Responsibilities
Assist clients, partner Financial Advisors, Senior Investment Consultant and Portfolio Manager Teams with client onboarding and new account inquiries
Prepare paperwork for 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 clients, Financial Advisor, and partner firm contact information, including the processing of all changes to partner's broker‑dealer and/or RIA
Collect information from third parties, transcribe to company systems, enter manually into system records, collect signatures, and then open accounts
Data entry from PDFs into spreadsheets and Salesforce
Requirements
Minimum 2 years of experience in the investment management industry
Minimum 2 years of experience using Microsoft Office applications
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
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Assist clients, partner Financial Advisors, Senior Investment Consultant and Portfolio Manager Teams with client onboarding and new account inquiries
Prepare paperwork for 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 clients, Financial Advisor, and partner firm contact information, including the processing of all changes to partner's broker‑dealer and/or RIA
Collect information from third parties, transcribe to company systems, enter manually into system records, collect signatures, and then open accounts
Data entry from PDFs into spreadsheets and Salesforce
Requirements
Minimum 2 years of experience in the investment management industry
Minimum 2 years of experience using Microsoft Office applications
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
#J-18808-Ljbffr