Senior Account Services Specialist

Job is Expired

Location: Remote

Compensation: Hourly

Staff Reviewed: Wed, Feb 07, 2024

Job Category: Account Management

Career Level: Experienced, Senior Level

Education Level: Bachelors

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

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Job is Expired

Company Overview

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