The opportunity
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
Review and process new account applications and account maintenance requests,: ensuring all requests are processed efficiently and accurately.
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.
