Voya Financial
Broker Dealer Operations- Submissions Processor
Voya Financial, Boston, Massachusetts, us, 02298
Broker Dealer Operations- Submissions Processor
Join Voya Financial in a full‑time, essential‑worker position based in Boston, MA where you will process and review broker‑dealer submissions, supporting advisors and clients.
Responsibilities
Promptly respond to submission‑related inquiries received via inbound phone lines
Review submissions for new accounts and account updates to ensure all forms are in good order
Use a variety of systems and tools (Netx360, Salesforce, Genesys) to answer inquiries
Serve as a subject‑matter expert on broker‑dealer forms, account opening, account maintenance, and submission processes
Capture caller information in the customer management system and follow up to ensure service issues are resolved
Comply with all division policies and regulatory requirements
Meet FINRA requirements to retain registration, including annual training and reporting compliance
Other duties as assigned
Qualifications
Preferred FINRA exams
At least 1–2 years of customer service experience
Knowledge of the financial industry
Bachelor’s degree or equivalent experience
Professional, reliable, and prompt service orientation
Customer‑focused, self‑motivated, and able to thrive in a busy call‑center environment
Strong communication and organizational skills
Ability to work collaboratively in a team to solve complex situations
Business‑driven mindset with urgency and customer focus
Equal Employment Opportunity
Voya Financial is an equal‑opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any status protected by state or local law.
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Responsibilities
Promptly respond to submission‑related inquiries received via inbound phone lines
Review submissions for new accounts and account updates to ensure all forms are in good order
Use a variety of systems and tools (Netx360, Salesforce, Genesys) to answer inquiries
Serve as a subject‑matter expert on broker‑dealer forms, account opening, account maintenance, and submission processes
Capture caller information in the customer management system and follow up to ensure service issues are resolved
Comply with all division policies and regulatory requirements
Meet FINRA requirements to retain registration, including annual training and reporting compliance
Other duties as assigned
Qualifications
Preferred FINRA exams
At least 1–2 years of customer service experience
Knowledge of the financial industry
Bachelor’s degree or equivalent experience
Professional, reliable, and prompt service orientation
Customer‑focused, self‑motivated, and able to thrive in a busy call‑center environment
Strong communication and organizational skills
Ability to work collaboratively in a team to solve complex situations
Business‑driven mindset with urgency and customer focus
Equal Employment Opportunity
Voya Financial is an equal‑opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any status protected by state or local law.
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