Securities Support Specialist Trainee
About The Position
Are you seeking a career path that offers growth, development, and long-term opportunity? Join MWA Financial Services, Inc., a registered broker/dealer, investment adviser and wholly-owned subsidiary of Modern Woodmen of America, as a Sales Support Specialist Trainee and take the first step toward a rewarding future in the financial services industry. In this role, you’ll receive comprehensive on-the-job training to help you earn the necessary licenses and certifications to become a key part of our Securities Account Services (SAS) team, supporting our nationwide network of registered representatives. Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion assets. Fraternals are unique membership organizations that pair the “member-owned” characteristic of a mutual insurance company with the “social mission” characteristic of a service organization. They unite individuals with common bonds, provide a variety of life insurance and investment products, and form one of the nation’s most effective volunteer networks.
Requirements
- Associate’s degree required and 1+ years of customer service experience preferred.
- Ability to pass FINRA Series SIE, and 6 within 180 days of hire. We provide time to study during work hours to help you achieve this goal.
- Superior customer relation skills.
- Strong attention to detail and accuracy, with the ability to prioritize and coordinate multiple tasks.
- Demonstrate problem solving and analytical skills.
- Ability to work well with the pressure of deadlines and be a productive member of the team.
Responsibilities
- Provide front-line home office call support for field representatives. Assist with navigation of sales software platforms, completion of application requirements, investment research, and resolution of product-related questions and concerns.
- Continuously develop expertise in all relevant systems and tools, including Docupace, NetX360, RightBridge, and other platforms essential to business operations.
- Provide phone, email, and remote screen share assistance to registered representatives to ensure readiness for business submission to home office principals.
- Foster strong working relationships with home office principals and field representatives to enhance overall satisfaction and streamline communication.
- Collect and relay feedback from field representatives regarding challenges, successes, and suggestions for process improvements.
- Actively participate in team efforts to reduce Not-In-Good-Order (NIGO) rates, shorten application cycle times, and minimize reliance on paper-based processes.
- Identify and recommend enhancements to workflows and procedures that improve efficiency and service quality.
- Occasionally provide information to other broker dealer personnel on customer service issues requiring a solid understanding of securities products offered, phone calls, emails and transactions.
Benefits
- Vacation
- Sick leave
- 11 paid holidays
- Company-paid retirement plan
- Matching 401(k) plan
- Employee Impact Bonus
- Medical, Dental and Prescription Drug Insurance. We pay 100% of employees’ health insurance premiums and 50% of employee dependents’ premiums.
- Group term life insurance.
- Long-term and short-term disability.
- Voluntary benefits: vision, flexible savings accounts (FSA), accident insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
