SMA Solutions Active Onboarding

Software Guidance & Assistance, Inc., (SGA), is searching for an SMA Solutions Active Onboarding for a CONTRACT assignment with one of our premier Financial Services clients in Princeton, NJ.

Responsibilities:

• Responsible for the onboarding of new accounts into the firm's Private Investors and USWA channels.
• Reviewing new accounts for client information, management and restriction data, and billing details.
• Accounts must be accurately processed and released for trading within a designated timeframe.
• Ongoing maintenance of the existing accounts to reflect client or account level changes.
• Reviewing and approving client contracts for PI management.

Required Skills:

• Undergraduate degree or equivalent industry experience required
• Knowledge of Microsoft Office Suite (Outlook, Excel, Word)
• Aladdin, Fiserv APL experience is a plus
• General knowledge of financial markets, investment classes and business operations is required
• Excellent research and analytical skills preferred
• Detail oriented & Team Player
• Ability to multitask
• Must be able to work overtime when required.

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.

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