Licensing Ops Analyst - Entry Level

Phyton Talent Advisors; City of White Plains (NY); On-site; USD 52,000 - 76,000; Full time

Job summary

Our client seeks a Securities Licensing Operations Specialist to support the licensing and examination process for insurance and securities professionals. This individual will coordinate licensing activities, respond to inquiries, manage examination registrations, and maintain accurate licensing records.

The ideal candidate will have strong customer service experience, excellent communication skills, and the ability to manage a high volume of inbound and outbound phone calls while providing

Qualifications

• Strong customer support and service experience.
• Experience handling high volumes of inbound/outbound calls professionally.
• Excellent phone etiquette, verbal communication and active listening.
• Strong written communication with email handling skills.
• Excellent organization with multiple priorities and deadlines.
• Attention to detail and accurate record-keeping.
• Proficiency with Outlook and Excel.
• Ability to collaborate with internal teams and stakeholders.
• Strong problem-solving with a customer-focused approach.

Responsibilities

• Prepare, enroll individuals in licensing programs and study materials.
• Provide day-to-day admin support for licensing activities.
• Respond to high volumes of calls and emails about licensing and exams.
• Coordinate licensing classes, schedules, and training opportunities.
• Send licensing communications and follow-up on examinations.
• Support SIE and Series 6/7/63/66 examination processes, including retakes.
• Coordinate exam registrations and FINRA processes.
• Monitor candidate progress and maintain licensing records across systems.
• Prepare reports and provide accurate licensing updates to stakeholders.

Skills

Customer service

Call handling

Verbal communication

Written communication

Organization

Attention to detail

MS Office

Teamwork

Problem solving

Tools

Microsoft Excel

Microsoft Outlook

Job description

Our client seeks a Securities Licensing Operations Specialist to support the licensing and examination process for insurance and securities professionals. This individual will coordinate licensing activities, respond to inquiries, manage examination registrations, and maintain accurate licensing records.

The ideal candidate will have strong customer service experience, excellent communication skills, and the ability to manage a high volume of inbound and outbound phone calls while providing