Foundever · 1 day ago
Financial Brokerage Operations Service Specialist
Orem, UT
Full-time
Onsite
Entry Level
$35/hr - $35/hr
1+ years expFoundever is a global leader in the customer experience industry, seeking Brokerage Operations Service Specialists to join their team. In this role, you’ll assist customers with trading stocks and support the Front Office functions of a broker-dealer subsidiary to maintain customer satisfaction.
AdvertisingConsultingCustomer ServiceOutsourcing
No H1B
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
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
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
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
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