Financial Brokerage Specialist - (Charlotte, NC preferred, however Virtual/WFH can be considered)
Company: Alight Solutions
Location: Charlotte
Posted on: January 14, 2021
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Job Description:
Our story starts with a simple universal truth: Every business
is a people business. Our people are our greatest assets at Alight
Solutions because People Matter We strive for Excellence Every Day
by collaborating with our clients and colleagues. At Alight, we
Think Forward and we Act Now to shape the future of work and life
for organizations, people and their families Alight has 25 years of
industry experience. Our success is fueled by the expertise of our
people, and the strength of our proprietary and partner technology.
Come join the leading technology-enabled HR and benefits service
provider. Be Real with Alight and help us reimagine how people and
organizations thrive.Alight Is Looking For a Financial Services
Brokerage SpecialistAs part of an industry-leading team, you will
help drive results for our clients by delivering innovative and
effective solutions as part of our Financial Services business
group within Alight, in Charlotte, NC. Your Impact as a Financial
Services Brokerage Specialist:The Representative must be familiar
with or demonstrate the ability to obtain knowledge of the
securities industry and brokerage investing. Additionally, must
have an understanding of the other services provided through Alight
Financial Services and how they relate to our brokerage platform.
Must have the ability to listen, diagnose customer needs, and
effectively communicate with brokerage customers--- as well as
internal and external support providers. Must be able to work
independently, trouble shoot and research issues and have the
ability to develop solutions. Representative should be articulate
in their oral and written communication and maintain timely and
accurate records of calls and transactions in our brokerage
databases.Product & Services Knowledge ---o After Tax Brokerage
Accounts: Must have a working knowledge of types of After Tax
Brokerage Accounts that are available and objectively help customer
select to most appropriate provider.o Defined Contribution Plans:
Must have working knowledge of general qualified plan requirements.
Must be able provide information and guidance around the effects of
plan distributions, loans, investment choices and other specific
plan rules.o IRAs: Must understand types of IRA accounts that are
available and be able to identify which type of IRA is appropriate
for the employee and communicate.o College Savings Plans: Must have
an understanding of the college savings plan options available
through the PFC. Must be able to effectively navigate internal PFC
529 web site to retrieve needed information.o Advisory Services:
Must be able to build a knowledge base and effectively communicate
to employees what the advisor relationship entails.Position
Requirements- Strong communication skills will be necessary,
including the ability to work well interpersonally with your peers,
supervisors and customers.- Strong analytical skills to problem
solving and ability to troubleshoot basic technical problems.- Must
be detail oriented with high degree of accuracy and personal
accountability.- Ability to work in high pressure environment with
strict deadlines.- Teamwork will be needed to engage the energies
of others on the team, within the HFS Call Center and DC (Defined
Contribution) Client Teams to help in achieving goals.FINRA Series
7, 63. Able to obtain Series 66 or equivalent within 90 days of
employment. Customer Service, Trading, Sales and/or Marketing
experience preferred.5 years financial industry experience.Strong
rapport building and interpersonal skills are necessary.Ability to
educate callers on complex retirement and education funding
concepts is necessary.Utilize conceptual thinking to identify
patterns, apply concepts and clarify complex informationDemonstrate
sustained confidence and resilience during challenging
interactionsActively listen to customers to understand both
articulated and unarticulated needsAbility ask relevant probing
questions to better assess customer needsUse data to persuade and
influence customers to objectively guide themGood presentation
skills requiredEducation:Undergraduate degree or equivalent years
of industry experience.We offer you:A competitive total rewards
package, continuing education & training, and tremendous potential
with a growing worldwide organization.By applying for a position
with Alight, you understand that, should you be made an offer, it
will be contingent on your undergoing and successfully completing a
background check consistent with Alight---s employment policies.
Background checks may include some or all of the following based on
the nature of the position: SSN/SIN validation, education
verification, employment verification, and criminal check, search
against global sanctions and government watch lists, fingerprint
verification, credit check, and/or drug test. You will be notified
during the hiring process which checks are required by the
position.At Alight, we believe that diversity should be visible,
valued, and sustained throughout the organization. Alight provides
equal treatment and employment opportunities to all employees and
applicants for employment without regard to any protected status or
other protected characteristic.Alight does not discriminate against
anyone based on sex, race, color, religion, creed, national origin,
ancestry, age, physical or mental disability, medical condition,
pregnancy, marital or domestic partner status, citizenship,
military or veteran status, sexual orientation, gender, gender
identity or expression, genetic information, or any other legally
protected characteristics or conduct covered by federal, state or
local law. In addition, we take affirmative action to employ and
advance in employment qualified minorities, women, disabled
persons, disabled veterans and other covered veterans.Alight
provides reasonable accommodations to the known limitations of
otherwise qualified employees and applicants for employment with
disabilities, sincerely held religious beliefs, practices and
observances, unless doing so would result in an undue hardship.
Applicants for employment may request a reasonable
accommodation/modification by contacting his/her recruiterWe offer
you a competitive total rewards package, continuing education &
training, and tremendous potential with a growing worldwide
organization.DISCLAIMER:Nothing in this job description restricts
management's right to assign or reassign duties and
responsibilities of this job to other entities; including but not
limited to subsidiaries, partners, or purchasers of Alight business
units.Alight Solutions provides equal employment opportunities
(EEO) to all employees and applicants for employment without regard
to race, color, religion, creed, sex, sexual orientation, gender
identity, national origin, age, disability, genetic information,
pregnancy, childbirth or related medical condition, veteran,
marital, parental, citizenship, or domestic partner status, or any
other status protected by applicable national, federal, state or
local law. Alight Solutions is committed to a diverse workforce and
is an affirmative action employer. Full time
Keywords: Alight Solutions, Charlotte , Financial Brokerage Specialist - (Charlotte, NC preferred, however Virtual/WFH can be considered), Accounting, Auditing , Charlotte, North Carolina
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