Client Services Representative - New Accounts

Responsibilities

• Respond to incoming client and sales inquiries regarding issues with the online account application and/or documentation requirements for account opening.
• Aid processing teams with client outreach required to obtain information required for account approval.
• Review documentation as related to new account applications.
• Collaborate with other cross-functional teams to assist with account approval and maintenance.
• Identify areas for improvement within the online application and account opening process to improve the client experience and the production of new accounts.
• Cross-reference multiple databases and ensure regulatory aspects of AML and KYC are completed prior to account opening.
• Follow various regulatory requirements and internal policies and procedures.
• Correspond with clients, sales representatives, and internal Client service teams.

Requirements

• Bachelor's Degree
• Excellent communication skills
• Must be well organized, prioritize effectively, think critically, and have a strong ability to multi-task
• Proficient user of MS Office applications
• Self-organized team player with exceptional attention to detail
• FINRA licensing preferred

Skills

• Self-motivated and able to handle tasks with minimal supervision
• Superb analytical and problem-solving skills
• Excellent collaboration and communication (Verbal and written) skills
• Outstanding organizational and time management skills

Benefits & Perks

• Competitive salary, annual performance-based bonus and stock grant
• This position is eligible for overtime pay
• Retail retirement plan 401(k) with a competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium
• Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
• Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack
• Corporate events, including team outings, dinners, volunteer activities and company sports teams
• Education reimbursement and learning opportunities