Operations Coordinator

Process new account applications and client requests daily within designated timeframes, communicating with financial advisors and clients via phone, email, and other channels to resolve incomplete applications and bad orders. Accurately enter client personal and suitability information into the Firm's Books and Records system while facilitating regulatory mailing obligations. Respond to inquiries regarding all products offered by Brokers Financial and consult with management to handle difficult situations or exceptions. This role supports the firm's regulatory obligations and customer service needs for independent agents serving millions of clients nationwide.