Account Services Specialist I

Job Description

REQUIREMENTS

• Bachelor’s degree in business administration or a related field.
• 1-3 years of experience in client services or a related field.
• Background in the financial services industry.
• Series 6 license is an asset.
• Equivalent education and experience will be considered.
• In-depth understanding of retirement products, including IRA’s, and other plans.
• Knowledge of mutual funds and alternative investment offerings.
• Microsoft Office Suite.
• Adobe Acrobat.

RESPONSIBILITIES

• Accurately inputs customer data from applications to set up new accounts.
• Manages basic financial operations including redemptions, purchases, exchanges, TIK’s, and account rebalancing.
• Executes retirement plan account transactions in line with IRS standards.
• Begins incoming transfers by dispatching required documents to the custodian.
• Tracks transfer statuses and ensures follow-up until completion.
• Oversees shareholder account updates and manages returned mail.
• Coordinates with broker-dealers or clients to gather missing account information and seek necessary clarifications.
• Connects accounts for rights of accumulation or plans accounts and processes letters of intent.
• Accurately prepares and reconciles check deposits.

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