Job Summary

A company is looking for a Senior Account Services Specialist.

Key Responsibilities:

• Establish alternative investment new accounts and process transactions
• Establish and maintain mutual fund accounts, process transactions, and reconcile check deposits
• 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