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Netx360 Jobs (NOW HIRING)

Osaic

Operations Cashiering Specialist

Atlanta, GA · Hybrid

$45K - $47K/yr

NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions * Ability to acquire and retain knowledge of securities industry rules ...

Osaic

Ops Processing Specialist - Cashiering

Atlanta, GA · Hybrid

$48K - $52K/yr

NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions * Ability to acquire and retain knowledge of securities industry rules ...

Osaic

Operations Cashiering Specialist

Petersburg, VA · Hybrid

$45K - $47K/yr

NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions * Ability to acquire and retain knowledge of securities industry rules ...

MJT & Associates

Wealth Management Advisor

Lombard, IL · On-site

$90K - $100K/yr

Experience with platforms such as NetX360, CRM systems, Microsoft Office, and OneDrive Ideal Traits * Proactive, solutions-oriented mindset * Strong attention to detail and follow-through

MJT & Associates

Wealth Management Advisor

Lombard, IL · On-site

$90K - $100K/yr

Experience with platforms such as NetX360, CRM systems, Microsoft Office, and OneDrive Ideal Traits * Proactive, solutions-oriented mindset * Strong attention to detail and follow-through

Osaic

Ops Processing Specialist - Cashiering

Atlanta, GA · Hybrid

$48K - $52K/yr

NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions * Ability to acquire and retain knowledge of securities industry rules ...

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Netx360 information

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.

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.

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What states have the most Netx360 jobs? States with the most job openings for Netx360 jobs include:
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Netx360 jobs near you
Infographic showing various Netx360 job openings in the United States as of May 2026, with employment types broken down into 92% Full Time, 7% Part Time, and 1% Contract. Highlights an 75% Physical, 24% Hybrid, and 1% Remote job distribution.
Operations Processing Specialist - Cashiering

Operations Processing Specialist - Cashiering

Advisor Group

La Vista, NE • On-site

$53K - $58K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 6 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Customer Service Opportunity in Financial Services
Operations Cashiering Specialist - Cashiering
Location(s):
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 (#1 preferred location)
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
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic is not considering remote candidates at this time.
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, Non-Exempt
Salary: $53,000 - $58,000 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:
Osaic Operations Processors are part of a team responsible for the accurate, timely and efficient processing of routine and complex transactions involving money and asset movement, supporting the activities associated within Brokerage Operations. Serve as backup resources to coworkers that perform equivalent duties and demonstrate flexibility to respond to increases in workflow.
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:
  • Answer internal and external phone calls; make outbound phone calls to our financial professionals
  • Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing.
  • Must act as subject matter expert for several different responsibilities within brokerage Operations. Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow.
  • Interact with clearing firms and financial professionals on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems
  • Create a strong working relationship with vendors, internal stakeholders, and financial professionals
  • Keep up to date on changes to industry and business processes
  • All other duties as assigned.

Basic Requirements:
  • 2-3 years relatable or transferable work experience; financial services experience preferred
  • Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
  • Excellent communication & organizational skills
  • Ability to thrive in a fast paced, entrepreneurial environment
  • STRONG customer focus orientation
  • High attention to detail, analytical mindset, and problem-solving skills
  • Ability to work independently and maintain high levels of quality
  • Ability to work and remain focused under pressure
  • Ability to participate and contribute to a team environment
  • Ability to become proficient with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions
  • Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills

Preferred Requirements:
  • 2+ years' experience in financial services operations or broker-dealer setting.
  • Bachelor's degree in business, Finance or related field is preferred.
  • CRM experience / Salesforce experience
  • Completion of FINRA SIE exam.
  • FINRA Series 7 license

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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