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Title

Managed Accounts Service Representative  

Division Cadaret Grant & Co. Inc.  
Position Account Service Representative  
Location Syracuse, NY  
Full-Time/Part-Time Full-Time  
Description

Cadaret Grant is looking for a Managed Accounts Service Representative to join our growing enterprise! At Cadaret Grant, we offer our employees the opportunity to grow personally and professionally, to contribute to the success of a dynamic organization, and to serve others in a manner that exceeds their expectations.

This position is responsible for performing day-to-day functions that are handled in Black Diamond and Envestnet/Contour. This includes data entry and verification, scanning, answering phones, entering starts and closed accounts in Black Diamond. Also training and creation of advisors and clients on Black Diamond and Envestnet/Contour technology platforms.

Principal Duties and Responsibilities:

  • Reviewing daily starts spreadsheet and starting accounts on Black Diamond.
  • Reviewing closed accounts spreadsheet and closing accounts from Black Diamond reconciliation.
  • Maintain change management of accounts on the platform (account name changes, advisor name changes, closed accounts, journaled accounts, etc.).
  • Maintain client fee changes in Black Diamond.
  • Maintain asset tags (supervised, unsupervised, discretion, tradable, etc.
  • Validating Black Diamond data for accuracy, including but not limited to the tax status, portfolio names, registration, advisor tags, branch levels, fee schedules, reporting templates.
  • Perform all procedures surrounding the new account fee billing process.
  • Calculate and process management fee refunds on TIMS accts
  • Assisting in quarterly report verification process.
  • Ensure proper posting and generation of TIMS quarterly reports.
  • Creation of Black Diamond users including advisors, assistants and clients.
  • Classifying assets as needed into Black Diamond.
  • Perform control procedures to ensure the accuracy of the information in Black Diamond.
  • Customer service.
  • Document imagining.
 
Position Requirements

Education, Skills and Experience:

  • Bachelor’s degree in business or finance.
  • Strong verbal and written communication skills.
  • Strong customer service skills.
  • Effective interpersonal skills.
  • Strong organizational skills.
  • Strong analytical skills.

Cadaret Grant, a FINRA member and independent broker-dealer headquartered in Syracuse, New York, is a wholly-owned subsidiary of Atria Wealth Solutions. Founded in 1985, Cadaret Grant serves nearly 750 financial advisors in over 450 branch offices with next-generation technology and support for their independent businesses. Cadaret Grant & Co. seeks employee candidates who are ambitious, dedicated, and spirited. Our collaborative culture offers community through shared goals and strong work ethics. To learn more about Cadaret Grant, please visit www.cadaretgrant.com.

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services and capabilities that drive growth. Atria’s broker-dealer subsidiaries include CUSO Financial Services, LP, Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc. and Western International Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals with more than $75 billion of assets under administration. For more information, please visit www.atriawealth.com.

EOE

 

This position is currently not accepting applications.

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