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Account Administrator

2 months ago

Salt Lake, Utah, United States Strategic Staffing Solutions Full time
Job Title: Account Administrator

Strategic Staffing Solutions is seeking a highly skilled Account Administrator to join our team. As an Account Administrator, you will be responsible for ensuring the smooth onboarding process of new clients, maintaining accurate records, and providing exceptional customer service.

Key Responsibilities:
  • Understand and implement client account structures and documentation requirements.
  • Conduct due diligence reviews to ensure compliance with Anti Money Laundering and Know Your Client regulations.
  • Collaborate with PWM Advisor teams to ensure timely and accurate client document delivery.
  • Request and verify client products and services.
  • Resolve issues through coordination with PWM Teams, PWM Compliance, PWM Legal, and Anti Money Laundering.
  • Contribute to process improvements and workflow enhancements.
Requirements:
  • Bachelor's degree.
  • Proficiency in MS Office and web-based applications.
  • Exceptional organizational and problem-solving skills.
  • Ability to multitask and prioritize effectively.
  • Experience managing client expectations and communication.
Preferred Qualifications:
  • Series 7, 9, 10, 4 licenses.
  • Foreign language skills.
  • 1+ years of experience in the financial industry, specifically in AML, Compliance, or Client Onboarding Regulatory roles.