Broker Dealer Operations- Submissions Processor

Voya Financial • Boston, MA

68d • $57,370 - $71,710

About The Position

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now.

Requirements

• FINRA exams preferred.
• At least 1-2 years of customer service experience.
• Knowledge of the financial industry.
• Bachelor’s degree or comparable experience in lieu of degree.
• Strong communication and organizational skills.
• Ability to troubleshoot, prioritize, and multi-task.
• Customer focused and self-motivated.

Nice To Haves

• Experience in a busy call center and processing environment.
• Ability to work collaboratively in a team environment.

Responsibilities

• Promptly respond to submissions-related inquiries received via inbound phone lines.
• Review submissions for new accounts and account updates to ensure forms are in good order.
• Use a variety of systems and tools to answer inquiries, including Netx360, Salesforce, and Genesys.
• Serve as a subject matter expert on a variety of topics including Broker Dealer forms, account opening, account maintenance, and submission processes.
• Capture caller information on customer management system.
• Follow up with customers to ensure service issues have been resolved.
• Comply with all division policies and regulatory requirements.
• Meet FINRA requirements to retain registration, including annual training and compliance with reporting.

Benefits

• Health, dental, vision and life insurance plans.
• 401(k) Savings plan with generous company matching contributions (up to 6%).
• Voya Retirement Plan – employer paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250/year.
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree