Job Details

Compensation

Up to $52.00 per hour

Responsibilities

• Coordinate with branch and department teams to facilitate all elements of the client onboarding process.
• Work alongside Portfolio Management teams to handle requests for setting up new accounts or transferring assets into the organization.
• Address inquiries and escalate issues as needed.

• Support clients, partner Financial Advisors, Senior Investment Consultants, and Portfolio Manager Teams with onboarding and inquiries related to new accounts.
• Prepare documentation for new accounts across various legacy platforms such as Rochdale and CNAM, as well as the mid-net-worth platform, Symphonic Financial Advisors.
• Set up new accounts and manage the daily Outstanding Actions Report.
• Maintain a database containing all client, Financial Advisor, and partner firm contact information, including processing changes related to partner's broker dealer and/or RIA.
• Gather information from third-party sources, transcribe it into client systems, enter data manually into system records, collect signatures, and input data from PDFs into spreadsheets and Salesforce.

• Strong computer skills with proven proficiency in Microsoft Excel, Word, and PowerPoint.
• Excellent verbal and written communication abilities.