The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support of First Command. The Associate is responsible for capturing data, inputting ...
The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support of First Command. The Associate is responsible for capturing data, inputting ...
CHB Operations Associate
Gardena, CA · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
CHB Operations Associate
Gardena, CA · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
CHB Operations Associate
Gardena, CA · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
CHB Operations Associate
Gardena, CA · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
CHB Operations Associate
Gardena, CA · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
CHB Operations Associate
Gardena, CA · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
CHB Operations Associate
Rosedale, NY · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
CHB Operations Associate
Rosedale, NY · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
CHB Operations Associate
Rosedale, NY · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
New
CHB Operations Associate
Rosedale, NY · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
New
CHB Operations Associate
Gardena, CA · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
CHB Operations Associate
Gardena, CA · On-site
$56K - $60K/yr
About the role As a CHB Operations Associate, you will play a critical role in ensuring our ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...
Financial Brokerage Operations Service Specialist
Orem, UT · On-site
$35/hr
Brokerage Operations Service Specialist Join our dynamic team at Foundever, where every interaction ... With 150,000 associates across the globe, we're the team behind the best experiences for +800 of ...
Financial Brokerage Operations Service Specialist
Orem, UT · On-site
$35/hr
Brokerage Operations Service Specialist Join our dynamic team at Foundever, where every interaction ... With 150,000 associates across the globe, we're the team behind the best experiences for +800 of ...
Lead daily brokerage and RIA operations, including account onboarding, servicing, transaction processing, and issue resolution. * Manage clearing firm relationships, commission processing, advisory ...
Lead daily brokerage and RIA operations, including account onboarding, servicing, transaction processing, and issue resolution. * Manage clearing firm relationships, commission processing, advisory ...
Financial Brokerage Operations Service Specialist
Orem, UT · On-site
$35/hr
Brokerage Operations Service Specialist Join our dynamic team at Foundever, where every interaction ... With 150,000 associates across the globe, we're the team behind the best experiences for +800 of ...
Financial Brokerage Operations Service Specialist
Orem, UT · On-site
$35/hr
Brokerage Operations Service Specialist Join our dynamic team at Foundever, where every interaction ... With 150,000 associates across the globe, we're the team behind the best experiences for +800 of ...
The Director - Brokerage Operations, Account Lifecycle , manages the day-to-day operations and ... Work effectively with Human Resources to ensure associates are managed in a fair and consistent ...
New
The Director - Brokerage Operations, Account Lifecycle , manages the day-to-day operations and ... Work effectively with Human Resources to ensure associates are managed in a fair and consistent ...
New
WI · On-site
$120 - $180/hr
Work effectively with Human Resources to ensure associates are managed in a fair and consistent ... broker dealer operations role Clean U4 Securities record PROFESSIONAL CERTIFICATIONS SIE ...
Posted today
WI · On-site
$120 - $180/hr
Work effectively with Human Resources to ensure associates are managed in a fair and consistent ... broker dealer operations role Clean U4 Securities record PROFESSIONAL CERTIFICATIONS SIE ...
Posted today
Director - Brokerage Operations, Account Lifecycle
Fort Worth, TX · On-site
$120 - $180/hr
Work effectively with Human Resources to ensure associates are managed in a fair and consistent ... broker dealer operations role Clean U4 Securities record PROFESSIONAL CERTIFICATIONS SIE ...
Posted today
Director - Brokerage Operations, Account Lifecycle
Fort Worth, TX · On-site
$120 - $180/hr
Work effectively with Human Resources to ensure associates are managed in a fair and consistent ... broker dealer operations role Clean U4 Securities record PROFESSIONAL CERTIFICATIONS SIE ...
Posted today
Junior Brokerage Operations Analyst South Jordan, UT Hybrid 3 days office Contract * *Top Skills ... service associates and operational personnel; checking inbound client documents for accuracy ...
Junior Brokerage Operations Analyst South Jordan, UT Hybrid 3 days office Contract * *Top Skills ... service associates and operational personnel; checking inbound client documents for accuracy ...
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Customs Brokerage Associate
Florham Park, NJ · On-site
$27 - $29.80/hr
CHB Operations Associate Florham Park, NJ 07932 Contract-to-Hire Monday-Friday | Full-Time $27.00-$29.80/Hour Position Overview We are seeking Customs Brokerage Agents to support import customs ...
Quick apply
Be Seen First
Customs Brokerage Associate
Florham Park, NJ · On-site
$27 - $29.80/hr
CHB Operations Associate Florham Park, NJ 07932 Contract-to-Hire Monday-Friday | Full-Time $27.00-$29.80/Hour Position Overview We are seeking Customs Brokerage Agents to support import customs ...
[Position] Property and Brokerage Associate [About The Employer] The company offers world-class ... and brokerage operations. The ideal candidate will work closely with the property manager and ...
Quick apply
[Position] Property and Brokerage Associate [About The Employer] The company offers world-class ... and brokerage operations. The ideal candidate will work closely with the property manager and ...
