Account Services Representative
CurrentNew Accounts & Account Maintenance SpecialistActivates new and maintains existing accounts for Registered Investment Advisors' clients; predominantly in response to clients who are transitioning through major life changes. Specialties include: Individual, Joint, IRAs, Estates, Trusts, Corporations, TPIMAs, UMAs, and other accounts that may designate beneficiary entities. Prioritizes tasks for multiple accountabilities with the ability to process work at a near perfect ratio while remaining focused. Partners internally with Correspondence Review, Relationship Managers, and Account Services team members to ensure the appropriate examination and resolution of issues in a timely manner.