Foundever · 10 hours ago
Financial Brokerage Operations Service Specialist
Orem, Utah, US
Full-time
Onsite
Entry Level
$35/hr - $35/hr
1+ years expFoundever is a global leader in the customer experience industry, and they are seeking Brokerage Operations Service Specialists to assist customers with trading stocks. In this role, you will support the Front Office functions of a broker-dealer subsidiary, focusing on maintaining customer satisfaction through effective communication and service.
AdvertisingConsultingCustomer ServiceOutsourcing
Responsibilities
Assist customers as they trade stock in their favorite companies using an innovative free fractional trading feature
Support the Front Office functions of a growing broker-dealer subsidiary
Address inbound communications for Investing brokerage accounts
Qualification
Required
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
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
Benefits
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!
Company
Foundever
Foundever is a customer experience company that offers AI and CX analytics, strategy, design, metaverse, and CX channel solutions.
10001+ employees
H1B Sponsorship
Foundever 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
2024 (2)
2023 (2)
Funding
Current Stage
Late StageLeadership Team
Michelle Parks
CEO - U.S. Market
Ana Athayde
Chief CX Technology Strategy and Partnerships
Recent News
2025-10-31
Company data provided by crunchbase