Operations Associate
Job in
Oakdale, Washington County, Minnesota, USA
Listed on 2026-06-26
Listing for:
Dexian
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Must have wealth management experience or broker dealer experience (must be on the resume).
Open to recent graduates (Bachelor’s degree in Finance and Business).
Processors will process brokerage account documents with a high degree of accuracy and within established service level timelines. Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present.
Call Center support will answer inbound calls from financial professionals in a courteous, professional, and timely manner. Respond to questions regarding accounts, products, services, and procedures.
Preferred Requirements- 1 year(s) brokerage experience
- Completion of the FINRA SIE exam
- FINRA Series 7
- Experience with Envestnet / Wealth Management Platform
- Bachelor’s degree in business, Finance or related field is preferred
- Prior experience or exposure including:
Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations
Position Requirements
10+ Years
work experience
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