Penn Mutual
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
1001 - 5000 employees
Founded 1847
Senior Operations New Accounts Specialist
Job not on LinkedIn
3 days ago
Penn Mutual
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
1001 - 5000 employees
Founded 1847
📋 Description
• Manage New Accounts operations queue. • Provide support and resolution for inquiries from Financial Professionals and Field Offices • Recommend and implement process improvements to enhance service delivery • Collaborate with internal teams and external partners to resolve escalated issues • Maintain consistent communication with field partners via phone, email and in person
🎯 Requirements
• 3-5 years experience in a broker/dealer within operations • Expert knowledge of Pershing NetX Platforms • Bachelor's Degree Preferred or equivalent experience required • FINRA SIE and Series 99 required or obtained with 12 months of hire • Series 7, 24 license preferred
🏖️ Benefits
• Flexible work arrangements • Professional development opportunities
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