Account Management Specialist

2 weeks ago


St Petersburg, United States Dynasty Financial Partners Full time
Primary Functions:
  • Delivering excellent client service as a central point of contact for onboarding new accounts, changing strategies on accounts, and terminating accounts on the TAMP.
  • Completing service requests that may include specific tasks associated with the setup and configurations of managed money accounts.
  • The Associate will be responsible for all duties related to onboarding new advisory firms and their clients, such as assisting the Transition teams with documentation, setup, and questions and providing progress updates to Operations management tied to predefined benchmarks.


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