Related skills
crm salesforce microsoft office docusign mutual funds📋 Description
- Process client account requests and ensure compliance with procedures and regulatory standards.
- Support the Direct Business Team Lead and maintain queue efficiency and SLAs.
- Handle paperwork for new accounts, transfers, distributions, and maintenance items.
- Review documents for quality and ensure accuracy and regulatory adherence.
- Collaborate across teams in a fast-paced, service-oriented environment.
🎯 Requirements
- 2+ years of experience in financial services operations preferred.
- Series 6 license preferred.
- Strong understanding of mutual funds, variable annuities, and 529 plans.
- Exceptional attention to detail and strong organizational skills.
- Proven ability to manage multiple priorities and meet deadlines.
- Excellent communication and interpersonal skills; proficient with CRM tools.
🎁 Benefits
- Medical and dental insurance options.
- Vision insurance with VSP.
- Flexible spending accounts and healthcare savings accounts.
- Generous 401K contributions.
- Flexible working arrangements.
- Future growth opportunities within the company.
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