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Title

New Accounts Processor 

Division WIS  
Position New Accounts Processor  
Location Western International Securities  
Full-Time/Part-Time Full-Time  
Description

PRINCIPAL DUTIES AND RESPONSIBLITIES:

  • Opening new accounts on the Fidelity and Pershing platform.
  • Ensuring OSJ signature has been obtained on new account forms received.
  • Ensuring proper documentation is completed and received.
  • Account update and maintenance.
  • Research account issues.
  • Respond timely to account inquiries.
  • Run and review reports.
  • Provide customer service to representatives.
  • Promote and review quality standards are being met for the department.
  • Answer and respond to phone inquiries professionally.
  • Any other duties or tasks assigned by Management.
 
Position Requirements

EDUCATION, SKILLS AND EXPERIENCE:

  • Bachelor's degree or equivalent work experience is reccommened for this job.
  • Series 6 preferred but not required.
  • Strong oral and written communication skills.
  • Self-motivated.
 

This position is currently accepting applications.

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