Mid Level Broker Dealer Jobs
Mid level broker dealer jobs go to professionals ready to own client portfolios, lead compliance workflows, and execute trades with minimal supervision across equities, fixed income, and derivatives markets. Roles skew 33% remote or hybrid, concentrated in Banking & Financial Services, Fintech, and Investment & Asset Management, with JPMorganChase, Canon, and Almco hiring at this level now.
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Showing 5 of 7+ Mid Level Broker Dealer jobs
Date: Nov 9, 2026
Location: Charlotte, NC, US, 28277
Company: Dentsply Sirona, Inc
Requistion ID: 84580
Dentsply Sirona is the world’s largest manufacturer of professional dental products and technologies, with over a century of innovation and service to the dental industry and patients worldwide. Dentsply Sirona develops, manufactures, and markets a comprehensive solutions offering including dental and oral health products as well as other consumable medical devices under a strong portfolio of world class brands.
Dentsply Sirona’s products provide innovative, high-quality, and effective solutions to advance patient care and deliver better and safer dental care. Dentsply Sirona’s headquarter is located in Charlotte, North Carolina. The company’s shares are listed in the United States on NASDAQ under the symbol XRAY. Visit www.dentsplysirona.com for more information about Dentsply Sirona and its products.
We are looking for an experienced and talented Customer Service Specialist – Dealer Support to join our team. The Customer Service Specialist – Dealer Support provides dedicated support to dealer and distributor partners, ensuring accurate and timely handling of orders, inquiries, account-related requests, and issue resolution. This role serves as a knowledgeable point of contact for complex dealer needs and works closely with internal teams to deliver consistent and positive customer experience.
Responsibilities for Employment
- Provide end-to-end support for dealer and distributor inquiries, including order placement, order status, availability, pricing, shipping, returns, credits, and account-related requests.
- Manage more complex customer situations requiring additional research, coordination, or follow-through.
- Review order information for accuracy and proactively identify potential issues or delays.
- Partner with Sales, Supply Chain, Finance, Logistics, and other internal teams to resolve dealer issues efficiently.
- Take ownership of customer inquiries through resolution, minimizing unnecessary transfers and improving the overall customer experience.
- Serve as a knowledgeable resource on Customer Service processes, policies, systems, and dealer-specific requirements.
- Provide guidance and support to other Customer Service team members on dealer-related processes and complex transactions.
- Identify recurring issues, process gaps, and opportunities to improve service, efficiency, and first-contact resolution.
- Maintain accurate documentation of customer interactions, transactions, issues, and resolutions in applicable systems.
- Support process improvements, system changes, training initiatives, and other Customer Service transformation activities.
- Escalate business-critical customer or order issues appropriately while maintaining ownership and communication through resolution.
- Additional responsibilities as assigned
Qualifications
Education: High school diploma or GED or equivalent combination of education and experience. Bachelor’s degree preferred.
Years and Type of Experience:
- A minimum of 3 years of experience in Customer Service call center support preferred.
- Cross Functional team/Project Management experience.
- Experience in resolving conflicts
- SAP-S4 experience preferred
- Salesforce experience preferred
Key Skills, Knowledge & Capabilities:
- Customer focused and ownership.
- Must have proven strong interpersonal communication skills, both on and off the phone to be able to interface with internal and external customers.
- Strong analytical/problem solving skills.
- Strong organizational and multi-tasking skills.
- Effective decision making and negotiation skills.
- Strategic planning and excellent attention to detail.
- Advanced knowledge of order-to-cash and Customer Service processes.
- Strong customer orientation skills and relationship building.
- Bring an outstanding attitude toward customer service, with the ability and determination to navigate complex operations, advocate for the customer, and transform difficult or negative experiences into positive, memorable customer experiences.
- Ability to handle multiple tasks simultaneously.
- Ability to meet the challenge of a fast-paced and demanding environment.
- Organizational skills.
- Ability to use headset for phone.
- Must be self-motivated and able to work independently, exercising sound judgement and in a team environment.
- Commitment to be at work on a timely and consistent basis.
Required Computer Skills:
- Intermediate Microsoft Office Skills: Word, Excel, and PowerPoint
- Contact Management Systems
- Order Processing Systems.
- Internet and Email applications.
Required Mathematical Skills:
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Ability to calculate and apply figures and amounts such as discounts, interest, commissions, and percentages.
- Strong business acumen.
Required Communication Skills:
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
- Strong interpersonal communication skills.
- Ability to write routine reports and correspondence.
- Ability to respond effectively to common inquiries or complaints from customers.
- Ability to respond effectively to the most sensitive inquiries or complaints.
Required Reasoning Ability Skills:
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram forms.
- Ability to define problems, collect data, establish facts and draw valid conclusions.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Key Leadership Behaviors
- Actively articulates and promotes Dentsply Sirona’s vision, mission and values.
- Advocates on behalf of the customer.
- Promotes high performance, innovation and continual improvement.
- Consistently meets Company standards, ethics and compliance requirements.
- Clear and effective communication with stake holders, which span across multiple levels, socio-geographic areas and functional expertise.
Physical Requirements
While performing the duties of this job, the employee is frequently required to sit, speak, listen and type, while infrequently standing, walking, bending, stooping, kneeling or crouching. May need to lift up to 10 pounds.
Travel is infrequent – less than 5%
Environmental Requirements
Work primarily performed in an office environment. The noise level is usually quiet in a controlled temperature environment.
Equal Opportunity Employer: Dentsply Sirona is an Equal Opportunity Employer. All qualified applicants will be considered without unlawful discrimination or regard for race, color, religion, sex, sexual orientation, sexual or gender identity, national or ethnic origin, age, marital status, disability, genetic factors, military and veteran status, or any other characteristics protected by applicable local law.
Eligibility: All successful applicants must be eligible to work in the country the position is based.
Assistance: If you need assistance with completing the online application due to a disability, please send an accommodation request to accommodationrequest@dentsplysirona.com.
Agencies: Please note that Dentsply Sirona does not accept or respond to unsolicited requests or applications submitted by Recruitment Agencies/ Search Firms.
Notice on Fraudulent Job Offers: Unfortunately, we are aware of third parties that pretend to represent our company offering unauthorized employment opportunities. If you think a fraudulent source is offering you a job, please have a look at the following information: careers.dentsplysirona.com.
For California Residents: We may collect the following categories of personal information in connection with the submission of your resume or application materials to us for employment, and if hired, your employment with us: identifiers (e.g., name, address, email address, birthdate); personal records (e.g., telephone number, signature, education information, criminal background information, passport number and visa information); consumer characteristics (e.g., sex, marital status, veteran status, race, disability, sexual orientation); professional or employment information (e.g., resume, cover letter, employment history, background check forms, references, certifications, transcripts and languages spoken); and inferences from personal information collected (e.g., a profile reflecting abilities and aptitudes). The above categories of personal information are collected for the following business purposes: performing recruitment and hiring services; processing interactions and transactions (e.g., to comply with federal and state laws requiring us to maintain certain records, managing the workforce); and security (e.g., detecting security incidents, protecting against fraudulent or illegal activity). For additional details and questions, contact us at careers@dentsplysirona.com.
Date: Nov 9, 2026
Location: Charlotte, NC, US, 28277
Company: Dentsply Sirona, Inc
Requistion ID: 84580
Dentsply Sirona is the world’s largest manufacturer of professional dental products and technologies, with over a century of innovation and service to the dental industry and patients worldwide. Dentsply Sirona develops, manufactures, and markets a comprehensive solutions offering including dental and oral health products as well as other consumable medical devices under a strong portfolio of world class brands.
Dentsply Sirona’s products provide innovative, high-quality, and effective solutions to advance patient care and deliver better and safer dental care. Dentsply Sirona’s headquarter is located in Charlotte, North Carolina. The company’s shares are listed in the United States on NASDAQ under the symbol XRAY. Visit www.dentsplysirona.com for more information about Dentsply Sirona and its products.
We are looking for an experienced and talented Customer Service Specialist – Dealer Support to join our team. The Customer Service Specialist – Dealer Support provides dedicated support to dealer and distributor partners, ensuring accurate and timely handling of orders, inquiries, account-related requests, and issue resolution. This role serves as a knowledgeable point of contact for complex dealer needs and works closely with internal teams to deliver consistent and positive customer experience.
Responsibilities for Employment
- Provide end-to-end support for dealer and distributor inquiries, including order placement, order status, availability, pricing, shipping, returns, credits, and account-related requests.
- Manage more complex customer situations requiring additional research, coordination, or follow-through.
- Review order information for accuracy and proactively identify potential issues or delays.
- Partner with Sales, Supply Chain, Finance, Logistics, and other internal teams to resolve dealer issues efficiently.
- Take ownership of customer inquiries through resolution, minimizing unnecessary transfers and improving the overall customer experience.
- Serve as a knowledgeable resource on Customer Service processes, policies, systems, and dealer-specific requirements.
- Provide guidance and support to other Customer Service team members on dealer-related processes and complex transactions.
- Identify recurring issues, process gaps, and opportunities to improve service, efficiency, and first-contact resolution.
- Maintain accurate documentation of customer interactions, transactions, issues, and resolutions in applicable systems.
- Support process improvements, system changes, training initiatives, and other Customer Service transformation activities.
- Escalate business-critical customer or order issues appropriately while maintaining ownership and communication through resolution.
- Additional responsibilities as assigned
Qualifications
Education: High school diploma or GED or equivalent combination of education and experience. Bachelor’s degree preferred.
Years and Type of Experience:
- A minimum of 3 years of experience in Customer Service call center support preferred.
- Cross Functional team/Project Management experience.
- Experience in resolving conflicts
- SAP-S4 experience preferred
- Salesforce experience preferred
Key Skills, Knowledge & Capabilities:
- Customer focused and ownership.
- Must have proven strong interpersonal communication skills, both on and off the phone to be able to interface with internal and external customers.
- Strong analytical/problem solving skills.
- Strong organizational and multi-tasking skills.
- Effective decision making and negotiation skills.
- Strategic planning and excellent attention to detail.
- Advanced knowledge of order-to-cash and Customer Service processes.
- Strong customer orientation skills and relationship building.
- Bring an outstanding attitude toward customer service, with the ability and determination to navigate complex operations, advocate for the customer, and transform difficult or negative experiences into positive, memorable customer experiences.
- Ability to handle multiple tasks simultaneously.
- Ability to meet the challenge of a fast-paced and demanding environment.
- Organizational skills.
- Ability to use headset for phone.
- Must be self-motivated and able to work independently, exercising sound judgement and in a team environment.
- Commitment to be at work on a timely and consistent basis.
Required Computer Skills:
- Intermediate Microsoft Office Skills: Word, Excel, and PowerPoint
- Contact Management Systems
- Order Processing Systems.
- Internet and Email applications.
Required Mathematical Skills:
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Ability to calculate and apply figures and amounts such as discounts, interest, commissions, and percentages.
- Strong business acumen.
Required Communication Skills:
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
- Strong interpersonal communication skills.
- Ability to write routine reports and correspondence.
- Ability to respond effectively to common inquiries or complaints from customers.
- Ability to respond effectively to the most sensitive inquiries or complaints.
Required Reasoning Ability Skills:
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram forms.
- Ability to define problems, collect data, establish facts and draw valid conclusions.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Key Leadership Behaviors
- Actively articulates and promotes Dentsply Sirona’s vision, mission and values.
- Advocates on behalf of the customer.
- Promotes high performance, innovation and continual improvement.
- Consistently meets Company standards, ethics and compliance requirements.
- Clear and effective communication with stake holders, which span across multiple levels, socio-geographic areas and functional expertise.
Physical Requirements
While performing the duties of this job, the employee is frequently required to sit, speak, listen and type, while infrequently standing, walking, bending, stooping, kneeling or crouching. May need to lift up to 10 pounds.
Travel is infrequent – less than 5%
Environmental Requirements
Work primarily performed in an office environment. The noise level is usually quiet in a controlled temperature environment.
Equal Opportunity Employer: Dentsply Sirona is an Equal Opportunity Employer. All qualified applicants will be considered without unlawful discrimination or regard for race, color, religion, sex, sexual orientation, sexual or gender identity, national or ethnic origin, age, marital status, disability, genetic factors, military and veteran status, or any other characteristics protected by applicable local law.
Eligibility: All successful applicants must be eligible to work in the country the position is based.
Assistance: If you need assistance with completing the online application due to a disability, please send an accommodation request to accommodationrequest@dentsplysirona.com.
Agencies: Please note that Dentsply Sirona does not accept or respond to unsolicited requests or applications submitted by Recruitment Agencies/ Search Firms.
Notice on Fraudulent Job Offers: Unfortunately, we are aware of third parties that pretend to represent our company offering unauthorized employment opportunities. If you think a fraudulent source is offering you a job, please have a look at the following information: careers.dentsplysirona.com.
For California Residents: We may collect the following categories of personal information in connection with the submission of your resume or application materials to us for employment, and if hired, your employment with us: identifiers (e.g., name, address, email address, birthdate); personal records (e.g., telephone number, signature, education information, criminal background information, passport number and visa information); consumer characteristics (e.g., sex, marital status, veteran status, race, disability, sexual orientation); professional or employment information (e.g., resume, cover letter, employment history, background check forms, references, certifications, transcripts and languages spoken); and inferences from personal information collected (e.g., a profile reflecting abilities and aptitudes). The above categories of personal information are collected for the following business purposes: performing recruitment and hiring services; processing interactions and transactions (e.g., to comply with federal and state laws requiring us to maintain certain records, managing the workforce); and security (e.g., detecting security incidents, protecting against fraudulent or illegal activity). For additional details and questions, contact us at careers@dentsplysirona.com.
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Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
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Mid Level Broker Dealer Jobs: Frequently Asked Questions
How do I get a mid level broker dealer job?
Position yourself around ownership and depth rather than task completion. Highlight specific accounts you managed independently, compliance processes you led, or revenue you contributed to directly. Tailor your resume to show progression, not just duration. Mid level hiring managers want to see that you made decisions, not just executed them, so lead with outcomes and scope rather than job duties.
Which companies hire mid level broker dealers?
Companies hiring mid level broker dealers right now include JPMorganChase, Canon, and Almco, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers regional broker-dealers, national wirehouse firms, and institutional trading desks that need experienced professionals who can work with reduced oversight.
Are there remote mid level broker dealer jobs?
Yes, though many roles remain on-site due to regulatory and compliance requirements. About 33% of mid level broker dealer openings are remote or hybrid as of November 2026, with hybrid arrangements more common than fully remote positions. Firms in institutional sales and fintech tend to offer the most flexibility at this experience level.
How do I move up to a mid level broker dealer role?
Moving from entry level to mid level means building a record of independent contribution over time. Focus on deepening expertise in a specific product area, such as equities, fixed income, or options, and take on progressively larger accounts or more complex transactions. Earning licenses beyond the Series 7, such as the Series 63 or Series 65, and demonstrating measurable impact through retention or revenue metrics accelerates the transition.
Which industries hire the most mid level broker dealers?
Mid Level broker dealer roles concentrate in Banking & Financial Services, Fintech, and Investment & Asset Management, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they require experienced professionals who can manage regulatory complexity, maintain client relationships, and execute high-value transactions with confidence.