Brokerage Services and Sales Support Analyst – Associate Position Available In Duval, Florida

Brokerage Services and Sales Support Analyst – Associate page is loaded
Brokerage Services and Sales Support Analyst – Associate
locations
Jacksonville, 5201 Gate Parkway
time type
Full time
posted on
Posted Yesterday
job requisition id

R0387944

Job Description:

Job Title:

Brokerage Services and Sales Support Analyst

Corporate Title:

Associate

Location:

Jacksonville, FL
Overview
The Client Service Center (CSC) team at Deutsche Bank is responsible for Account Opening all brokerage clients to our vendor platform. As part of the team, you will partner with sales, operations and control functions to submit account opening information that satisfy internal policies and external legal/regulatory frameworks. CSC team also acts as a support team for capital markets sales team based in NY. You will be assisting front office teams with all non-client-facing activities like account update, money movements etc. Lastly, this team also covers self-directed brokerage clients; you will be responsible for providing an excellent experience to these clients by assisting them with any issues and helping them manage their accounts.
What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promotemunity engagement
Competitivepensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
What You’ll Do Review client application for any new brokerage account and submit information and documents to control functions for review and approvals. You will be required to learn some internal (Appway) as well as external (NetX 360) application for this.
Coordinatemunications regarding missing document/information with sales and be responsible to make sure the account gets opened as efficiently as possible.
Facilitate money movement from all accounts including wires, transfers, ACATs and rollovers
Assist with non-trading activities like providing online access, updating cost basis, capital calls etc.
Review activity across all accounts covered directly by CSC team
Cover CSC phone line for any client calls and assist them with executing trades, asset movement etc.
Skills You’ll Need Finra Series 7 and 63 Registrations
Understanding of brokerage platform; account types, industry standard etc.
Understanding of financial instruments
Comfortable with Microsoft Office Suite especially Excel
Skills That Will You Excel
Excellentmunication skills, both written and spoken
Stayanized
Ability to multi-task
Critical thinking
Expectations
It is the Bank’s expectation that employees hired into this role will work in the Jacksonville, Florida office in accordance with the Bank’s hybrid working model.
Deutsche Bank provides reasonable amodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Jacksonville, Florida is $63,500 to $80,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentivepensation or any other type of remuneration.
Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees: careers.db/life
The California Consumer Privacy Act outlines howpanies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.DirectDB.
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We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinkingmercially, taking initiative and working collaboratively.
Together we and celebrate the successes of our people. Together we are Deutsche Bank Group.
We wee applications from all people and promote a positive, fair and inclusive work environment.
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