Account Onboarding and Maintenance Associate

United States Digital Space LLC; Clearwater (FL); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Bonuses

Equity

401(k) matching

Health insurance

Paid time off

Catered meals

Job summary

United States Digital Space LLC in Clearwater, FL is seeking an Account Maintenance Associate to own timely processing of new account openings and ongoing maintenance with accuracy and care. You will keep thorough records, respond to advisor and client inquiries, and collaborate with internal partners and clearing firms to handle complex requests in a fast-paced, high-integrity environment.

We value attention to detail, clear communication, and the ability to manage multiple tasks, with a

Qualifications

• Outstanding attention to detail and accurate data entry skills.
• Ability to think critically and apply base knowledge of account-related processes to more complex account opening and maintenance requests.
• Exceptional verbal and written communications skills that reflect a high level of integrity.
• The ability to form relationships based on the needs of our advisors and their clients.
• Ability to prioritize and manage time effectively.
• Minimum of 2 years in direct customer service and 1 year in back-office financial operations preferred.
• SIE and Series 7 are nice to have, but not required.

Responsibilities

• Review and process new account applications and account maintenance requests, ensuring all requests are processed efficiently and accurately.
• Keep records of interactions and file account-related documents.
• Provide accurate, valid, and complete information to advisors and clients inquiries by phone and other electronic means while following communication guidelines and compliance policies and procedures.
• Collaborate with internal partners and clearing firm teams to handle complex account opening and maintenance requests.
• Complete other projects as assigned by management.

Skills

Customer service

Data entry

Communication

Time management

Relationship building

Attention to detail

Education

SIE certification

Series 7 certification

Job description

United States Digital Space LLC in Clearwater, FL is seeking an Account Maintenance Associate to own timely processing of new account openings and ongoing maintenance with accuracy and care. You will keep thorough records, respond to advisor and client inquiries, and collaborate with internal partners and clearing firms to handle complex requests in a fast-paced, high-integrity environment.

We value attention to detail, clear communication, and the ability to manage multiple tasks, with a