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Financial Services Operations Associate

American Global Wealth Management, Inc. McDonough, GA

  • Posted: over a month ago
  • $30,000 to $40,000 Yearly
  • Full-Time
  • Benefits: vision, dental, life insurance, medical,
Job Description

Operations Associate Opportunity in Financial Services

Operations Associate at American Global Wealth Management, Inc.
Location: 1600 Pennsylvania Ave. McDonough, GA 30253

Summary:

An Operations Associate works closely with the Financial Advisors and Investment Clients of our independent, full-service Broker-Dealer, American Global Wealth Management, Inc.

Responsibilities:

· Facilitation and oversight of the establishment and transfer of new client accounts using cutting-edge proprietary and third-party technology solutions

· Liaise with our broker-dealer custodian and portfolio managers on all client operational matters

· Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference.

· Assist clients with account related requests such as address and beneficiary changes, financial allocations and disbursements.

· Aid new Financial Advisors in transferring their business from other firms in the on-boarding process

· Data entry and knowledge of Microsoft Office Suite

· Assist in the development and documentation of operational processes

· All other duties as assigned

 

Basic Requirements:

· A minimum of 2 years, experience in financial services operations *preferred or equivalent customer service position

· Excellent communication and customer service with close attention to detail

· Ability to learn and maintain multiple data management systems

· Ability to work well under pressure and under tight deadlines,

· Excellent ability to follow procedures

 

Preferred Requirements:

· FINRA Series 7, 24, 65, or 66

· Desired competencies include: Action oriented, command skills, leading and developing direct reports, innovation, continuous improvement, accountability, measuring change, metrics focus, and drive for results

Be a Part of a Growing Success Story!

Established in 1977, American Global Wealth Management has become an industry leader in small firms acquisitions and secession planning for broker-dealer owners. CEO and owner, Jim Webb serves on the FINRA Small Firms Advisory Board and has navigated the fluid regulatory environment to improve the financial advisor and client experience. Our Home Office in McDonough, GA employs roughly 25 employees serving over 150 Independent Registered Reps and Financial Advisors throughout the country. The rep and client base of American Global Wealth Management grows every day through strategic recruiting partnerships, acquisitions, and organic sales!

Equal Opportunity Employer

American Global Wealth Management is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by American Global Wealth Management, Inc.

Benefits

 

Major Medical, Dental, Vision, & Life Insurance

Company Description
Established in 1977, American Global Wealth Management is an independent, full-service, retail broker-dealer and has become an industry leader in small firms acquisitions and secession planning for broker-dealer owners. CEO and owner, Jim Webb serves on the FINRA Small Firms Advisory Board and has navigated the fluid regulatory environment to improve the financial advisor and client experience. Our Home Office in McDonough, GA employs roughly 25 employees serving over 150 Independent Registered Reps and Financial Advisors throughout the country. The rep and client base of American Global Wealth Management grows every day through strategic recruiting partnerships, acquisitions, and organic sales!

American Global Wealth Management, Inc.

Why Work Here?
Established in 1977, be a Part of a Growing Success Story!

Established in 1977, American Global Wealth Management is an independent, full-service, retail broker-dealer and has become an industry leader in small firms acquisitions and secession planning for broker-dealer owners. CEO and owner, Jim Webb serves on the FINRA Small Firms Advisory Board and has navigated the fluid regulatory environment to improve the financial advisor and client experience. Our Home Office in McDonough, GA employs roughly 25 employees serving over 150 Independent Registered Reps and Financial Advisors throughout the country. The rep and client base of American Global Wealth Management grows every day through strategic recruiting partnerships, acquisitions, and organic sales!

Address

1600 Pennsylvania Ave

McDonough, GA
USA

Industry

Finance and Insurance

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