Integrity Marketing
Urbandale, Iowa
Operations Coordinator
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Apply to Operations Coordinator at Integrity MarketingJob details
- Location
- Urbandale, Iowa
- Work type
- Onsite
- Posted
- 2 weeks ago
- Apply on
- integritymarketing.wd1.myworkdayjobs.com
About this role
Process new account applications, enter client records, provide customer service to financial advisors, and support regulatory obligations. High school diploma/GED and at least 1 year working with a broker-dealer, RIA, or insurance preferred; FINRA Series 6/7 preferred; must become non-registered fingerprint person.
What you'll do at Integrity Marketing:
- processing applications
- communicating advisors
- entering records
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