Financial Representative
Job description
Financial Representative
Location: Pennington NJ 08534
Duration: 12 months
Must be flexible with schedule (Operational hours are 8:30 AM – 5:00 PM)
Description:
Cient Onboarding and Maintenance supports the onboarding and maintenance related functions for brokerage accounts. The Account Management Ops Representative will provide support to the branch office. Team functions include documentation review and activating brokerage account traits. Support can be provided by working cases or taking internal phone calls from the branch office for more escalated items.
Responsibilities include:
- Respond to phone calls on the internal line. Work cases in SRP and ASAP
- Review documentation for completeness and accuracy
- Decision cases while putting the client and branch office in the forefront while managing risk.
Required Skills:
- Proven decision-making skills, and the ability to effectively manage risk.
- Proven track record delivering for internal and/or external clients.
- Strong organizational and teamwork skills
- Results oriented; driven and ambitious
- Demonstrates initiative while working independently
Desired Skills:
- Experience with brokerage account operations and systems
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian’s platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian’s brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
