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New Post 9/22/2010 7:44 AM
  PrivatePlacement
623 posts
5th Level Poster


Broker Operations - 2 Positions 

 BCI has the following temporary position available.

Title: Broker Operations - 2 Positions
Start date: ASAP
Duration: Open Ended
Location: Buffalo Grove and Chicago, IL

Description:
Opening Accounts/processing paperwork/new account enrollments/deposit of client funds/various account maintenance processing and updates
Clearly communicate requirements to open/fund/maintain brokerage and managed accounts
Ability to recognize that operational changes may have an impact on a managed portfolio and take appropriate steps to ensure clients’ portfolios are not negatively impacted

Experience:
2-3 years previous brokerage operations experience
Experience with managed, fee based accounts
Thorough understanding of fixed income/equity/mutual fund trading
Knowledge of managed account requirements and regulations is preferred
Word and excel experience

Interested parties should send an up-to-date resume promptly.

Regards,

Ashley Schork
BCI - Financial Services Recruiting
10 S. Wacker Drive, Suite 1250 | Chicago, IL 60606
www.brokerageconsultants.com
Ashley@brokerageconsultants.com

 
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  Private Placements - Reg D Forum  Wholesaler Loun...  Job Posting & L...  Broker Operations - 2 Positions

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