Equity Trading Operations Specialist (Hybrid)

Advisor Group Inc.; Atlanta (GA); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Advisor Group Inc. seeks a Customer Service professional to support Financial Professionals across the country within Equity Trading. You will help with trades, answer policy questions, and guide platform navigation for a broad network of users.

ROLE IS FULL-TIME and based at one of our hubs with a hybrid schedule requiring four in-office days weekly. A bachelor’s degree is preferred; FINRA Series 7 & 63 licenses are required; strong communication and problem-solving skills are essential.

Qualifications

• 1+ years of customer service or contact center experience.
• FINRA Series 7 & 63 license required
• Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.
• Excellent communication & organizational skills.
• Quick learner with basic technical skills to efficiently navigate through various systems.
• STRONG customer focus orientation.
• High attention to detail, analytical mindset, and problem-solving skills.
• Be able to work independently and maintain elevated levels of quality.
• Self-motivated individual capable of meeting departmental expectations and deadlines
• Ability to participate and contribute to a team environment.

Responsibilities

• Service the trading needs of representatives for the Osaic Advisor Network
• Process and facilitate equity & option transactions from representatives.
• Field inquiries regarding general knowledge of securities, policies, quotes, and fees
• Diligently process trade errors for firm and representatives
• Timely review of transactions for alignment with market and firm guidelines
• Prioritize information that needs immediate attention.
• Ensure timely follow-up concerning all issues and inquiries.
• Other duties as assigned.

Skills

Customer service

Communication skills

Organizational skills

Technical literacy

Education

Bachelor's degree preferred

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Internet Explorer

Job description

Advisor Group Inc. seeks a Customer Service professional to support Financial Professionals across the country within Equity Trading. You will help with trades, answer policy questions, and guide platform navigation for a broad network of users.

ROLE IS FULL-TIME and based at one of our hubs with a hybrid schedule requiring four in-office days weekly. A bachelor’s degree is preferred; FINRA Series 7 & 63 licenses are required; strong communication and problem-solving skills are essential.