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Netx360 Jobs (NOW HIRING)

lincoln

Securities Trader

Fort Washington, PA

Experience with Pershing's NetX360 a plus * Experience with Managed Accounts a plus Skills * In-depth knowledge of investments, their suitability, and operational features * Basic knowledge of ...

Retirement Resource Center, LLC.

$55 - $75/hr

Even Better If You Have Experience using CRM systems, financial planning software, custodial platforms such as Schwab Advisor Center, Pershing's Netx360, Fidelity or wealth reporting such as Orion or ...

Primerica

ISP MA Service Analyst 2

Duluth, GA · Hybrid

Experience with financial services software (such as Pershing's NetX360). Hybrid Schedule Required: Two on-site days per week (Tuesday and Wednesday) Location: Duluth, GA FLSA status: This position ...

IDBNY

Customer Service Representative

Aventura, FL · On-site

$15.50 - $21/hr

Familiarity with Pershing, NetX360, DocuSign, or similar brokerage platforms * Experience supporting high-net-worth and international clients * Knowledge of suitability reviews, investment profiles ...

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Netx360 information

What is a netx360 job?

A Netx360 job typically refers to a role involving the use of Pershing's NetX360 platform, a financial services technology used by investment professionals to manage client accounts, trades, and compliance tasks. These roles may include financial advisors, operations specialists, or support analysts who rely on the platform for portfolio management, reporting, and trading. Employees in these positions need familiarity with financial regulations, investment products, and technology systems.

What kinds of positions typically require experience with NetX360?

Experience with NetX360 is commonly required in roles within brokerage firms, investment operations, client service, and financial advisory teams. Professionals using NetX360 may serve as registered representatives, operations associates, or client service specialists, utilizing the platform to manage trades, client accounts, and reporting. On a daily basis, they interact with both internal team members and clients, using NetX360 to execute financial transactions, ensure compliance, and maintain accurate records. Familiarity with this system can increase efficiency and is highly valued by employers looking for candidates ready to work in fast-paced, regulated environments.

What are the key skills and qualifications needed to thrive in the netx360 position, and why are they important?

NetX360 is not a professional job title but rather a financial platform developed by Pershing LLC for investment professionals. Therefore, there are no direct core skills or qualifications required for the job title 'Netx360.' If you're seeking a role that involves the use of NetX360, such as a financial advisor or operations specialist, expertise in brokerage operations, account management, and financial regulations is key, often supported by FINRA licenses and proficiency with the NetX360 system. Strong interpersonal communication, attention to detail, and analytical thinking are important for ensuring accurate transaction processing and client satisfaction in these roles.

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What are the most commonly searched types of Netx360 jobs?

The most popular types of Netx360 jobs are:

What states have the most Netx360 jobs?

States with the most job openings for Netx360 jobs include:

What job categories do people searching Netx360 jobs look for?

The top searched job categories for Netx360 jobs are:

Netx360 jobs near you
Infographic showing various Netx360 job openings in the United States as of August 2026, with employment types broken down into 96% Full Time, and 4% Contract. Highlights an 61% Physical, 24% Hybrid, and 15% Remote job distribution.

Sales Supervision Contact Center Coordinator

Osaic

Scottsdale, AZ • Hybrid

$45K - $50K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 6 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Compliance Opportunity in Financial Services

Sales Supervision Contact Center Coordinator

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: $45,000 - $50,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

The Sales Supervision Contact Center Coordinator is a role within Sales Supervision team. Sales Supervision Contact Center Coordinator will manage and appropriately respond to the incoming calls from the Contact Center on behalf of the Sales Supervision team. Additional responsibilities will include supporting the workflow of non-digital annuity and alternative investment cases in Support Center along with working in conjunction with Sales Supervision Principals to ensure efficient workflow management and timely paperwork processing.

Education Requirements:

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

  • Handle the incoming calls from the Contact Center and address the inquiries directly or by collaborating with others within the department to address the needs of the Financial Professional
  • Familiarity with the workflow and common troubleshooting for the Annuity Submission Platform
  • Facilitate case routing for Annuity and Alternative Investments
  • Resolve missing documentation and reconcile misrouted documentation to the proper case or department
  • Assign Subscribe orders to the Sales Supervision Principals
  • Work with Financial Professionals to address deficiencies in submissions
  • Maintain an ongoing positive relationship with Financial Professionals, First Line Supervisors, Regional Vice Presidents and Sales Managers
  • Assist in managing and pulling reports for the department from various applications and tools
  • All other duties as assigned

Basic Requirements:

  • Excellent written and oral communication skills
  • Commitment to meeting department service level agreements
  • Ability to effectively prioritize multiple tasks in a time-sensitive and fast-paced environment to meet defined deadlines.
  • Excellent analytical and problem-solving skills

Preferred Requirements:

  • FINRA Series 6 or 7 preferred
  • Experience with annuity products
  • Experience with Salesforce, NetX360, SharePoint and OneNote
  • Experience in Customer Service
Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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