Base: $42,000 - $56,000; bonus/equity: not specifi...
Remote
Reviewing client documentation
Entering new account information
Account maintenance for existing accounts
As an Account Services Specialist on the Client Operations – Account Services Team, you’ll play a pivotal role by reviewing and ensuring clients have the proper documentation and forms on file to open investment accounts
Job Summary
As an Account Services Specialist on the Client Operations – Account Services Team, you’ll play a pivotal role by reviewing and ensuring clients have the proper documentation and forms on file to open investment accounts.
Monitor and manage incoming fax communications, ensuring timely distribution to the appropriate individuals or team members.
Respond to inquiries and provide support via the department hotline, offering clear and timely feedback.
Matching Summary
As an Account Services Specialist on the Client Operations – Account Services Team, you’ll play a pivotal role by reviewing and ensuring clients have the proper documentation and forms on file to open investment accounts.