eTeam · 17 hours ago
Branch Operations Specialist
Huntsville, AL
Contract
Onsite
Entry, Mid Level
$22/hr - $24/hr
2+ years expeTeam is seeking a Branch Operations Specialist for a 3-month contract in Huntsville, Alabama. The role involves acting as a liaison between home office departments and branch offices to resolve client account issues and ensure client satisfaction while managing various operational inquiries and policies.
Information Technology
Responsibilities
Acts as a liaison between home office departments and the branch offices to research and resolve escalated issues regarding clients’ accounts communicated via phone, correspondence, email and online inquiries; follows the issue all the way through resolution and final communications
Determines best method to resolve issues to ensure client satisfaction and adherence to company policies
Follows up, either verbally or in writing, to ensure client satisfaction
Responds to incoming inquiries related to qualifications, instructions or paperwork requirements for various programs. Addresses inquiries pertaining to operational policies and procedures and relay policies that govern the procedures handled at the retail level
Communicates and coordinates with Registrations, Sales Management and Compliance Departments to monitor branch and FA status
Acts as liaison for the branches by explaining the many different systems used and directing the FA to the appropriate systems needed
Works with branches and the Asset Management Services team to ensure independent branches are approved for certain account types based upon analysis done by the associate
Serves as main point of contact for certain firm initiatives, changes, or unexpected events
Examples are changes to account fees, trade fees, statement and reports
Acts as the liaison for the Attorney of the Day process
Responds to FA questions and concerns about the statements and confirms
Must understand and be able to interpret all products and information on various types of statements
Handles fee waiver questions for the branch
Makes decision based on each case and unique circumstances
Works with branches and advisors on the cost of doing business (trade related costs)
Acts as the main point of contact when BCP events arise for the independent branches
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's degree or equivalent with at least two (2) years of securities related experience
An equivalent combination of experience, education, and/or training as approved by Human Resources
Knowledge of basic office and branch practices, procedures and methods
Knowledge of account types and industry operations in general
Knowledge of back office systems
Skill in organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Skill in operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets
Skill in detail orientation to ensure quality standards are met without impairing workflow
Skill in follow-up to ensure resolution and completion of tasks
Ability to provide a high level of customer service in a calm, courteous and professional manner
Ability to establish and maintain effective working relationships at all levels of the organization
Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Ability to use effective oral and written communication skills sufficient enough to communicate and interact effectively with Financial Advisors and branch associates
Ability to constructively work under stress and pressure when faced with high workloads and deadlines
Ability to handle situations that require de-escalation in high volume circumstances
Ability to multi-task between several different functions daily
Benefits
Laptop provided
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Chief Customer Officer
Recent News
2025-11-19
2025-08-21
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