Sr. Operations Specialist - New Accounts
Penn Mutual(18 days ago)
About this role
Penn Mutual is seeking an experienced Senior New Accounts Specialist to process new account and maintenance requests, support operations, and ensure high-quality service to financial professionals. The role involves collaboration, process improvements, and compliance within the financial services industry. The position offers a hybrid work environment and requires industry-specific knowledge and skills.
Required Skills
- Pershing NetX
- Customer Service
- Financial Industry
- Communication
- Process Improvement
- Account Management
- Regulatory Compliance
- Team Collaboration
- Troubleshooting
- Financial Professional Support
Qualifications
- Bachelor's Degree
- FINRA SIE
- Series 99
About Penn Mutual
pennmutual.comIt’s a beautiful thing, getting stronger — knowing you’ve protected the people you care about most.
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