New Accounts - P&S Associate

Stephens Default; Little Rock (AR); On-site; USD 40,000 - 55,000; Full time

Job summary

Stephens Default in Little Rock, AR is seeking an organized Accounts Support Specialist to help ensure accurate customer account information, resolve discrepancies, and assist with trade reconciliation activities. The role requires attention to detail and the ability to manage multiple priorities in a fast-paced environment.

You will maintain account data, respond to inquiries from sales and trading desks, generate reports, and support the daily workflow of the brokerage operations team.

Qualifications

• Associate’s degree required.
• 1+ year of related experience.
• Equivalent education/experience considered.

Responsibilities

• Establish and maintain new accounts with accurate data.
• Resolve account discrepancies and respond to inquiries.
• Assist with daily trade reconciliation and reporting.
• Prepare spreadsheets and obtain required signatures.
• Support management with projects as assigned.

Skills

Communication

Attention to detail

Time management

Multi-tasking

Problem solving

Confidentiality

Reliability

Typing 40 wpm

10-key by touch

Education

Associate’s degree

1+ years related experience

Equivalent combination of education and experience

Tools

Microsoft Office Suite

Job description

This position plays an important role in supporting daily brokerage operations by ensuring the accuracy of customer account information, resolving account discrepancies, and assisting with trade reconciliation activities. The ideal candidate is an organized problem-solver who enjoys working in a fast-paced environment, managing multiple priorities, and collaborating with sales and trading teams.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Establish and maintain new accounts assuring accuracy of information and provide file maintenance of stored account data such as making changes to addresses, government reporting information, funds disposition, settlement instructions, etc.
• Respond and resolve miscellaneous problems in accounts such as incomplete, incorrect, or missing information.
• Respond to inquiries from the sales area regarding policy and procedures for new and changing accounts.
• Assist other desks as necessary to ensure completion of departmental work.
• Work comparison desk as scheduled, daily comparison reports of transactions that fail to electronically compare, identifying discrepancies and providing appropriate trading desk with accurate details.
• Follow up to ensure outages are resolved and/or exchange trade information with the trading desk.
• Maintain and distribute spreadsheets and various reports obtaining authorized signatures for records and files according to regulation and established procedure.
• Perform other tasks as assigned by management.

EDUCATION AND/OR EXPERIENCE

• Associate’s degree in a related field.
• 1+ years of related experience and/or training.
• Equivalent combination of education and experience.

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent verbal, written and organizational skills and strong attention to detail.
• Self-motivated with the ability to work independently in a fast-paced environment.
• Ability to prioritize and handle multiple tasks simultaneously.
• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action.
• Process management skills.
• Establish and maintain effective working relationships at all levels of the organization.
• Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required.
• Ability to maintain confidentiality.
• Demonstrated reliability in attendance and work performance.
• 10-key by touch.
• Ability to type 40 wpm.
• Ability to work effectively under constant time constraint.
• Ability to diplomatically communicate with a demanding sales staff.
• Ability to work overtime when necessary.

REQUIRED TESTING

• Microsoft Excel
• Alpha/Numeric Data Entry
• Typing

Qualifications

Licenses & Certifications

Preferred

HIPAA Training

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.