Account Specialist

6 days ago


San Diego, California, United States Atria Wealth Solutions Full time
Account Specialist

Atria Wealth Solutions, Inc. is a leading wealth management solutions provider seeking a 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 inquiries and issues in a timely manner.
  • Process documents and requests for custodial platforms.
  • Perform ad-hoc reviews to ensure compliance with regulatory requirements.
Requirements:
  • Bachelor's degree or equivalent work experience.
  • Strong communication and analytical skills.
  • Ability to work independently and as part of a team.

Atria Wealth Solutions, Inc. offers a dynamic and supportive work environment, with 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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