Key Responsibilities
● Process new account openings with major financial custodians such as Charles
Schwab, Fidelity, and Raymond James
● Complete client account maintenance and administrative updates
● Process requests such as money movements and changes to client information
● Review documentation and identify missing or incorrect information
● Communicate with advisors and internal teams when additional information is required
● Work with investment performance reporting platforms such as Black Diamond and Orion
● Contact custodian support teams to investigate and resolve account-related issues
● Escalate more complex issues to team leads or appropriate members of the team
● Follow established processes and workflows to ensure work is completed consistently
● Maintain a high level of accuracy while processing a significant volume of work
● Identify opportunities to improve processes and communicate suggestions to the team
● Collaborate effectively with colleagues across the business