Primary Skills: Client Onboarding (Advanced), Account Management (Intermediate), Escalation Handling (Intermediate), Data Entry (Expert), Collaboration (Advanced)
Contract Type: W2
Duration: 6+ Months
Location: Houston, TX
Pay Range: $30 - $33 per hour
Job Summary:
In this critical role, you'll be the linchpin in our client onboarding process, working closely with branch and department colleagues, Financial Advisors, and Portfolio Management teams. Your mission will be to ensure a smooth transition for clients either setting up new accounts or transferring assets into our firm, leveraging various legacy and current platforms. Your expertise in data entry, account management, and effective communication will drive the success of our onboarding strategy.
Key Responsibilities:
Assist clients and partner Financial Advisors with onboarding and account inquiries. Prepare and process paperwork for new accounts across various platforms. Open new accounts and manage the daily Outstanding Actions Report. Maintain and update the client, Financial Advisor, and partner firm database.
Must-Have Skills:
Proficiency in Microsoft Excel, Word, and PowerPoint Excellent verbal and written communication skills Advanced data entry skills
Industry Experience:
Finance or related field experience is preferred, ensuring an understanding of financial products and the onboarding process.
ABOUT AKRAYA Akraya is an award-winning IT staffing firm consistently recognized for our commitment to excellence and a thriving work environment. Most recently, we were recognized Inc's Best Workplaces 2024 and Silicon Valley's Best Places to Work by the San Francisco Business Journal (2024) and Glassdoor's Best Places to Work (2023 & 2022)! Industry Leaders in IT Staffing As staffing solutions providers for Fortune 100 companies, Akraya's industry recognitions solidify our leadership position in the IT staffing space. We don't just connect you with great jobs, we connect you with a workplace that inspires! Join Akraya Today! Let us lead you to your dream career and experience the Akraya difference. Browse our open positions and join our team!
Assist clients and partner Financial Advisors with onboarding and account inquiries. Prepare and process paperwork for new accounts across various platforms. Open new accounts and manage the daily Outstanding Actions Report. Maintain and update the client, Financial Advisor, and partner firm database.
Must-Have Skills:
Proficiency in Microsoft Excel, Word, and PowerPoint Excellent verbal and written communication skills Advanced data entry skills
Industry Experience:
Finance or related field experience is preferred, ensuring an understanding of financial products and the onboarding process.
ABOUT AKRAYA Akraya is an award-winning IT staffing firm consistently recognized for our commitment to excellence and a thriving work environment. Most recently, we were recognized Inc's Best Workplaces 2024 and Silicon Valley's Best Places to Work by the San Francisco Business Journal (2024) and Glassdoor's Best Places to Work (2023 & 2022)! Industry Leaders in IT Staffing As staffing solutions providers for Fortune 100 companies, Akraya's industry recognitions solidify our leadership position in the IT staffing space. We don't just connect you with great jobs, we connect you with a workplace that inspires! Join Akraya Today! Let us lead you to your dream career and experience the Akraya difference. Browse our open positions and join our team!