INSPYR
Title:
New Accounts Associate IV Location:
New York, NY 10022 Duration:
6+ months Contract Compensation:
$45hr - $50hr Work Requirements:
US Citizen, GC Holders or Authorized to Work in the US 4 days in office - Mon to Fri 8am- 5pm Job Description
Overview:
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. Open new accounts and process daily Outstanding Actions Report. Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes. Collect information from third parties and transcribe to systems and enter manually into system records, collect signatures, and then open accounts. Perform data entry from PDFs into spreadsheets and Salesforce. Qualifications:
Excellent computer literacy with a proven proficiency in Microsoft Excel, Word, and PowerPoint. Excellent verbal and written communication skills. Bachelor’s Degree or equivalent. Minimum 2 years of experience in the investment management industry. Minimum 2 years of experience in using Microsoft Office applications. Our benefits package includes:
Comprehensive medical benefits Competitive pay, 401(k) Retirement plan …and much more! About INSPYR Solutions
Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients’ business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com. INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
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New Accounts Associate IV Location:
New York, NY 10022 Duration:
6+ months Contract Compensation:
$45hr - $50hr Work Requirements:
US Citizen, GC Holders or Authorized to Work in the US 4 days in office - Mon to Fri 8am- 5pm Job Description
Overview:
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. Open new accounts and process daily Outstanding Actions Report. Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes. Collect information from third parties and transcribe to systems and enter manually into system records, collect signatures, and then open accounts. Perform data entry from PDFs into spreadsheets and Salesforce. Qualifications:
Excellent computer literacy with a proven proficiency in Microsoft Excel, Word, and PowerPoint. Excellent verbal and written communication skills. Bachelor’s Degree or equivalent. Minimum 2 years of experience in the investment management industry. Minimum 2 years of experience in using Microsoft Office applications. Our benefits package includes:
Comprehensive medical benefits Competitive pay, 401(k) Retirement plan …and much more! About INSPYR Solutions
Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients’ business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com. INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
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