Account Specialist

2 days ago


Houston, Texas, United States Atria Wealth Solutions Full time
Account Specialist

Atria Wealth Solutions, Inc. is a leading wealth management company seeking a highly skilled Account Specialist to join our team. As an Account Specialist, you will play a critical role in ensuring the smooth operation of our financial services.

Key Responsibilities:
  • Review and process new account information to ensure accuracy and completeness
  • Manage account maintenance updates and daily work items within our systems
  • Collaborate with financial professionals to resolve issues and provide exceptional customer service
  • Analyze and resolve problems of a moderate level in a timely manner
  • Make decisions regarding workflow and complex issues on a daily basis
Requirements:
  • Bachelor's Degree or equivalent work experience
  • Strong oral and written communication skills
  • Self-motivated and able to work independently

Atria Wealth Solutions, Inc. offers a dynamic and supportive work environment, competitive compensation, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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