The Operations Coordinator is responsible for customer service support of financial advisors through processing of new account applications, account changes, and service requests, per representatives/client instructions. This role responds to inquiries in respect to all products offered by Brokers Financial. Also, the Operations Coordinator communicates with and assists, financial advisors with various requests, and support firm’s regulatory obligations.

Essential Job Functions, other duties assigned

• Process new account applications and client requests daily and within designated timeframes.

• Communicate with Financial Advisors and/or clients through phone and/or email to resolve incomplete or “bad order” applications and/or requests and to find solutions to problems. Consult with appropriate leaders/management as needed to deal with difficult situations or exception.

• Accurately enter client’s personal and suitability information into the Firm’s Books and Records system and facilitate required regulatory mailing obligations

• Provide customer service to Financial Advisors and the clients through various means including written correspondence, email, phone, internet, and fax.

Experience and Education

• Financial industry experience preferred.

• High school diploma or general education degree (GED) and at least 1 year working directly with a broker-dealer, RIA, or insurance.

• FINRA Series 6 or 7 preferred, but not required. Must become a non-registered fingerprint person of Brokers Financial.

Employee Benefits

Brokers International offers a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer paid short term disability, and more. We believe in a flexible work environment and have a hybrid work model for most positions. We also reward our employees’ hard work with profitability bonuses, a casual dress code, adjustable sit / stand desks, and free snacks, fruit and coffee. As an added bonus, we close every Friday at 3 p.m.

Our Culture

At Brokers International, our thriving, positive workplace culture helps drive our workforce and encourages overall employee wellbeing. We strive for an environment of inclusion while celebrating the individual creative differences embodied by all of our employees. If you want to be part of an innovative team dedicated to helping financial professionals build stronger businesses through tailored product sales, marketing, compliance and operational support, look no further.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products with a data and technology focus. We are an omnichannel insurtech company innovating insurance with a singular purpose: to help people protect their life, health and wealth so they can make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to making insurance simpler and more human, so everyone can plan for the good days ahead. Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com.