Penn Mutual logo
Penn Mutual

Helping people get stronger is a pretty good business to be in.

Senior Operations Specialist – New Accounts

OperationsOperationsFull TimeRemoteSeniorTeam 1,001-5,000Since 1847H1B SponsorCompany SiteLinkedIn

Location

New York

Posted

39 days ago

Salary

$65K - $75K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

• Manage multiple new account and maintenance operations queues • Provide support and resolution for inquiries from Financial Professionals and Field Offices • Recommend and implement process improvements to enhance service delivery • Collaborate with internal teams and external partners to resolve escalated issues • Successfully completes regulatory and job training requirements

Job Requirements

  • Bachelor's Degree Preferred or equivalent experience required
  • FINRA SIE and Series 99 required or obtained with 12 months of hire
  • Series 7 license preferred
  • 3-5 years experience in a broker/dealer within operations
  • Expert knowledge of Pershing NetX Platforms

Benefits

  • Flexible work arrangements
  • Professional development
  • Health insurance
  • Retirement plans

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