Related skills
security kyc finra remote collaboration series 7📋 Description
- Assist clients and broker partners as first contact for service needs
- Submit and process operational requests (funds, ACATs, updates)
- Research and respond to client issues on forms, transfers, operations
- Collaborate with trading desk, ops, sales, solutions, CS, eng, and product
- Ensure new business paperwork is submitted accurately
- Maintain a positive, resilient demeanor in a fast-paced environment
🎯 Requirements
- One to two years of experience in the securities industry
- FINRA Series 7 license
- Strong written and verbal communication skills
- Experience with FINRA, Federal, and SEC regulations
- Ability to collaborate and work effectively in a remote team
- Adapt to changing business and regulatory environments
🎁 Benefits
- Competitive salary and stock options
- Health benefits
- New Hire Home-Office Setup: USD 500
- Monthly stipend: USD 150 via Brex Card
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