What are the responsibilities and job description for the Brokerage Service & Operations Specialist position at Opportunities?
Brokerage Service & Operations Specialist
Victory Capital | San Antonio, TX
About Victory Capital:
Victory Capital is a diversified global asset management firm and employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.
Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan and brokerage services.
Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit www.vcm.com or follow Victory Capital on Facebook, Twitter, and LinkedIn.
General Summary and Purpose:
If you are ready to start your career in financial services or already have experience and are looking to be part of a purpose-driven organization, join our team at Victory Capital InVest. We are committed to delivering outstanding customer experiences. As a Brokerage Service & Operations Specialist, you will work in an inbound investment contact center, where you'll have the opportunity to make a positive impact on customers by providing financial education and specialized support for brokerage accounts, mutual funds, and 529 Education Savings Plans.
Everything we do is rooted in a strong belief that through our products and services, we can help every investor achieve their unique financial goals no matter how big or small. For our Brokerage Service & Operations Specialists, every customer interaction is an opportunity to have a lasting impact and bring this belief to life.
We are committed to your success! You will receive comprehensive paid training focused on customer service, product knowledge, systems, and much more. As you gain more experience you will have the support for additional FINRA licensing and other opportunities to grow your career at Victory Capital.
You will report to Manager, Victory Capital InVest
You Will:
- Deliver world-class customer service in an inbound setting
- Educate customers on investment products and services, using each interaction as an opportunity to expand and deepen the client relationship with Victory Capital
- Prioritize multiple tasks and navigate multiple internal systems
- Demonstrate compassion and empathy
- Operate in a scheduled work environment
- Be a problem solver
- Stay informed on Victory Capital products, policies, and stay up to date with financial market trends and regulatory changes
You Have:
- A desire to deliver exceptional customer service experiences
- Strong communication and customer engagement skills
- Flexibility and the ability to work any shift during our operating hours, 7:30AM CT – 7:00PM CT Monday through Friday (Shift differential paid after 6PM CT)
- Active FINRA SIE, Series 7, Series 63
Preferred Skills
- Customer service experience, preferably in a contact center environment
- 2 years of financial services industry experience and familiarity with brokerage, mutual funds, 529 education savings plans, ETFs, and retirement products experience
- Experience meeting and exceeding sales, service, and customer satisfactions goals
Our Benefits:
- Victory Capital offers great Medical, Dental, and Vision plans, and many other benefit opportunities
- Flexible PTO, Family Medical and Disability Leaves Available
- 401k with a generous employer match
Target Compensation:
The target base salary range for this position is $49,300 - $ 58,000.
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Salary : $49,300 - $58,000
