Discount Brokerage Operations Manager jobs in Indiana

Discount Brokerage Operations Manager oversees the daily operations of a discount brokerage. Ensures that brokerage operations adhere to the organization's financial and business strategies. Being a Discount Brokerage Operations Manager monitors the purchase and sale of securities for clients at discounted commissions. Ensures accuracy of transactions, oversees account maintenance, and acts as a liaison with the organization's full-service broker as needed. Additionally, Discount Brokerage Operations Manager ensures compliance with all relevant government regulations. Keeps abreast of market conditions. Requires NASD Series 7 license. Requires a bachelor's degree in a related area. Typically reports to a director. The Discount Brokerage Operations Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Discount Brokerage Operations Manager typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Brokerage Account Manager
  • Venture Connect
  • Indianapolis, IN FULL_TIME
  • Description

    POSITION SUMMARY

    The Account Manager is responsible for providing customer service by building and maintaining relationships with customers and responding to their needs and expectations. Account Managers are also responsible for soliciting potential business and new business from active customers.  

    ESSENTIAL JOB FUNCTIONS FOR THIS POSITION:

    1. Foster and build relationships and opportunities for stability and long term growth with customers by gaining an understanding of their expectations and specific preferences.
    2. Book freight aggressively, with a sense of urgency, and in a manner that keeps every driver moving daily and eliminates layovers for more efficient and profitable operations. 
    3. Plan ahead by working with the Operations group continuously throughout the day, booking as much freight as possible in advance.  
    4. Proactively identify potential service failures and work with Operations to remedy issues.  
    5. Communicate with customers regarding status updates as required by customers and provide solutions to problems that arise. 
    6. Solicit potential business and new business from active customers through weekly emails and phone calls. 
    7. Enter activity logs in SalesForce for all customer solicitations and sales.  
    8. Enter data into the TMW system accurately and completely.
    9. Understand and actively work with customer-issued scorecards to improve customer service and meet customer expectations.
    10. Regular and predictable attendance.

    OTHER SIGNIFICANTJOB FUNCTIONS INCLUDE:

    1. Update customer websites with shipment information.
    2. Mange carrier scorecards and determine if carrier is qualified to move freight.
    3. Obtain and set pickup and delivery appointments when applicable.
    4. Additional duties as assigned.
    5. Communicate any Customer changes or needs to the entire Operations and Sales teams; serve as the conduit internally for our Customers.
    6. Comply with company policies and procedures and all applicable laws and regulations.
    7. Additional duties as assigned.

    Requirements

    REQUIRED EDUCATION / EXPERIENCE

    • High School Diploma or equivalent.

    PREFERRED EDUCATION / EXPERIENCE

    • Bachelor’s Degree or relevant experience

    REQUIRED SKILLS (TECHNICAL, CLERICAL, LANGUAGE, ETC.)

    • Ability to work and communicate effectively with others promoting to promote a team environment. Support your coworkers.
    • Listen to problems first in order to gain a clear understanding and provide solutions to Customers. 
    • Thrive in a fast paced, high volume work environment.
    • Possess the ability to accept constructive criticism from both external and internal sources. Learn from mistakes in an effort to improve your professional skills.
    • Possess basic computer skills.

    PREFERRED SKILLS (TECHNICAL, CLERICAL, LANGUAGE, ETC.)

    • Knowledge of Microsoft Office programs such as Word and Excel is desirable.

    PHYSICAL DEMANDS

    • Sit at a desk and operate a computer and telephone for the majority of your shift.
    • Walk the operations floor as needed to communicate with others
    • Ability to stay focused in a busy, loud environment

    WORK ENVIRONMENT 

    • Fast paced and high volume

    OTHER INFORMATION

    • The essential job functions and major job functions are not intended to be an all-inclusive list of the job functions that an individual will be required or expected to perform.  
    • Position Descriptions may be changed or revised by the Company from time to time at its sole discretion.

    This Position Description is not intended to guarantee, and does not guarantee, ongoing employment or employment for a definite term, either in this position or with the Company. Absent an enforceable written contract to the contrary, and to the fullest extent allowed by federal, state and local law, an employee’s employment relationship with the Company is at-will.

  • 2 Months Ago

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Brokerage Account Manager
  • Venture Connect
  • Indianapolis, IN FULL_TIME
  • DescriptionPOSITION SUMMARYThe Account Manager is responsible for providing customer service by building and maintaining relationships with customers and responding to their needs and expectations. Ac...
  • 2 Months Ago

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Store Manager
  • Roses Discount Stores/Variety Wholesalers Inc.
  • Anderson, IN FULL_TIME
  • We Pay for Experience Roses Discount Stores is looking for a successful Store Manager that has experience in driving sales, providing world-class customer service, developing and leading an outstandin...
  • Just Posted

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Store Manager
  • Bridgestone Retail Operations, LLC
  • Westfield, IN FULL_TIME
  • Company OverviewBridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including F...
  • Just Posted

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Service Manager
  • Bridgestone Retail Operations, LLC
  • Greenwood, IN FULL_TIME
  • Company OverviewBridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including F...
  • 8 Days Ago

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FARM MANAGER – GAME – FM1499
  • Farm Manager SA
  • River, IN OTHER
  • Limpopo River Area – Limpopo: Our client is looking for a Farm Manager- Game to join the team. Only candidates with the relevant experience will be considered. MINIMUM REQUIREMENTS Agricultural Diplom...
  • 10 Days Ago

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Executive Operations Manager
  • netPolarity, Inc. (Saicon Consultants, Inc.)
  • Austin, TX
  • Job details are Shared below: Job Title: Executive Protection Manager Location: Austin, TX 73301– TRAVEL REQUIRED (Onsit...
  • 6/2/2024 12:00:00 AM

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Project Executive/Operations Management
  • Kimmel & Associates Inc.
  • Pittsburgh, PA
  • About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
  • 5/29/2024 12:00:00 AM

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Project Executive/Operations Management
  • Kimmel & Associates Inc.
  • Palestine, OH
  • About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
  • 5/29/2024 12:00:00 AM

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Project Executive/Operations Management
  • Kimmel & Associates Inc.
  • Cleveland, OH
  • About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
  • 5/29/2024 12:00:00 AM

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Project Executive/Operations Management
  • Kimmel & Associates Inc.
  • Buffalo, NY
  • About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
  • 5/29/2024 12:00:00 AM

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Project Executive/Operations Management
  • Kimmel & Associates Inc.
  • Erie, PA
  • About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
  • 5/29/2024 12:00:00 AM

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Project Executive/Operations Management
  • Kimmel & Associates Inc.
  • Akron, OH
  • About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
  • 5/29/2024 12:00:00 AM

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General Manager/Operations Manager Needed!
  • Signs & Services Company, Inc.
  • Orange, CA
  • Job Description Job Description We are seeking a General Manager/Operations Manager to become an integral part of our te...
  • 5/29/2024 12:00:00 AM

Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west. Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Discount Brokerage Operations Manager jobs
$69,480 to $140,235

Discount Brokerage Operations Manager in Stockton, CA
Position requirements usually include a minimum of a bachelor’s degree and 5 years of experience in the financial industry or similar business operations experience.
January 29, 2020
Discount Brokerage Operations Manager in Rock Island, IL
A discount brokerage operations manager is responsible for discount brokerage firms’ operations – companies that accept discounted fees.
February 02, 2020
Discount Brokerage Operations Manager in Saginaw, MI
Bureau of Labor Statistics, a Brokerage Operations Manager is responsible for the financial health of an organization.
December 17, 2019