Brokerage Associate

call lewis ASAP

• Operations Processing Specialists - we need ~50 – Pay Rate -- $43K-48K
• Advisor Support Representatives (Call Center) (BH ID: - we need ~18 – Pay Rate -- $45k-55K

Manager Notes:

• Must have wealth management experience or Broker dealer experience (Must be on the resume)
• Open to recent grads (Bachelor’s degree in Finance and Business)
• Processors will be Process brokerage account documents with a high degree of accuracy and within established service level timelines. Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present
• Call Center support will answer inbound calls from financial professionals in a courteous, professional, and timely manner. Respond to questions regarding accounts, products, services, and procedures

Preferred Re...