New Accounts Specialist

4 weeks ago


Los Angeles, United States Providence Financial and Insurance Services, Inc. Full time
Job DescriptionJob Description

We are seeking a dedicated and results-driven New Account Specialist to join our dynamic financial services team. If you have a knack for meticulously opening new accounts and managing the intricacies of the money transferring process, we want you on board

Key Responsibilities:

  • Efficiently open new accounts for clients, adhering to all regulatory and compliance standards.
  • Provide exceptional assistance in the money transferring process between various financial institutions.
  • Work closely with clients to gather required documentation and verify their information for account setup.
  • Maintain accurate records of all transactions and communications.
  • Collaborate with team members to enhance client satisfaction and retention.
  • Continuously seek opportunities to improve processes and client experience.

Qualifications:

  • Minimum of 2 years of experience in opening new accounts at a bank, brokerage firm, wire house, or similar financial institution. It's a bonus if you are familiar with annuity applications or have opened new accounts specifically for Charles Schwab.
  • Proven track record of handling sensitive financial information with the utmost discretion and attention to detail.
  • Strong understanding of financial regulations and compliance requirements related to account opening and fund transfers.
  • Excellent communication and interpersonal skills, with the ability to be coachable and adaptable to change.
  • Proficiency in financial software and tools.

Benefits:

  • Competitive hourly rate ($25 - $30 per hour, based on experience)
  • Generous commission bonuses
  • Full benefits package including:
    • 401K matching plan
    • Fully paid health insurance
    • Paid vacation
    • Paid holidays
    • Paid sick time

Join our team and leverage your expertise to drive success and growth within our esteemed financial institution. Apply today and take the next step in your career as our New Account Specialist

Company DescriptionIf you would love to work in the fast-paced yet friendly environment of a small privately-owned firm, we would like to talk to you about being a part of our teamCompany DescriptionIf you would love to work in the fast-paced yet friendly environment of a small privately-owned firm, we would like to talk to you about being a part of our team

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