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New Account Operations Specialist

Company: National Securities Corporation
Location: Boca Raton
Posted on: September 16, 2021

Job Description:

A brokerage and investment advisory client in the Boca Raton, FL area is looking for a New Accounts Operations Specialist to join their team. The ideal candidate will be responsible for reviewing and open incoming new accounts to identify investment allocations; process and maintain operations/account paperwork; Address day to day issues for investment advisors; Provide back office support across multiple clearing relationship firms; Manage client relationships; Interface between the field and our independent registered representatives and customer accounts; and Provide training support and assist registered representatives using back office systems

Fidelity/NFS experience
Two years operations back office support experience in the securities industry

FINRA Series 7 license or Series 99 required; will sponsor candidate for licensing as needed

Excellent communication and organizational skills

Effective multitasking skills is essential; this is a fast-paced multi-faceted role that touches all areas of the firm

Keywords: National Securities Corporation, Boca Raton , New Account Operations Specialist, Other , Boca Raton, Florida

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