Job Description

Pay Rate up to $33.00



Duties:

  • Works with branch and department colleagues on all aspects of the client on-boarding process.

  • Collaborates with Portfolio Management teams to process requests for new or existing accounts or best way to transfer assets into the firm.

  • Resolves inquiries and escalates as appropriate.




What You Will Do:

  • Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager.

  • Teams with client on-boarding and new account inquiries.

  • Prepare paperwork of all new accounts coming in through various legacy platforms (Rochdale and CNAM) as well as for the mid-net-worth platform, Symphonic Financial Advisors.
    • ...

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