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License Investment Operations Specialist
USAA | San Antonio, TX | 7/6/2014
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JOB DESCRIPTION

We are currently seeking talented License Investment Operations Specialist for our San Antonio, TX facility. 

PURPOSE OF JOB

The Licensed Investment Operations Specialist is responsible for providing member service and fulfillment via inbound and outbound phone calls to process external transfer of assets, account funding and other investment transactions in accordance with members' requests, internal policies, and regulatory requirements.

JOB DUTIES

  • Interviews members to initiate transfers and service member accounts via inbound or outbound phone calls. Responds to member inquiries and resolves issues or requests related to account funding.
  • Under minimal supervision, reviews, analyzes, and processes routine to complex investment product and services transactions with the highest level of service and quality.
  • Works closely with external third party supplier and/or internal partners to resolve issues and address inquiries as needed.
  • As required, processes routine journals, SIA conversions, ACH, and EFT transactions.
  • Ensures daily activities comply with applicable regulations and internal policies.


JOB REQUIREMENTS

  • High School Diploma or equivalent.
  • One year of experience in financial service, industry related customer contact experience, and/or relevant internal product proficiency.
  • FINRA Series 7.

Preferred

  • Bachelor's degree in Business, Finance, Accounting, or related field of study.
  • More than one year of investment industry experience.
  • Investment related licenses, designations, and/or degree.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Share our pride. Join our mission.

As a Fortune 200 financial services organization, USAA is on a mission - to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide by providing a full range of financial services and products. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 26,000 employees. They are the heart and soul of our member-service culture.

Recently Ranked #17 in Fortune's 100 Best Companies to Work For in 2014 and marking our fifth straight year in the list's Top 50, we are proud to receive consistently outstanding awards and ratings for member service, employee well-being and financial strength. Everything that happens at USAA is based on our core values: Service, Loyalty, Honesty, and Integrity. These are the foundations of how we do business with our members, as well as how we treat each other.

At USAA our employees enjoy one of the best benefits packages in the business, including business casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.

USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.

Relocation assistance is not available for this position.

Qualified applicants must successfully complete a pre-employment background and drug screen.

USAA is an EEO/AA Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law.

JOB SNAPSHOT

Employment Type: Full-Time
Base Pay: N/A
Other Pay: N/A
Industry: Insurance
Education: High School
Experience: At least 1 year(s)
Manages Others: Not Specified
Relocation: Not Specified
Required Travel: Not Specified
Job ID: 20029
COMPANY OVERVIEW
USAA

Share our pride. Join our mission.

As a Fortune 200 financial services company with more than $113.5 billion in owned and managed assets, USAA is on a mission — to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 22,000 employees. They are the heart and soul of our member-service culture.

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