style training, as well as ongoing job specific training
- Comprehensive benefits including medical, dental, life and vision insurance, company-matched 401K contribution, paid vacation time, EAP and wellness program
- Employee discounts and referral bonuses
- Excellent growth opportunities - 93% of our management teams is hired from within
- Enjoy a generous incentive program with the potential to earn an additional $1,500 at six months, $2,500 at twelve months and $3,500 at twenty four months – adding up to a total of $7,500 over 2 years!
Requirements
- Must have FINRA Licenses: Series 7 and Series 63 or Series 66
- Have 1-2 years of customer service experience in broker-dealer or financial operations
- Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations
- Must legally be able to work in the US
- Must be at least 18 yrs of age
- High school diploma or equivalent
- The flexibility to work various shifts, including evenings and weekends
- Must pass a background check
Key Skills
- Strong verbal and written communication skills
- Ability to multitask and navigate between screens efficiently while assisting customers
- Strong problem-solving, empathy, adaptability, and reliability
- Quickly and accurately identify customer needs and share the appropriate solution to their questions and account-related issues in compliance with Firm procedures
- Manage and triage Investing related issues using internal tools and systems
- Document interactions and escalate issues with empathy to enhance customer experiences
- Advocate for customers by identifying trends in issues and suggesting improvements to processes, policies, and products
- Enhance content in the Support Center and collaborate with other teams to find answers and support teammates