New Accounts Principal Brokerage Operations Associate II

Company: VirtualVocations
Location: Pompano Beach
Posted on: September 15, 2023

Job Description:

A company is looking for a New Accounts Principal Brokerage Operations Associate II.
Key Responsibilities:

Enforce the Firm's Customer Identification Program (CIP)
Review, process, and approve new accounts, account updates, and analyst escalated issues
Communicate with internal and external partners and clients regarding account status

Required Qualifications:

3+ years of brokerage operations experience
Series 24 certification
Ability to work effectively within a team and independently
Adaptability to a changing business and regulatory environment
Client service focus

Keywords: VirtualVocations, Pompano Beach , New Accounts Principal Brokerage Operations Associate II, Other , Pompano Beach, Florida

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