Job Description

Financial Brokerage Operations Service Specialist (Orem, Utah, US)

Brokerage Operations Service Specialist

Join our dynamic team at Foundever, where every interaction is an opportunity to make a difference. 

Foundever is hiring Brokerage Operations Service Specialists with FINRA licenses, including Series 7 and Series 63 or Series 66, to join one of the fastest-growing financial brands in the world! In this role, you’ll assist customers as they trade stock in their favorite companies with as little as $1 using an innovative free fractional trading feature.

As a Brokerage Operations Specialist, you will support the Front Office functions of a growing broker-dealer subsidiary. Reporting to the Brokerage Operations Service Lead, you’ll play a key role in maintaining customer satisfaction by addressing inbound communications for Investing brokerage accounts

Location Requirements: Must live within the commuting range and be able to work in our Orem site at 545 East University Parkway, Orem, UT 

Why You Should Join Us

• $35/H
• Join a supportive community focused on engagement and recognition 
• Hands-on paid classroom-style training, as well as ongoing job specific training 
• Comprehensive benefits including medical, dental, life and vision insurance, company-matched 401K contribution, paid vacation time, EAP and wellness program 
• Employee discounts and referral bonuses 
• Excellent growth opportunities - 93% of our management teams is hired from within 
• Enjoy a generous incentive program with the potential to earn an additional $1,500 at six months, $2,500 at twelve months and $3500 at twenty four months – adding up to a total of $7500 over 2 years! 

What We Are Looking For

• Must have FINRA Licenses: Series 7 and Series 63 or Series 66 
• Have 1-2 years of customer service experience in broker-dealer or financial operations 
• Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations 
• Must legally be able to work in the US 
• Must be at least 18 yrs of age 
• Highschool diploma or equivalent
• The flexibility to work various shifts, including evenings and weekends 

• Must pass a background and check

Key Skills

• Strong verbal and written communication skills 
• Ability to multitask and navigate between screens efficiently while assisting customers 
• Strong problem-solving, empathy, adaptability, and reliability 
• Quickly and accurately identify customer needs and share the appropriate solution to their questions and account-related issues in compliance with Firm procedures 
• Manage and triage Investing related issues using internal tools and systems 
• Document interactions and escalate issues with empathy to enhance customer experiences 
• Advocate for customers by identifying trends in issues and suggesting improvements to processes, policies, and products 
• Enhance content in the Support Center and collaborate with other teams to find answers and support teammates 

About Foundever™

Foundever® is a global leader in the customer experience (CX) industry. With 150,000 associates across the globe, we’re the team behind the best experiences for +800 of the world’s leading and digital-first brands. Our innovative CX solutions, technology and expertise are designed to support operational needs for our clients and deliver a seamless experience to customers in the moments that matter.

Military Friendly 

Foundever™ is a 2024 Military Friendly Employer. We are proud partners of Military On Source, Military Spouse -Employment Partnership and other veterans organizations. We recognize the commitment it takes to serve our country and value the unique skills and experience veterans bring to the workforce. Experience built on integrity, leadership, discipline, dedication and respect. 

EEO

Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination. 

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