Top 7 Brokerage associate Jobs in Appleton Wi

Operations Specialist
Private Client Services, LLC —Appleton, WI
- $53,500 - $62,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Associate Brokerage Accounts
FedEx Supply Chain, Inc —Green Bay, WI
- Microsoft Excel
- Ability to walk for extended periods
- Basic math
- Paid jury duty
- Paid parental leave
14d
Select P&C Producer
USI Holdings Corporation —Kimberly, WI
- Research
- Mid-level
- Children
- Wellness program
- Health savings account
Select EB Producer - Industry Specialized
USI Holdings Corporation —Kimberly, WI
- Research
- Mid-level
- 3 years
- Wellness program
- Health savings account
Select EB Producer
USI Holdings Corporation —Kimberly, WI
- Research
- Mid-level
- Children
- Wellness program
- Health savings account
Director- Account Development
Paper Transport, LLC. —De Pere, WI
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Conflict management
- Health savings account
- Paid holidays
Quick Apply
Select P&C Producer - Industry Specialized
USI Holdings Corporation —Kimberly, WI
- Mid-level
- 3 years
- Children
- Wellness program
- Health savings account

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Cashier (Good4u Customer Care)
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Must be able to occasionally use the computer for data entry and use of mouse. Must be able to frequently work with sharp tools and equipment, dust, fumes, and…
From $16 an hour
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11d
Produce Assistant
Natural Grocers —Appleton, WI
Must be able to occasionally use the computer for data entry and use of mouse. Receiving all incoming produce orders per company standards.
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brokerage associate jobs near appleton wi

Operations Specialist

Private Client Services, LLC
Appleton, WI

Quick Apply

Job Details

Full-time
$53,500 - $62,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance

Qualifications

Customer communication
Bachelor's degree
Attention to detail
Client services
Organizational skills
Financial services

Full Job Description

Private Client Services is seeking an experienced Operations Specialist to join our team. The ideal candidate will be responsible for maintaining quality standards while supporting the PCS Operations team in all operations functions resulting in superior service delivery to our clients.

Role & Responsibilities

Establish brokerage and direct accounts within NetX360
Provides general operational processing assistance.
Answers incoming telephone calls from Financial Advisors and Sales Assistants of topics including account details, operational questions, and paperwork processing.
Works with clearing firm, custodians and other external vendors to resolve inquiries as necessary.
Assist the Operations team in developing, planning and coordinating operational activities.
Resolves basic questions. May refer more detailed questions to more senior level representatives or other departments for resolution.
Ensures strict confidentiality of client, firm and associate records.
Serve as a subject matter expert on operational policies and procedures and perform functions such as new account opening, account transfers, money movement, trading, and general account maintenance items, among other functions.
Run daily reports to ensure complete processing of items.

Knowledge, Skills & Abilities

Excellent client service skills.
Strong written and verbal communication skills.
Basic knowledge of financial services industry.
Good organizational skills and attention to detail.
Experience with Pershing/NetX360 preferred.
Solid problem-solving skills.
Proficient in using MS Office.
Docupace experience preferred.

Experience/Education/Licenses:

Bachelor’s degree or equivalent work experience.
3+ years experience in a client services role within the Financial Services industry.
FINRA SIE and Series 7 or the willingness to obtain strongly preferred.

Job Type: Full-time

Pay: $53,500.00 - $62,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Application Question(s):

Have you worked within the financial services industry?

Work Location: Hybrid remote in Appleton, WI 54914

Quick Apply

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brokerage associate jobs in appleton wi

Operations Specialist

Associate Brokerage Accounts

Select P&C Producer

Select EB Producer - Industry Specialized

Select EB Producer

Director- Account Development

Select P&C Producer - Industry Specialized

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