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Account Service Specialist

Company: Randstad USA
Location: San Diego
Posted on: November 23, 2021

Job Description:

If you are looking for a foot in the door with a reputable brokerage firm, this may be a great opportunity for you Randstad is hiring for Account Services Specialists for one of our primary clients in San Diego. We are looking for those who are dependable and detail oriented. If you or anyone you know might be interested and available to start before the end of the year, please consider reviewing additional details below Qualified and interested candidates, please send updates resumes to with the subject line "San Diego - Account Services" for consideration. Responsibilities Transaction services (New Account Opening, Transfers & Cash/Asset movements) for RIA clients. Manage back office needs and effectively processes advisor transactions using internal workflow systems using departmental standard procedures with a high degree of accuracy. Qualifies validated paperwork, activates and maintains advisors accounts Research, resolve and follow-up on applicable transfers, cash movements, document restrictions on accounts and release restrictions when issues are resolved Skills Data Entry Basic Computer Skills Excel Microsoft Office Office Management Office Support Decision Making EducationNo Degree Required Qualifications Years of experience: 2 years Experience level:Experienced Shift: First Working hours: 6:30 AM - 5 PM Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law. San Francisco Fair Chance Ordinance: Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

Keywords: Randstad USA, San Diego , Account Service Specialist, Other , San Diego, California

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