Job Description: Brokerage Operations Service Specialist - Work From Home

Foundever is now hiring Work from Home Brokerage Operations Service Specialists who are based within 100 miles of Orem, Utah! This is a fantastic opportunity for talented professionals with active FINRA licenses, including Series 7 and Series 63, to join one of the fastest-growing financial brands in the world.

In this role, you’ll help customers trade stock in their favorite companies with as little as $1, thanks to our innovative free fractional trading feature. As a Brokerage Operations Specialist, you’ll support the Front Office functions of our growing broker-dealer subsidiary. Reporting to the Brokerage Operations Service Lead, you’ll play a key role in maintaining customer satisfaction by addressing inbound communications for investing brokerage accounts.

Please note: This position is primarily remote, and candidates must reside within 100 miles of our Orem, UT site. There may be occasional requirements to attend on-site training or meetings at our Orem location. Additionally, candidates who live within 50 miles of the Orem site may be considered for an on-site position.

Why You Should Join Us

$35/H
Join a supportive community focused on engagement and recognition
No equipment? We provide everything you need!
Join a supportive community focused on engagement and recognition
Hands-on paid classroom-style training, as well as ongoing job specific training
Comprehensive benefits including medical, dental, life and vision insurance, company-matched 401K contribution, paid vacation time, EAP and wellness program
Employee discounts and referral bonuses
Excellent growth opportunities - 93% of our management teams is hired from within
Enjoy a generous incentive program with the potential to earn an additional $1,500 at six months, $2,500 at twelve months and $3500 at twenty four months – adding up to a total of $7500 over 2 years!

What We Are Looking For

Must have active FINRA licenses: Series 7 and Series 63 (or Series 66 in place of Series 63)
Must live within 100 miles of our Orem site
Have 1-2 years of customer service experience in broker-dealer or financial operations
Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations
Must legally be able to work in the US
Must be at least 18 yrs of age
Highschool diploma or equivalent
The flexibility to work various shifts, including evenings and weekends
Must pass a background and check

Key Skills

Strong verbal and written communication skills
Ability to multitask and navigate between screens efficiently while assisting customers
Strong problem-solving, empathy, adaptability, and reliability
Quickly and accurately identify customer needs and share the appropriate solution to their questions and account-related issues in compliance with Firm procedures
Manage and triage Investing related issues using internal tools and systems
Document interactions and escalate issues with empathy to enhance customer experiences
Advocate for customers by identifying trends in issues and suggesting improvements to processes, policies, and products
Enhance content in the Support Center and collaborate with other teams to find answers and support teammates

Home Setup Requirements

A hardwired connection with an internet Speed of 25.0 Mbps download speed and 10.0 Mbps upload speed
A quiet, distraction-free space is essential

About Foundever™

Foundever® is a global leader in the customer experience (CX) industry. With 150,000 associates across the globe, we’re the team behind the best experiences for +800 of the world’s leading and digital-first brands. Our innovative CX solutions, technology and expertise are designed to support operational needs for our clients and deliver a seamless experience to customers in the moments that matter.

Military Friendly

Foundever™ is a 2024 Military Friendly Employer. We are proud partners of Military On Source, Military Spouse -Employment Partnership and other veterans organizations. We recognize the commitment it takes to serve our country and value the unique skills and experience veterans bring to the workforce. Experience built on integrity, leadership, discipline, dedication and respect.

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Brokerage Operations Service Specialist - Work From Home