New Accounts Operations Specialist

TEKsystems; United States; Hybrid; USD 30,000 - 42,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) retirement plan

Job summary

TEKsystems is seeking an entry-level Operations/Onboarding support professional in Saint Petersburg, FL, to assist Financial Advisors with new accounts openings and compliance checks. This hybrid contract role emphasizes white-glove service via email, Teams, and phone, handling inquiries and coordinating with multiple departments.

Responsibilities include learning policy procedures, preparing new account plans, and staying aligned with regulatory requirements while providing timely product

Qualifications

• Bachelors Degree in Business or related field preferred, but not required.

Responsibilities

• Develop working knowledge of the organization's policies/procedures and regulatory compliance requirements to adhere to all protocols when openings new customer accounts
• Develop and maintain necessary process and technical skills to execute new account planning activities
• Provide white-glove service to incoming Raymond James clients by supporting inquiries, questions, or information requests as needed
• Assist with cases and inquiries that are escalated in nature by following SOP to engage with other departments
• Provide updates on product offerings and help simplify standard branch operation functions

Job description

TEKsystems is seeking an entry-level Operations/Onboarding support professional in Saint Petersburg, FL, to assist Financial Advisors with new accounts openings and compliance checks. This hybrid contract role emphasizes white-glove service via email, Teams, and phone, handling inquiries and coordinating with multiple departments.

Responsibilities include learning policy procedures, preparing new account plans, and staying aligned with regulatory requirements while providing timely product