Job Description

Reference # : 17-09111Title : Specialist - Brokerage Operations
Location : New York, NY
Position Type : Contract
Experience Level : Start Date / End Date : 10/02/2017 / 10/02/2018
Assignment Detail
Industry:Insurance
Description
Specialist - Brokerage Operations

Find your next opportunity in the Financial Services Industry. Eclaro is looking for a Specialist - Brokerage Operations for our client in New York, NY.
Eclaro's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you’re up to the challenge, then take a chance at this rewarding opportunity!
The Specialist - Brokerage Operations demands working within established procedures and controls with a moderate degree of supervision. The department is customer centric. The desire to work with clients and agents at times of high stress to exceed their expectations is required.

RESPONSIBILITIES:
  • Meet individual performance expectations and operate in a team environment to contribute to the company and team goals.
  • Responsible for the accurate, efficient data entry, electronic updating and processing of a multitude of basic and advanced money movement transactions (check deposits, EFTs, journals, wires, establishing periodic investment plans to/from client's bank accounts, and Roth Conversions) for Retail and Retirement brokerage accounts.
  • Respond to inquiries in a timely, efficient, and professional manner by quickly identifying the need and formulating an accurate response or solution.
  • Learn and maintain a strong working knowledge of multiple systems including mainframe systems, products, and services.

QUALIFICATIONS:
  • Must have a solid understanding of financial products (stocks, bonds, mutual funds) and industry rules and regulations.
  • The SEC Series 7 license (preferred)
  • Must be able to work in a high volume department with time sensitive customer transactions that require review, research and communication with agent and clients on a timely basis.

If hired, you will enjoy the following Eclaro Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • TransitChek Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through Eclaro

Interested in applying?
Contact Arnie Villanea at arnie.villanea@eclaro.com now.


Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Application Instructions

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