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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong operational and customer service support capabilities, with a focus on effective communication, problem resolution, and adherence to regulatory requirements. Proven ability to train others and work collaboratively in a fast-paced finance environment.
Highest-signal resume keywords
Customer Service SupportProblem ResolutionOrganizational SkillsMS Office ProficiencyFinance Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Operations ExperienceAccount ManagementRegulatory ComplianceResearch SkillsMulti-tasking Ability
Soft Skills
Strong CommunicationTeam Player AttitudeAdaptabilityPositive Role ModelResponsiveness to Coaching
Tools & Technologies
MS Office
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Finance IndustryCustomer InquiriesInternal AssignmentsField InquiriesTraining Others
About the role
Key responsibilities & impact- Provide high-level operational, customer service, and administrative support
- Respond to telephone, email, chat, and written correspondence inquiries from internal and external customers, including registered representatives
- Assist with account-status questions, account changes, and processes
- Research customer accounts as requested
- Partner with team members to provide consistent, high-quality customer service to financial professionals
- Comply with team processes, procedures, and regulatory requirements
- Train others on the same job roles and responsibilities as needed
Requirements
What you’ll need- High School Diploma or GED
- Flexible and adaptable to change
- Strong communication and organizational skills
- Positive role model to colleagues
- Highly responsive to coaching and training
- Ability to work independently and resolve complex issues with minimal guidance
- Ability to learn quickly and multi-task effectively in a fast-paced environment
- Team player attitude
- Energetic and results-oriented
- Ability to train others on the same job roles and responsibilities as needed
- Previous experience in the finance industry is desired
- 1 year of operations experience is desired
- 1 year of experience with MS Office tools is desired
- Demonstrated problem-resolution, organizational, and follow-up skills are desired
- Ability to meet regulatory deadlines, handle field inquiries, and manage internal assignments
- No travel required
Benefits
Comp & perks- Inclusive health, dental, vision, and life insurance plans
- Mental health benefits
- 20+ days of paid time off (PTO)
- Paid holidays
- 2 paid wellness days
- 401(k) savings plan with company contribution up to 5%
- Access to a financial professional for financial planning
- Paid parental leave
- Health Savings Account and Flexible Spending Account options
- Employee Assistance Program (EAP)
- LifeLock identity theft protection
- Pet insurance
- Paid caregiver leave
- Additional voluntary benefits
- Potential for a hybrid role after successful training and based on continued performance and job needs