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Title

New Accounts Processor 

Division CUSO Financial Services, L.P.  
Position Operations Generalist  
Location San Diego, CA  
Full-Time/Part-Time Full-Time  
Description

SUMMARY

This position is responsible for the processing of new account forms into the M&O system and opening of new accounts on the Pershing TIMS and Schwab managed account platforms. Responsible for the daily management of deficient accounts and commission holds.

PRINCIPAL DUTIES AND RESPONSIBILITIES:    

Stamp, disburse, scan & index all incoming express packages for New Accounts Department.

Data entry new account forms.

Opening of Pershing TIMS accounts.

Opening of Schwab accounts.

Reviewing daily report of holding commissions due to missing new account information.

Reviewing daily report of new clients added into the M&O system.

Ensuring OSJ signature has been obtained on new account forms received.

Run monthly reports for Compliance on deficiency letter and accounts without new account form.

Review accounts for missing paperwork.

Create letters notifying fund and insurance carriers of client address changes.

Create letters notifying fund and insurance carriers of representative changes or branch address changes.

Provide customer service to the representatives.

Promote and review quality standards are being met for the department.

Any other duties or tasks assigned by Management.

 

 

 
Position Requirements

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. Basic Excel knowledge & Microsoft Outlook.

 

This position is currently not accepting applications.

To search for an open position, please go to http://CUSO.appone.com




 


 
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