Account Services Specialist I

This is a fully remote position, open to applicants in Colorado, +3 more states.

📋 Description

• Precisely enters customer information from applications to establish new accounts.

• Oversees fundamental financial operations such as redemptions, purchases, exchanges, TIKs, and account rebalancing.

• Processes retirement plan account transactions in accordance with IRS regulations.

• Initiates incoming transfers by sending required documentation to the custodian.

• Monitors transfer progress and ensures follow-up until the process is complete.

• Manages updates to shareholder accounts and addresses returned mail issues.

• Collaborates with broker-dealers or clients to obtain missing account information and clarify any necessary details.

• Links accounts for rights of accumulation or plan accounts and handles letters of intent processing.

• Accurately prepares and reconciles check deposits.

⛳️ Requirements

• Bachelor's degree in business administration or a related discipline.

• 1-3 years of experience in client services or a related area.

• Experience within the financial services sector.

• Series 6 license is a plus.

• Comparable education and experience will be taken into account.

🏝️ Benefits

• Comprehensive health benefits.

• Retirement plan options.

• Opportunities for professional development and growth.