Operations Associate
Woodmere, OH · On-site
We are seeking an Operations Associate to join our team. We have a people-first, fast-paced ... With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution ...
Operations Associate
Woodmere, OH · On-site
We are seeking an Operations Associate to join our team. We have a people-first, fast-paced ... With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution ...
[Position] Property and Brokerage Associate [About The Employer] The company offers world-class ... and brokerage operations. The ideal candidate will work closely with the property manager and ...
[Position] Property and Brokerage Associate [About The Employer] The company offers world-class ... and brokerage operations. The ideal candidate will work closely with the property manager and ...
Brokerage Operations Representative II
Itasca, IL · On-site
$20.90 - $29.50/hr
The Brokerage Operations Representative II will be responsible for booking, tracking, routing ... Education High School Diploma or GED equivalent (Required) and Associate's Degree (Preferred) or ...
Brokerage Operations Representative II
Itasca, IL · On-site
$20.90 - $29.50/hr
The Brokerage Operations Representative II will be responsible for booking, tracking, routing ... Education High School Diploma or GED equivalent (Required) and Associate's Degree (Preferred) or ...
Brokerage Operations Representative II
$20.90 - $29.50/hr
OverviewThe Brokerage Operations Representative II will be responsible for booking, tracking ... Qualifications Education High School Diploma or GED equivalent (Required) and Associate's Degree ...
Brokerage Operations Representative II
$20.90 - $29.50/hr
OverviewThe Brokerage Operations Representative II will be responsible for booking, tracking ... Qualifications Education High School Diploma or GED equivalent (Required) and Associate's Degree ...
Brokerage Operations Associate information
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$11.30 - $15.12
9% of jobs
$17.62 is the 25th percentile. Wages below this are outliers.
$15.12 - $18.95
24% of jobs
The median wage is $21.86 / hr.
$18.95 - $22.77
22% of jobs
$22.77 - $26.60
16% of jobs
$28.29 is the 75th percentile. Wages above this are outliers.
$26.60 - $30.42
9% of jobs
$30.42 - $34.24
7% of jobs
$34.24 - $38.07
4% of jobs
$38.07 - $41.89
4% of jobs
$41.89 - $45.72
3% of jobs
$45.72 - $49.54
1% of jobs
$49.54 - $53.37
0% of jobs
$11
$26
$53
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Licensed Investment Operations Associate
Fort Worth, TX • Hybrid
Full-time
Re-posted 3 days ago
First Command Financial Services rating
7.5
Based on 11 frontline employees who took The Breakroom Quiz
Job description
How will this role impact First Command?
The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support of First Command. The Associate is responsible for capturing data, inputting transactions, evaluating information, identifying inconsistencies / inaccuracies, formulating resolutions, processing in-good-order business, maintaining daily statistics, and communicating with advisors and office staff. The Associate performs these duties within the standards set by the department.
What will the employee do in this role?
- Develop an understanding of the functional and task responsibilities within operations.
- Processing various account update and miscellaneous operations request for managed, brokerage, and direct at fund accounts.
- Fulfill Client and Advisor requests to establish, service and support mutual fund, brokerage, and annuity business, within departmental guidelines for quality and productivity.
- Review incoming client paperwork and collaborate with essential internal and external personnel to resolve items which are not in good order (NIGO).
- Process inbound First Command Advisor and Client requests received via mail, email, cases, fax, and service requests.
- Improve the client and Advisor experience by providing effective and professional written and verbal communication to First Command Advisors and Clients.
- Engage in regular training and professional development while obtaining additional skills to enhance individual growth and cross-departmental functionality.
- This position will involve rotation of job responsibilities for purposes of cross-training and career development.
What Skills/Qualifications Do You Need?
Education
- Bachelor’s degree preferred. Equivalent combination of education and relevant work experience will be considered.
- Series 7 & 63 preferred.
Work Experience
- Minimum one year work experience in a business setting. (Required)
- Experience within the Financial Services Industry is preferred
- 4 year college degree accepted in lieu of previous work experience
- Experience working with multiple systems in a dual monitor environment, and basic computer skills
- Attention to detail and a strong commitment to comply with policies, procedures and guideline
Required Knowledge, Skills and Abilities
- Ability to work in a fast-paced environment and successfully meet strict operational deadlines.
- Above average time management and multitasking skills.
- Maintain a high degree of accuracy while meticulously processing each transaction request in a timely manner
- Experience working with multiple systems in a dual monitor environment, and basic computer skills
- Attention to detail and a strong commitment to comply with policies, procedures and guidelines.
- Demonstrate passion for superior customer service, i.e. a client / advisor first mentality with a high level of integrity
- Initiative-taking individual with the ability to work independently or collaboratively with proven results.
- Ability to work mandatory overtime when required.
#LI-Hybrid
Required Skills
Required Experience
What First Command Financial Services employees say
Pay
Benefits
Hours and flexibility
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About First Command Financial Services
Sourced by ZipRecruiter
First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Fort Worth, TX, US
Year founded
1958