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Insight Global

Money Movement Specialist

Career Insights for Brokerage Clerk

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Based on Arizona data

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What they do

A Brokerage Clerk works on behalf of clients at a stock exchange. Delivers orders to securities brokers, checks final orders and keeps a record of transactions; delivers securities, distributes dividends and provides tax calculations for clients.

$82,210 / year median in Arizona

+0% projected growth

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Job Description

Job Description Our client is hiring Money Movement Specialists to support a growing operations team following a recent acquisition that will increase transaction volume by over 40%. This role is focused on high-volume transaction processing and ensuring accurate movement of client assets. The acquisition closes immediately, with a technology integration occurring in October, making these hires critical to the team's success. The position is based in Phoenix, AZ (hybrid). Responsibilities
  • Process ACHs, wires, checks, journals, and position journals
  • Utilize Schwab and/or Fidelity platforms to complete transactions accurately and efficiently
  • Manage high-volume, repetitive workflows while maintaining attention to detail
  • Research and resolve transaction discrepancies
  • Communicate proactively when information is unclear or additional review is needed
  • Support account transitions and increased operational volume resulting from acquisitions We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.
We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

To learn more about how we collect, keep, and process your private information, please review
Insight Global's Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements
  • Experience in wealth management, brokerage operations, banking operations, or money movement processing
  • Experience with Schwab and/or Fidelity
  • Strong attention to detail and critical thinking skills
  • Ability to multitask and navigate multiple systems efficiently
  • Comfortable working within a remote team environment -