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Remote Series 99 Jobs in Rutland, VT (NOW HIRING)

Remote Series 99 information

See Rutland, VT salary details

$15

$28

$38

How much do remote series 99 jobs pay per hour?

As of Jul 7, 2026, the average hourly pay for remote series 99 in Rutland, VT is $28.35, according to ZipRecruiter salary data. Most workers in this role earn between $22.16 and $33.99 per hour, depending on experience, location, and employer.

What is a Remote Series 99 professional?

A Remote Series 99 professional is an individual who has passed the FINRA Series 99 exam and is qualified to perform the functions of an Operations Professional for a broker-dealer, but works remotely rather than in a traditional office setting. The Series 99 license allows professionals to handle a variety of back-office operations, such as trade settlement, asset transfers, and recordkeeping. Working remotely, these professionals use secure technology to manage tasks, communicate with team members, and ensure compliance with industry regulations. This role is essential for maintaining the smooth operation of financial firms, especially as remote work becomes more prevalent.

What is the difference between Remote Series 99 vs Remote Data Analyst?

AspectRemote Series 99Remote Data Analyst
Required CredentialsBachelor's in IT, Computer Science, or related fieldBachelor's in Data Science, Statistics, or related field
Work EnvironmentRemote, often in tech or software companiesRemote, in finance, healthcare, or tech sectors
Employer & Industry UsageTech firms, software companies, startupsBusiness, finance, healthcare organizations
Common Search & ComparisonYesYes

Remote Series 99 and Remote Data Analyst roles share similarities in requiring analytical skills and remote work setups. However, Remote Series 99 typically focuses on IT or software development, while Remote Data Analysts concentrate on data interpretation and reporting. Both roles are prevalent in tech-driven industries and require relevant degrees, but their core responsibilities differ, making them distinct career paths within remote work opportunities.

What are the key skills and qualifications needed to thrive as a Remote Series 99 Operations Professional, and why are they important?

To excel as a Remote Series 99 Operations Professional, you need a solid understanding of broker-dealer operations, compliance principles, and must hold the FINRA Series 99 license. Familiarity with financial software systems, regulatory reporting tools, and secure communication platforms is typically required. Attention to detail, problem-solving ability, and strong organizational skills are crucial soft skills for managing complex processes remotely. These competencies ensure accurate, compliant operations and effective teamwork in a regulated financial environment.

What are some common challenges faced by remote Series 99 Operations Professionals, and how can they be addressed?

Remote Series 99 Operations Professionals often encounter challenges such as maintaining effective communication with on-site teams and ensuring compliance with complex financial regulations from a distance. Overcoming these obstacles typically involves leveraging secure digital platforms for collaboration, maintaining regular check-ins with colleagues, and staying up-to-date on regulatory changes through continuous education. Building strong organizational habits and proactively seeking clarification on ambiguous processes can also help remote professionals excel in this role.
What are popular job titles related to Remote Series 99 jobs in Rutland, VT? For Remote Series 99 jobs in Rutland, VT, the most frequently searched job titles are:
What job categories do people searching Remote Series 99 jobs in Rutland, VT look for? The top searched job categories for Remote Series 99 jobs in Rutland, VT are:
What cities near Rutland, VT are hiring for Remote Series 99 jobs? Cities near Rutland, VT with the most Remote Series 99 job openings:
Infographic showing various Remote Series 99 job openings in Rutland, VT as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $58,961 per year, or $28.3 per hour.
Customer Service Representative I (Remote)

Customer Service Representative I (Remote)

Utica National Insurance Group

Hartford, NY • On-site, Remote

$39K - $50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago


Job description

The Company
At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected.
Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier.
Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte.
What You Will Do
We are looking for a highly motivated and customer-focused individual to join our team as a Customer Service Representative I. This role will be responsible for processing new business, renewals, and endorsements, as well as billing transactions, in accordance with established department policies and procedures. The ideal candidate will have previous experience in an insurance agency or company setting and be able to effectively communicate with both internal and external stakeholders.
Key Responsibilities
  • Process new business, renewals and endorsements and billing transactions according to established department policies and procedures
  • Communicates and collaborates with internal and external stakeholders in a professional manner when additional information is needed ensuring timely processing
  • Maintains detailed policy documentation and updates customer information as necessary
  • Rate endorsements/transactions for multiple lines of business
  • Develops and maintains positive customer relations and coordinates with various functions within the company
  • Perform pre-underwriting task for policy transactions based on Company processing procedures and underwriting guidelines or complete preparatory work
  • Order reports for new business, renewal and endorsements as required such as CLUE, MVR, SOCRECARD, DADS, etc
  • Maintain acceptable productivity and quality levels established by management
  • Perform all tasks with direction of supervisor
  • Performs other duties as assigned
  • Conforms with all corporate policies and procedures

What You Will Need
  • Education: Associate's degree preferred; insurance training or basic insurance courses desirable.
  • Experience: Less than 2 years in an agency or insurance company preferred.
  • Skills: Strong communication, customer service, problem-solving, confidentiality, professionalism, and adaptability.

Salary Range: $39,000-$50,000
The final salary to be paid and position within the internal salary range is reflective of the employee's work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications.
Additional Information
Benefits:
We believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. We offer a Comprehensive Benefits Plan for full time employees that include the following:
  • Medical and Prescription Drug Benefit
  • Dental Benefit
  • Vision Benefit
  • Life Insurance and Disability Benefits
  • 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
  • Health Savings Account (HSA)
  • Flexible Spending Accounts
  • Tuition Assistance, Training, and Professional Designations
  • Company-Paid Family Leave
  • Adoption/Surrogacy Assistance Benefit
  • Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
  • Student Loan Refinancing Services
  • Care.com Membership with Back-up Care, Senior Solutions
  • Business Travel Accident Insurance
  • Matching Gifts program
  • Paid Volunteer Day
  • Employee Referral Award Program
  • Wellness programs
  • Personal Insurance Discount

This position is a full time non exempt (overtime eligible) position.
Utica National is an Equal Opportunity Employer.
Apply now and find out what it's like to be a part of an amazing team, thrive in an exciting environment and work for a company you can be proud of. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Acquisition team will be in touch regarding any change in your candidacy.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.