Account Maintenance Associate

Overview

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.

What you'll do

• Keep records of interactions and file account-related documents.
• Provide accurate, valid, and complete information to advisors and clients inquires by phone and other electronic means while following communication guidelines and compliance policies and procedures.
• Collaborate with internal partners and clearing firm teams to handle complex account opening and maintenance requests.
• Complete other projects as assigned by management.
• What you bring Outstanding attention to detail and accurate data entry skills.
• Ability to think critically and apply base knowledge of account-related processes to more complex account opening and maintenance requests.
• Exceptional verbal and written communications skills that reflect a high level of integrity.
• The ability to form relationships based on the needs of our advisors and their clients.

Requirements

• Practical experience with Go, Rust, AWS, Spark.
• Experience level: 2+ yrs.
• Strong written and verbal communication in English.
• Comfortable working on-site in Clearwater, FL.

Skills