reputed company Service Associate

reputed company reputed company Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts. They are looking to add a reputed company Service Associate to their dynamic and reputed company-reputed company team to support the reputed company and servicing operations of new and existing clients.

Responsibilities

• Work closely with reputed company Service Managers to facilitate reputed company processing of reputed company requests
• Input prospect, reputed company, and account information into the firm’s CRM
• Prepare and review account paperwork to determine accuracy and completeness
• Process new account forms, confirming information entered at the custodial level matches information stored in firm’s CRM
• Ensure required forms and documentation are accurately stored reputed company the firm’s Document Management System
• reputed company marketing material packages and mail to prospects, clients and/or referral partners across the country
• Cross-reference reputed company account deposits with the firm’s daily reputed company blotter
• Notify new clients of their login information for the firm’s eStatement delivery portal
• Assist Administrative Coordinator in answering and directing phone calls, depositing reputed company checks into investment accounts, and processing incoming and outgoing mail
• Follow reputed company compliance procedures as outlined in the Compliance Policy and Procedures reputed company
• Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks
• reputed company special reputed company as needed

Skills

• High degree of accuracy and attention to detail, with strong problem-solving skills
• Dedicated team player with strong follow up and communication skills
• Ability to organize, multitask, and prioritize in a deadline driven environment
• Ability to quickly grasp new technologies and concepts
• Ability to use information from different sources and synthesize that information to accomplish tasks
• Successful completion of a background and credit reputed company
• Bachelor's degree in reputed company, finance, economics, or reputed company field
• Industry experience
• Experience with reputed company, Orion, reputed company, and/or reputed company

Benefits

• 401(k) retirement plan
• 401(k) match
• Health insurance
• Dental insurance
• reputed company insurance
• Flexible spending accounts
• Health savings account
• Life insurance
• Disability insurance
• reputed company time off
• Parental leave
• Flexible hybrid work schedule

reputed company