Operations Associate, Client Services

Colliers UK

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, opening brokerage accounts, 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 life 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
  • FINRA Series 99 license ability
  • Enterprising environment culture

Key Requirements

  • High School Diploma or GED required
  • Bachelor's degree preferred
  • Ability to obtain FINRA Series 99 preferred

Work Rights

Not specified

Tailored Resume

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