New Accounts Specialist
2 weeks ago
We are seeking a highly skilled and detail-oriented New Account Specialist to join our dynamic financial services team at Providence Financial and Insurance Services, Inc.
Key Responsibilities:
- Efficiently open new accounts for clients, adhering to all regulatory and compliance standards.
- Provide exceptional assistance in the money transferring process between various financial institutions.
- Work closely with clients to gather required documentation and verify their information for account setup.
- Maintain accurate records of all transactions and communications.
- Collaborate with team members to enhance client satisfaction and retention.
- Continuously seek opportunities to improve processes and client experience.
Requirements:
- Minimum of 2 years of experience in opening new accounts at a bank, brokerage firm, wire house, or similar financial institution.
- Proven track record of handling sensitive financial information with the utmost discretion and attention to detail.
- Strong understanding of financial regulations and compliance requirements related to account opening and fund transfers.
- Excellent communication and interpersonal skills, with the ability to be coachable and adaptable to change.
- Proficiency in financial software and tools.
What We Offer:
- Competitive hourly rate ($55,000 - $60,000 per year, based on experience)
- Generous commission bonuses
- Full benefits package including:
- 401K matching plan
- Fully paid health insurance
- Paid vacation
- Paid holidays
- Paid sick time
As a New Account Specialist at Providence Financial and Insurance Services, Inc., you will have the opportunity to leverage your expertise to drive success and growth within our esteemed financial institution.
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