Account Specialist

4 days ago


Houston, Texas, United States Atria Wealth Solutions Full time
Job Overview

Atria Wealth Solutions, Inc. is seeking a skilled Account Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring the accuracy and completeness of new account information, processing new account forms, and maintaining existing accounts.

Key Responsibilities
  1. Review and verify new account information to ensure it is in good order.
  2. Process new account forms and open new accounts on custodial platforms.
  3. Perform account maintenance updates and daily work items within the Unio and ZenDesk systems.
  4. Respond to financial professional inquiries in a timely manner.
  5. Review and follow up on ZenDesk tickets on a consistent basis.
  6. Process documents to custodians and perform other operational tasks as needed.
Requirements
  1. Bachelor's degree or equivalent work experience.
  2. Strong oral and written communication skills.
  3. Self-motivated and able to work independently.

Atria Wealth Solutions, Inc. is an equal opportunity employer and welcomes applications from diverse candidates. 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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