Account Services Associate New Accounts

The New Accounts Associate is an integral member of the Account Services team and responsible for supporting and coordinating a wide range of activities associated with account opening, account maintenance and transferring of accounts of varying size and complexity from inception to completion. This team member will work closely with the department manager, project manager and team supervisor as they deliver successful projects that reflect the highest standards of quality and make a significant impact on Janney Operations. Essential duties and responsibilities include:

• Provide administrative and project coordination support to the Department Manager or Project Manager.
• Perform assigned workflow tasks from inception to completion with minimal assistance.
• Review all new account set-up for transitioning Financial Advisors to ensure accuracy. The new account set-up is critical to the first impression of the new Financial Advisor and their clients (checks, welcome kit, etc.).
• Cross-train with other Senior Associates to provide back-up coverage for critical functions.
• Responsible for the monitoring of the New Account team daily work.
• Provide training for associates, when necessary.
• Allocate team resources to ensure the smooth and timely processing of all work items handled by the team.
• Assist with the creation of reports to be used with associates through the SMART system.
• Assist with Returned Mail and Other Books and Records tasks
• Participate in review of BETA changes for ACAT and New Accounts to determine what steps, if any, are required to be implemented for the team.
• Analytical Skills: work with large amounts of data: facts, figures, and number crunching. You will need to see through the data and analyze it to find conclusions. Assist with the development, measurement, and reporting of all data related with account services functions.

Required Experience and Education

• Bachelor’s Degree or equivalent experience in Financial Services Operations or the financial industry.

Required skills/competencies

• Self-directed with an ability to prioritize and organize work assignments and multi-task effectively across various projects.
• Effective problem solving skills with an ability to provide solutions in a pro-active, timely manner.
• Excel skills to include the use of macros, pivot tables, charts, etc.
• Process improvement orientation.
• Effective written, verbal and interpersonal skills.
• Excellent client service skills.
• Ability to demonstrate Janney values.