Account Specialist
4 days ago
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- Review and verify new account information to ensure it is in good order.
- Process new account forms and open new accounts on custodial platforms.
- Perform account maintenance updates and daily work items within the Unio and ZenDesk systems.
- Respond to financial professional inquiries in a timely manner.
- Review and follow up on ZenDesk tickets on a consistent basis.
- Process documents to custodians and perform other operational tasks as needed.
- Bachelor's degree or equivalent work experience.
- Strong oral and written communication skills.
- 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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Account Specialist
2 days ago
Houston, Texas, United States Atria Wealth Solutions Full timeAccount SpecialistAtria 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...
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Accounting Specialist
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Accounting Specialist
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Accounting Specialist
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Accounting Specialist
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Senior Accounting Specialist
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Senior Accounting Specialist
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Senior Accounting Specialist
4 weeks ago
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Accounting Specialist
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Corporate Accounting Specialist
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Senior Accounting Specialist
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Accounts Payable Specialist
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Accounts Receivable Specialist
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Insurance Account Specialist
1 day ago
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Accounting Specialist
6 days ago
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Accounts Payable Specialist
4 days ago
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Accounts Payable Specialist
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Senior Accounting Specialist
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