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

Brokerage accounts specialist

Veterans Sourcing Group LLC • Pennington, NJ, United States

10 days ago

Job type

Full-time

Job description

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

Create a job alert for this search

Brokerage Specialist • Pennington, NJ, United States

Related jobs

Accounts Payable Coordinator

Community Options • Princeton, NJ, United States

Full-time

The Accounts Payable Coordinator can be based out of our.Monday through Friday from 9 : 00 AM - 5 : 00 PM.High School Diploma or equivalent. Proficiency in Microsoft Word and Excel.Proficient communicat...Show more

Last updated: 17 days ago • Promoted

Collections Associate

KONE • Warren, NJ, United States

Full-time

Our mission is to improve the flow of urban life and make our world's cities better places to live by providing innovative solutions that help make people's journeys safe, convenient and reliable.O...Show more

Last updated: 25 days ago • Promoted

Accounts Payable

AcctPositions • Bridgewater, NJ, United States

Part-time +1

Our client is seeking an accounts payable specialist with strong hands-on experience managing the accounts payable function for a midsized company. This role will be a stand-alone Accounts Payable s...Show more

Last updated: 17 days ago • Promoted

Accounts Payable Assistant

Ferraro Foods • Roebling, NJ, United States

Full-time

The Accounts Payable Clerk shall be responsible for providing financial, administrative and clerical services to the Accounts Payable Department in order to ensure effective, efficient and accurate...Show more

Last updated: 1 day ago • Promoted

Client Solutions Associates

PSG Global Solutions • Pennington, NJ, US

Full-time

A top provider of outsourcing, staffing, consulting and workforce solutions within the areas of engineering, finance and accounting, healthcare, human resources, IT, legal, life sciences, manufactu...Show more

Last updated: 30+ days ago • Promoted

Citizens Teller

Citizens Bank • Levittown, PA, United States

Full-time

Starting Salary : $19 / hour and up.YOU make a real difference for our customers and the branch team.You'll greet our customers in our lobbies. You're comfortable enough with technology to demonstrat...Show more

Last updated: 13 days ago • Promoted

Accounts Receivable / Accountant

SNI USA Inc • Manville, NJ, United States

Full-time

A non-profit in Somerset County is looking to fill a position for an Accounts Receivable Specialist with experience in Accounting as well related to general ledger, bank reconciliations, invoices, ...Show more

Last updated: 3 days ago • Promoted

Director of Strategic Accounts

Mistras Group • Princeton Junction, NJ, United States

Full-time

MISTRAS Group is seeking a dynamic and results-driven Director of Strategic Accounts to lead relationship development for new and existing strategic accounts and drive business growth with its most...Show more

Last updated: 10 days ago • Promoted

Accounts Payable

LHH Recruitment Solutions • Princeton, NJ, United States

Full-time

Fully Onsite - Princeton, NJ (Monday through Friday).A reputable real estate organization is seeking a dedicated Accounts Payable Specialist to join their finance team. This is a temp-to-perm opport...Show more

Last updated: 2 days ago • Promoted

Account Director - Commercial Support Solutions

CBRE • Trenton, NJ, United States

Full-time

Account Director - Commercial Support Solutions.Remote - US - Remote - US - United States of America.As a CBRE Account Management Director, you will assist with the oversight of the department resp...Show more

Last updated: 3 days ago • Promoted

Customer Accounts Manager

Aaron's • Mt Holly, NJ, United States

Full-time

We are Aaron's - an industry leader in the sales and lease-to-own retail industry, known for quality brand names and superior customer service. We provide our team members with the opportunity to re...Show more

Last updated: 10 days ago • Promoted

Client Account Coordinator

Inizio • Morrisville, PA, US

Full-time

Inizio Engage has a long-standing partnership with a leading Biotechnology company, across Commercial, Patient Solutions and Medical Affairs businesses. We are currently looking for a Client Account...Show more

Last updated: 30+ days ago • Promoted

Accounts Payable Coordinator

Ambassador Resources • Basking Ridge, NJ, United States

Full-time

Temp to hire Accounts Payable Coordinator.Industry : Must have professional services experience.Reviewing and processing Vendor Statements. Posting bank transactions & payments to Elite.Managing high...Show more

Last updated: 14 days ago • Promoted

Accounts Payable Specialist

KNF Neuberger Inc • Trenton, NJ, United States

Full-time

Join a team where accuracy meets collaboration! As our.Finance goals, working both independently and as part of a team.We're looking for someone with at least 3 years' experience in the $22 - $24 / h...Show more

Last updated: 2 days ago • Promoted

Accounts Receivable Administrator

Miller Transportation Group • Lumberton, NJ, US

Full-time

Accounts Receivable Administrator.Miller Transportation Group is a mid-size, rapidly growing leader in the transportation industry that has been family-owned since 1912. The company's several busine...Show more

Last updated: 21 days ago • Promoted

Accounts Payable

LHH • Princeton, NJ, US

Full-time

A reputable real estate organization is seeking a dedicated Accounts Payable Specialist to join their finance team.This is a temp-to-perm opportunity for someone who thrives in a high-volume, multi...Show more

Last updated: 30+ days ago • Promoted

PATIENT FINANCIAL COORDINATOR

IVIRMA Global • Basking Ridge, NJ, United States

Full-time

IVIRMA is seeking a full-time Patient Financial Coordinatorto join our growing team in our Revenue Cycle department located in Basking Ridge, NJ. You will be responsible for all aspects of a patient...Show more

Last updated: 25 days ago • Promoted

Accounts Payable Coordinator

New Jersey Staffing • Bound Brook, NJ, US

Full-time

A leading manufacturing company is seeking an Accounts Payable Coordinator to join their team.The AP Coordinator will be responsible for invoicing, vendor management, and reconciliations.The ideal ...Show more

Last updated: 10 days ago • Promoted