Account Services Specialist

Job Summary

A company is looking for an Account Services Specialist I.

Key Responsibilities

• Accurately inputs customer data to set up new accounts and manages basic financial operations
• Executes retirement plan account transactions and oversees shareholder account updates
• Coordinates with broker-dealers or clients to gather missing account information and tracks transfer statuses

Required Qualifications

• 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
• In-depth understanding of retirement products and mutual funds