About the position
Responsible for assisting incoming Financial Analyst and Branch Associates with the New Accounts opening process which will include assisting with opening new accounts, ensuring that all compliance/regulatory items are in line for new account openings, providing white-glove service via email/Teams/phone for inquiries, and more.
Responsibilities
• Develop working knowledge of the organization's policies/procedures and regulatory compliance requirements to adhere to all protocols when openings new customer accounts
• Develop and maintain necessary process and technical skills to execute new account planning activities
• Provide white-glove service to incoming clients by supporting inquiries, questions, or information requests as needed
• Assist with cases and inquiries that are escalated in nature by following SOP to engage with other departments
• Provide updates on product offerings and help simplify standard branch operation functions
Nice-to-haves
• Bachelors Degree in Business or related field preferred, but not required
Benefits
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)