Volt is immediately hiring a Brokerage Support in Lake Mary, FL
As a Brokerage Support, you will:
Provides high?quality customer service and
brokerage
support
to client's Registered Investment Advisory (RIA) clients. This role involves daily phone and email interaction, detailed problem resolution, and end?to?end handling of account?related requests. The ideal candidate will have a
background in financial services
-
preferably brokerage or retail banking
- and strong organizational and communication skills.
Key Responsibilities
Client Service & Communication Provide outstanding customer service through phone and written communication. Respond to and resolve client inquiries, often managing multi?day cases requiring thorough follow?up. Record detailed information regarding client issues and actions taken. Escalate complex issues to management or partner departments when needed. RIA Account Support
Assist RIA clients with:
New brokerage account opening Funds transfers Account maintenance Platform and web navigation
Ensure all requests are processed accurately and in compliance with regulatory policies. Account Processing & Accuracy
Investigate and correct errors in customer accounts or statements. Maintain client accounts per guidelines to ensure regulatory compliance. Enter and update client information in internal systems. Case & Workflow Management
Manage multiple open client cases simultaneously with strong organization and follow?through. Coordinate with internal departments to resolve client issues efficiently. Communicate status updates and any challenges to management proactively. Ideal Background
Customer service experience within the
brokerage securities industry .
Must?Have Qualifications Background or education in
financial services , ideally brokerage securities or retail banking. Proven ability to
analyze complex data
and resolve multi?step issues. Strong
organizational skills
and ability to manage multiple tasks and cases. Nice?to?Have Qualifications
Working knowledge of
new account opening and account transfers
in the brokerage industry. Experience supporting
Independent RIA firms . Demonstrated job stability with limited frequent role changes.
Pay Rate:
$23.00 - $25.00 per hour
*Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.
Qualified candidates should
APPLY NOW
for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible.
Benefits:
Volt offers benefits (based on eligibility) that include the following: health, dental, vision, term life, short term disability, AD&D, 401(k), Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).
Volt
is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Volt is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please email hr_dept@ or call (866) -898-0005. Please indicate the specifics of the assistance needed.
Volt
does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from VOLT and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at volt-information-sciences-privacy-policy.pdf
As a Brokerage Support, you will:
Provides high?quality customer service and
brokerage
support
to client's Registered Investment Advisory (RIA) clients. This role involves daily phone and email interaction, detailed problem resolution, and end?to?end handling of account?related requests. The ideal candidate will have a
background in financial services
-
preferably brokerage or retail banking
- and strong organizational and communication skills.
Key Responsibilities
Client Service & Communication Provide outstanding customer service through phone and written communication. Respond to and resolve client inquiries, often managing multi?day cases requiring thorough follow?up. Record detailed information regarding client issues and actions taken. Escalate complex issues to management or partner departments when needed. RIA Account Support
Assist RIA clients with:
New brokerage account opening Funds transfers Account maintenance Platform and web navigation
Ensure all requests are processed accurately and in compliance with regulatory policies. Account Processing & Accuracy
Investigate and correct errors in customer accounts or statements. Maintain client accounts per guidelines to ensure regulatory compliance. Enter and update client information in internal systems. Case & Workflow Management
Manage multiple open client cases simultaneously with strong organization and follow?through. Coordinate with internal departments to resolve client issues efficiently. Communicate status updates and any challenges to management proactively. Ideal Background
Customer service experience within the
brokerage securities industry .
Must?Have Qualifications Background or education in
financial services , ideally brokerage securities or retail banking. Proven ability to
analyze complex data
and resolve multi?step issues. Strong
organizational skills
and ability to manage multiple tasks and cases. Nice?to?Have Qualifications
Working knowledge of
new account opening and account transfers
in the brokerage industry. Experience supporting
Independent RIA firms . Demonstrated job stability with limited frequent role changes.
Pay Rate:
$23.00 - $25.00 per hour
*Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.
Qualified candidates should
APPLY NOW
for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible.
Benefits:
Volt offers benefits (based on eligibility) that include the following: health, dental, vision, term life, short term disability, AD&D, 401(k), Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).
Volt
is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Volt is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please email hr_dept@ or call (866) -898-0005. Please indicate the specifics of the assistance needed.
Volt
does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from VOLT and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at volt-information-sciences-privacy-policy.pdf