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As the Senior Brokerage Operations Specialist in India, you will be responsible for supporting a team of front office and back office agents. This role will impact OnePay’s mission by enhancing customer trust and satisfaction and maximizing operational efficiency. You will oversee a team of agents, ensuring customers receive timely and effective support while meeting OnePay’s service goals. Responsibilities include supervising and training agents and increasing customer satisfaction. You will also work closely with the Customer Service Operations and Compliance Teams to facilitate the resolution of escalated customer related issues and complaints. This role reports to the Brokerage Operations Lead.
Job Responsibility:
Team Leadership - Supervising, training and developing a team of service agents
Fostering a high-performance team atmosphere and ensuring adherence to company policies
Operational Oversight - Working with the Brokerage Operations Lead to manage day-to-day operational activities of the broker dealer, ensuring accuracy, compliance and efficiency in all processes
This includes daily monitoring of various operational reports and escalation of any issues that arise from those reviews
Compliance and Risk Management - Working with the Brokerage Operations Lead to identify and mitigate areas of operational risk
Problem Resolution - Addressing customer complaints, escalating issues and finding solutions to enhance customer satisfaction
Data Analysis and Reporting - Tracking KPIs and providing insights into the customer service experience
Process Improvement - Analyzing customer feedback, identifying areas for improvement and implementing changes to enhance the customer experience
Requirements:
7+ of financial service customer service/operations leadership experience
Strong understanding of the US equities market and brokerage-related functions
FINRA Series 7 and Series 24 licenses required
Strong communication skills
Strong analytical and problem-solving abilities
Ability to work effectively across multiple functional teams
An act-like-an-owner mentality
What we offer:
Competitive salary, stock options, and benefits from Day 1
Comprehensive health insurance coverage (health insurance, accident and disability insurance, term life insurance), including mental health support and wellness programs
Hybrid work model (Noida office three days a week), various time off programs (vacation, sick, other paid leaves, and paid regional holidays)
Monthly transport and work-from-home allowances
A high-growth, mission-driven, inclusive culture where your work has real impact