Job Description
As a Brokerage Coordinator, you will provide high-quality support to clients in various aspects of their business, including brokerage operations, advisory accounts, transfers, and direct business. You will assist clients in navigating systems associated with the broker-dealer and utilize the CRM tool to accurately record each call. You will work independently within the team to assist callers without requiring outside help and participate in research projects as needed. A solid understanding of the financial services industry and its role is essential.
ResponsibilitiesProvide high-quality support to clients in brokerage operations, advisory accounts, transfers, and direct business.Assist clients in navigating various systems associated with the broker-dealer.Utilize the CRM tool to accurately record each call.Work independently within the team to assist callers without requiring outside help.Participate in research projects as required.Demonstrate understanding of the financial services industry and its role.Essential SkillsData entryCustomer serviceBrokerageBanking operationsMicrosoft Office proficiencyAdditional Skills & Qualifications2+ years of experience in Banking or Financial Services3+ years of proficiency with Microsoft Office2+ years of customer-focused experience in a high-level production/quality settingWork Environment
The position offers a hybrid work environment, with initial weeks spent onsite to acclimate to the role.
Pay and Benefits
The pay range for this position is $21.00 - $23.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in West Des Moines,IA.
Application Deadline
This position is anticipated to close on Jul 31, 2025.
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\n\nAbout Aston Carter:\n
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
\n\nThe company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
\nIf you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.
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