Account Support Associate

14 hours ago


fort mill, United States Associate Staffing Full time

Assist with New Accounts creation and Money Movement to support Financial Advisors.


Job Responsibilities:

  • Assist new advisors in onboarding their books of business
  • Provide virtual and in-person support with account opening and money movement
  • Communicate with Advisors on outstanding tasks


Skills/Education:

  • 1+ year of experience within the finance or operations sector a plus
  • Experience Microsoft Office Suite and Outlook
  • Strong attention to detail
  • Ability to multi-task and work as a part of a team


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