BDMF Operations Coord in Windsor, CT at Voya

Date Posted: 2/28/2018

Job Snapshot

  • Employee Type:
  • Location:
    1 Orange Way
    Windsor, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

As part of the application process, a candidate account is required to log in and view application(s).  Please be sure to check email regularly for information regarding our employment process.

We are seeking a Broker Dealer Operations Coordinator to join our Windsor, CT or Des Moines, IA location.


-Associate responsible for establishing and servicing the following in a broker/dealer environment:

  •     New Account
  •     Deposits and retirement account contributions
  •     Distributions and withdrawals
  •     Online Services requests
  •     Transfers and movement of assets
  •     General Account Maintenance

-Able to work in a face-paced financial services environment
-Provide customer service and resolves inquiries for advisors, clients and internal business partners
-Provide operational support for projects and product development/maintenance
-Cross train on other areas such as new accounts, money desk, transfers, maintenance, etc. to assist areas during time of need
-Other duties as assigned


  • Series 7 License preferred
  • NetX, Pershing and/or general broker/dealer knowledge beneficial 
  •  Proficient in Microsoft Excel
  • High attention to detail with high accuracy in processing required
  • Able to work in a fast paced environment
  • Excellent customer service attitude and skills required
  • Two years plus related experience
  • Strong communication and organizational skills

Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture: 

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals. 
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. 
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills.