Registered Associate, Brokerage Service Group
Core
Answers inbound calls and executes client account servicing activities including wires, fund transfers, cash movement, gift processing, and account opening/closing for the Brokerage Service Group.
Role type
Associate, client account servicing
Builds
Client account transactions and onboarding
Domain
Wealth management / Brokerage services
Deliverable
client delivery
Required skills
Verbal and written communication, Security/investment industry knowledge, Analytical and problem solving, Technical skills / systems knowledge (Microsoft Office 365)
Preferred skills
None stated
Technologies
Microsoft Office 365
Responsibilities
Answer inbound calls, Execute client account servicing activities (wires, transfers, cash movement, gift processing, account opening/closing), Research client issues, Communicate with operations teams, Adhere to compliance policies, Identify process improvements, Assist with new partner onboarding
Seniority
Entry-level / Associate