Senior Account Services Specialist

Location: Remote
Compensation: Hourly
Staff Reviewed: Wed, Feb 07, 2024
This job expires in: 14 days

Job Summary

A company is looking for a Senior Account Services Specialist.

Key Responsibilities:
  • Establish alternative investment accounts and process transactions
  • Manage mutual fund accounts, process transactions, and maintain accurate records
  • Review new account paperwork for compliance and monitor account activity for fraudulent red flags

Required Qualifications:
  • Bachelor's degree in business administration or related field
  • 4-8 years of experience in client services or related field
  • Experience within the financial services industry
  • Series 6 license
  • Knowledge of operational standards, SEC, IRS, and prospectus guidelines

COMPLETE JOB DESCRIPTION

The job description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...

BECOME A PREMIUM MEMBER TO
UNLOCK FULL JOB DETAILS & APPLY

  • ACCESS TO FULL JOB DETAILS AND APPLICATION INFORMATION
  • HUMAN-SCREENED REMOTE JOBS AND EMPLOYERS
  • COURSES, GROUP CAREER COACHING AND RESOURCE DOWNLOADS
  • DISCOUNTED CAREER SERVICES, RESUME WRITING, 1:1 COACHING AND MORE
  • EXCELLENT CUSTOMER SUPPORT FOR YOUR JOB SEARCH