Senior Account Services Specialist

Job is Expired

Location: Nationwide

Compensation: Hourly

Reviewed: Fri, Sep 22, 2023

Job Category: Account Management

Employer Type: Employer

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 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

COMPLETE JOB DESCRIPTION

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Job is Expired

Company Overview

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