Operations Associate, Client Services

Colliers Slovak

Minneapolis, MN, US
Base: $28.85 - $36.06 ph; bonus/equity: not specif...
Onsite
2-5 years brokerage operations experience
Prior broker-dealer or securities industry background
Strong analytical and problem-solving abilities
The Operations Associate supports daily activities of the Operations Department and provides operational and client service support to registered representatives

Job Summary

  • The Operations Associate supports daily activities of the Operations Department and provides operational and client service support to registered representatives.
  • This role involves preparing account documentation, processing transactions, and ensuring compliance with firm policies and regulatory requirements.
  • Colliers offers a comprehensive benefits package including medical and dental plans, a 401k plan with company matching, and firm-funded life and disability insurance.

Matching Summary

The Operations Associate supports daily activities of the Operations Department and provides operational and client service support to registered representatives.

Salary

Base: $28.85 - $36.06 per hour; Bonus/Equity: Not specified; Benefits: Medical, dental, 401k match, life and disability insurance

Skills & Requirements

Must-have

  • 2-5 years brokerage operations experience
  • Prior broker-dealer or securities industry background
  • Strong analytical and problem-solving abilities

Nice-to-have

  • Bachelor's degree preferred
  • Ability to obtain FINRA Series 99 license
  • Cross-training on operational functions

Key Requirements

  • High School Diploma or GED required
  • 2-5 years of brokerage operations experience
  • FINRA Series 99 preferred

Work Rights

Not specified

Tailored Resume

Cover Letter