About the Job

Account Services Specialist I

As the Account Services Specialist I, you will report to a Supervisor in Account Services. You will establish several account and product types, focusing on non-Advisory and Advisory brokerage accounts. You will use different tools to maintain client accounts while providing customer service to our advisors and their staff.

RESPONSIBILITIES:

• Enter new account data into AdvisorComplete℠

• Answer questions regarding paperwork requirements and the status of new accounts and transfers.

• Contact representative's offices when paperwork is not in good order (NIGO)

• Analyze and reconcile financial reports.

• Initiate incoming transfers and direct rollovers.

• Work with Sales Supervision to resolve paperwork issues.

• Convert accounts from managed to non-managed or non-managed to managed

• Add, remove, or update special account features (check writing, margin, periodic IRA distributions)

• Establish Systematic Withdrawal Plans (SWP)

• Establish Periodic Investment Plans for transitioning firms (PIP)

• Process name change and SSN corrections.

• Update address and suitability information on client accounts in AdvisorComplete and FBSI.

• Organize client files in LaserFiche.

• Update account status for terminated reps.

• Handle account closures.

• Educate representatives and their assistants on how to use AdvisorComplete.

• Will be asked to work overtime because of heavier volumes (December, March and April)

SKILLS:

• Word, Excel, Outlook, and PowerPoint

• Customer Service

EDUCATION AND EXPERIENCE:

• High School graduate or equivalent required. Bachelor's degree preferred.

• Financial services industry experience required.

Job Type: Full-time

Pay: $20.00 - $22.84 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• On-the-job training
• Paid time off
• Vision insurance

Experience level:

• 1 year

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Experience:

• Financial Services: 1 year (Preferred)

Work Location: Hybrid remote in Austin, TX 78735