Voya Financial
Broker Dealer Operations- Phone Representative
Voya Financial, Boston, Massachusetts, us, 02298
Broker Dealer Operations- Phone Representative
Join to apply for the
Broker Dealer Operations- Phone Representative
role at
Voya Financial .
About the Opportunity Our Broker Dealer Operations - Phone Representatives are the point of contact for Voya Financial Advisors’ registered representatives and their clients. They partner with registered reps to help grow their businesses and attract and retain clients, providing service & support through incoming phone queues and electronic cases. Ownership of cases until resolution is expected. They handle routine and non‑routine inquiries, place trades, respond to trading related inquiries, and assist with transactions. They support strategic initiatives and serve as subject‑matter experts in a large variety of topics.
Responsibilities
Use a variety of systems and tools to promptly respond to inquiries received via inbound phone lines. Systems include Netx360, Salesforce, and Genesys.
Serve as a subject‑matter expert on Operations, Money Desk, Trade Desk, Transfers, Licensing, Compliance, and Sales.
Provide information to callers about various features of specific products and policies.
Complete and verify transactions requested by callers, or forward to appropriate parties.
Capture caller information on the customer management system and follow up to ensure resolution.
Comply with all division policies and regulatory requirements, including FINRA rules.
Meet FINRA requirements to retain registration (annual training, reporting, etc.).
Other duties as assigned.
Qualifications
FINRA Series 7 (must be obtained within 60 days of hire)
FINRA Series 63 or 66 (must be obtained within 60 days of hire)
At least 2‑3 years of customer service experience.
Experience in the financial industry.
Professional, reliable and prompt service; strong communication and organizational skills.
Self‑motivated, customer‑focused, ability to troubleshoot, prioritize and multi‑task in a busy call‑center environment.
Team collaborator, with strong communication and organizational skills.
Preferred Knowledge & Experience
Bachelor’s degree or comparable experience.
Compensation Annual base salary range: $43,020 - $71,710 USD. Incentive opportunities include annual cash incentives, sales incentives, and/or long‑term incentives.
Benefits
Health, dental, vision and life insurance plans.
401(k) Savings plan – with generous company matching contributions (up to 6%).
Voya Retirement Plan – employer‑paid cash balance retirement plan (4%).
Tuition reimbursement up to $5,250 per year.
Paid time off – 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
Paid volunteer time – 40 hours per calendar year.
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 other status protected by state or local law.
Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
Misuse of Voya's name in fraud schemes.
#J-18808-Ljbffr
Broker Dealer Operations- Phone Representative
role at
Voya Financial .
About the Opportunity Our Broker Dealer Operations - Phone Representatives are the point of contact for Voya Financial Advisors’ registered representatives and their clients. They partner with registered reps to help grow their businesses and attract and retain clients, providing service & support through incoming phone queues and electronic cases. Ownership of cases until resolution is expected. They handle routine and non‑routine inquiries, place trades, respond to trading related inquiries, and assist with transactions. They support strategic initiatives and serve as subject‑matter experts in a large variety of topics.
Responsibilities
Use a variety of systems and tools to promptly respond to inquiries received via inbound phone lines. Systems include Netx360, Salesforce, and Genesys.
Serve as a subject‑matter expert on Operations, Money Desk, Trade Desk, Transfers, Licensing, Compliance, and Sales.
Provide information to callers about various features of specific products and policies.
Complete and verify transactions requested by callers, or forward to appropriate parties.
Capture caller information on the customer management system and follow up to ensure resolution.
Comply with all division policies and regulatory requirements, including FINRA rules.
Meet FINRA requirements to retain registration (annual training, reporting, etc.).
Other duties as assigned.
Qualifications
FINRA Series 7 (must be obtained within 60 days of hire)
FINRA Series 63 or 66 (must be obtained within 60 days of hire)
At least 2‑3 years of customer service experience.
Experience in the financial industry.
Professional, reliable and prompt service; strong communication and organizational skills.
Self‑motivated, customer‑focused, ability to troubleshoot, prioritize and multi‑task in a busy call‑center environment.
Team collaborator, with strong communication and organizational skills.
Preferred Knowledge & Experience
Bachelor’s degree or comparable experience.
Compensation Annual base salary range: $43,020 - $71,710 USD. Incentive opportunities include annual cash incentives, sales incentives, and/or long‑term incentives.
Benefits
Health, dental, vision and life insurance plans.
401(k) Savings plan – with generous company matching contributions (up to 6%).
Voya Retirement Plan – employer‑paid cash balance retirement plan (4%).
Tuition reimbursement up to $5,250 per year.
Paid time off – 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
Paid volunteer time – 40 hours per calendar year.
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 other status protected by state or local law.
Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
Misuse of Voya's name in fraud schemes.
#J-18808-Ljbffr