Job highlightsIdentified by Google from the original job postQualificationsEDUCATION, EXPERIENCE and CERTIFICATIONS2 - 3 yearsSeries 6 / 7, 24 / 26 and 65 / 66 required65 / 66 license can be obtained through learning agreement. (2 of 3 licenses must be obtained prior)Effective problem solving / analysis skillsExcellent verbal and written communication skillsExcellent PC computer skills Excellent attendance recordExcellent interpersonal skillsAbility to organize and present facts in a clear and concise manner in both speech and correspondenceAbility to manage multiple prioritiesAbility to quickly and efficiently adapt to changes in procedures and policiesGood voice quality (clarity, tone, etc.)Proven ability to work under pressure and communicate professionally with irate customersAbility to work in a fast pace environmentAbility to quickly and efficiently adapt to changes in procedures or policiesAbility to perform assigned tasks within the specified time frames and meet quality expectationsLeadership abilityKnowledge of individual securities and market dynamicsBenefitsSalary is $60KDay one health, dental, and vision insurance401(k) Plan with competitive employer matchVacation, sick, holiday and volunteer time offLife and disability insuranceFlexible Spending Account and Health Savings AccountProfessional developmentTuition reimbursementCompany-sponsored social and philanthropy eventsResponsibilitiesThe incumbent monitors and responds to telephone inquiries regarding managed accounts from representativesThe Field Support Analyst 5 works with associates and management to make and implement recommendations concerning department changes, improvements and enhancementsIdentifies callers' concerns by asking probing questionsResponds to callers in a concise and courteous mannerProvides caller with complete and accurate information using the department manual training sessions and system as sources of informationRecognizes priority situations and understands when and how to notify appropriate partiesForwards corrections outside responsibility limits to appropriate party for further processing or approvalProvides support to Representatives in all aspects of Managed Account ProcessingProvides product and technical support when requiredDocuments all research findings thoroughlyPrepares appropriate correspondence as requiredProvides response to client or agent by mail or telephoneRecognizes priority situations and understands when and how to notify appropriate partiesPerforms all corrections within responsibility limitsForwards corrections outside responsibility limits to appropriate party for further processing or approvalComplies with legal and ethical standardsAdheres to policies and proceduresOffers ideas and recommendations to improve the efficiency of securities customer service operationsRemains current on all procedural changesProvides training and assistance to Customer Service traineesSupports the Coordinator by answering questions in the leader's absenceOffers ideas and recommendations to improve the efficiency of Customer Service operationsOrganizes information to efficiently respond to callers' questionsCompliance with Department Self-Assessment proceduresAdherence to Self-Assessment testing scheduleReporting identified issues to management