A remote role at Empower.
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Original listing text, shown exactly as published by the company.
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Review new applications, complete setup of new accounts, process contributions received, and perform suitability review of new accounts as needed for the Brokerage line of business
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Perform daily reviews of outstanding applications and customer requests to ensure timely processing and positive customer experience
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Provide ongoing updates to internal and external clients regarding the status of items
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Draft correspondence with customers as needed during Brokerage processing
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Assist with recurring audits, reporting, and projects on a monthly/quarterly basis
What you will bring
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Bachelor’s degree or an equivalent combination of education and professional work experience
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1+ years of experience in brokerage services/operations in the financial services industry
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FINRA 7, 24, and 63 registrations required
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FINRA fingerprinting required
What will set you apart
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NetX 360/Pershing experience a plus
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Basic Microsoft Office knowledge
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Excellent communication and organizational skills with strong attention to detail
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Ability to multi-task and prioritize workload in a high-paced environment to complete tasks within established timelines
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Ability to collaborate and work with all levels of management and teammates to accomplish daily deliverables with experience in managing escalated situations
#LI-Remote
#PJPW2
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
Empower
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Empower is a prominent financial services company. They provide retirement planning, investment management, and financial advice services to individuals and institutions.
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