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Brokerage accounts specialist
Brokerage accounts specialistVeterans Sourcing Group LLC • Pennington, NJ, United States
Brokerage accounts specialist

Brokerage accounts specialist

Veterans Sourcing Group LLC • Pennington, NJ, United States
Hace 11 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Job title- Brokerage accounts specialist

Pay- $23.44 / hr W2

Duration- 12 months

Location- Pennington, NJ

  • Training & Work Schedule

Training : Onsite 5 days / week for the first 5-6 weeks

  • Regular Schedule : Hybrid - 3 days onsite, 2 days WFH
  • Hours : 8 : 30 AM - 5 : 00 PM EST
  • Role Overview
  • Support onboarding and maintenance of brokerage accounts by reviewing documentation, activating account traits, and responding to branch office escalations through casework and internal calls.

  • Core Responsibilities
  • Review client documentation for accuracy and completeness

  • Work cases in systems such as SRP and ASAP
  • Answer internal branch office phone calls and resolve escalated issues
  • Make informed decisions that balance client experience and risk management
  • Required Skills
  • Strong decision-making and risk management abilities

  • Effective communication and client service experience
  • Highly organized, team-oriented, self-motivated, and adaptable
  • Able to work independently and learn quickly
  • Preferred Qualifications
  • Prior experience with brokerage account operations and related systems

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    Brokerage Specialist • Pennington, NJ, United States

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