Alight Solutions Is Looking For A Financial Services Brokerage Specialist
As part of an industry-leading team, you will help drive results for our clients by delivering innovative and effective solutions as part of our Advisory Services business group within Alight Solutions in Charlotte, NC. . As a Financial Services Brokerage Specialist, you will report directly to the Program Manager.
Your Impact As A Financial Services Brokerage Specialist
Personal Finance Center & Brokerage Specialist
The Personal Finance Center & Brokerage Specialist reports to the PFC/Brokerage Program Manager in Charlotte, NC. Primary responsibilities will include defined contribution plan customer service support, trading, ongoing project management for PFC/Brokerage services, and will develop new customers as well as retain existing customers.
For the Personal Finance Center:
The specialist must have an understanding or quickly demonstrate the ability to obtain the understanding of the types of services/accounts available to plan participants through the Brokerage/PFC and specific company defined contribution plans. The specialist must also have the ability to listen, diagnose customer needs, and effectively communicate with both internal and external customers.
He or she will be responsible for identifying and categorizing contacts necessary to consult on qualified plan requirements, IRAs, College Savings Plans, and Immediate Fixed Annuities and/or Advisor Relationships. The Specialist will be required to make initial contacts to prospective customers who have expressed interest in one or more of the above named areas. They will also be responsible for inputting and maintaining record of these calls in the customer database.
In addition, the Personal Finance Specialist may be responsible for promoting the PFC by ongoing interaction with the client teams educating them on the PFC opportunities to relay to their employees. A Specialist will also be required to manage various projects necessary to further develop or market the PFC programs.
The Specialist must have familiarity with or demonstrate an ability to build a knowledge base in the following areas:
For the Financial Services Brokerage:
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 –
The representative must have familiarity with or demonstrate ability to build a knowledge base in the following areas also supported by Alight Solutions Financial Services and the Personal Finance Center (PFC):
PFC & Brokerage required skills and experience –
The Specialist will be responsible for the following activities:
Specialists will be required to manage assigned projects, such as Seminar Presentations and PFC Client Team communication.
You Bring Knowledge and Expertise
Undergraduate degree and average of 5 years financial industry experience.
We offer you
A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
Our Colleague Experience
At Alight Solutions, we are reimaging how people and organizations thrive. To deliver on this purpose, we do things differently. From company leaders to our newest colleagues, we all play a role in bringing our values to life. Every colleague shapes how Alight can become better, stronger and brighter – together. With technology as our catalyst and humanity at our core, we advance each day toward a better future in work and life.
About Alight Solutions
As the leading provider of benefits administration and cloud-based HR and financial solutions, we enhance work and life through our service, technology and data. Our 22,000 colleagues across 14 global centers deliver an unrivaled consumer experience for our clients and their people. We are Alight. Reimagining how people and organizations thrive.
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.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but limited to subsidiaries, partners, or purchasers of Alight business units.