Account Specialist

2 weeks ago


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

Atria Wealth Solutions, Inc. is a leading wealth management solutions holding company. We are seeking a highly skilled Account Specialist to join our team.

Key Responsibilities:
  • Review and process new account information to ensure accuracy and completeness.
  • Manage account maintenance updates and daily work items within the Unio and ZenDesk systems.
  • Collaborate with financial professionals to resolve inquiries and issues within established service level agreements.
  • Process documents and requests for medallion guarantees and direct business processing.
  • Review and analyze data to ensure accurate capture in profiles.
  • Perform ad-hoc reviews to ensure linking of statements of investment selection.
  • Process retirement and consulting services at independent locations.
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. If you are a motivated and detail-oriented individual with a passion for financial operations, we encourage you to apply for this exciting opportunity.


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