PRIMARY RESPONSIBILITIES

–      Partner with Regional Reps, Client Service Teams and other internal teams on new relationships.

–      Become a contact for new accounts working to with middle offices and advisors to ensure a smooth account onboarding. This includes communicating to them to      answer onboarding questions, verifying account details and uploading inception securities and cash.

–      Assist with establish new accounts in proprietary systems; coordinating with Client Service and Sales Team to ensure proper setup, as needed.

–      Verify and coordinate all new accounts with the Activity Management Team and Portfolio Managers to meet daily deadlines and ensure the accounts trade.

–      Complete the account process that have been built by Onboarding Associates by working externally with advisors and channel teams. 

–      Certify all account documentation is received and properly submitted for archiving

JOB QUALIFICATIONS

SKILL SET

Required Experience: 1+ years

PRIMARY SKILLS

–      Bachelor’s Degree (4-year degree), preferably in related discipline such as economics, finance, or marketing; work experience in lieu of degree will be considered

–      A minimum of 1-2 years proven experience working with financial services advisors / money managers.

–      Knowledgeable experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs),   institutional investors, tax-efficient products, and/or indexes a plus.

–      Strong relationship-building skills and ability to thrive in team environment crucial.

–      Excellent communication skills - both internally/externally in written/oral/auditory essential.

–      Proficient with MS Office and the ability to learn additional internal/ external software programs.

–      Resourcefulness, problem solving, and organization (ability to prioritize effectively) a must for success.

–      Ability to work in fast-paced environment with several hourly deadlines while maintaining a high level of attention to detail.