New Account Specialist IV
Kforce has a client that is seeking a New Account Specialist IV in Houston, TX. Summary: The Account Specialist works with Qbranch and department colleagues on all aspects of the client on-boarding process. The candidate collaborates with Portfolio Management teams to process requests for new or existing accounts or best way to transfer assets into the firm. They will resolve inquiries and escalates as appropriate. Duties Include:
- Assist clients, partner Financial Advisors, Senior Investment Consultant and Portfolio Manager Teams with client onboarding and new account inquiries
- Prepare paperwork of all new accounts coming in through various legacy platforms (Rochdale and CNAM) as well as for the mid-net-worth platform, Symphonic Financial Advisors
- Open new accounts and process daily Outstanding Actions Report
- Maintain database that houses all clients, Financial Advisor, and partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes
- Collect information from third parties and transcribe to company systems and enter manually into system records, collect signatures and then open accounts
- Data entry from pdfs into spreadsheets and salesforce
- Minimum 2 years of experience in the investment management industry
- Minimum 2 years of experience in using Microsoft Office applications
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