Junior Account Maintenance Specialist - Full-time

Processing:
- Updating client profile information through Book & Records periodic notifications and other written instructions.
- Managing return mail.
- Handling of various other account correspondence maintenance items.
- Entering new account information to create for brokerage(AdvisorOne), MainStay, non-proprietary, general agency new business. The associate must ensure the application is in compliance with all Client's policies and securities industry regulations.
- Managing workflow queues within our service levels.
- Manage reports.
- Respond to customer and registered representative inquiries related to the servicing of client brokerage accounts.
- Other projects as needed

Required Qualifications
- Strong processing experience.
- Must be able to manage multiple work items.
- Bachelor's degree or equivalent work experience.
- 3-5 years of prior brokerage back-office or customer service experience - combination of processing and call center a plus.
- Experience with PC based systems. Knowledge of internal systems (OnBase / eBOSS / IPMF / CIS) and external Fidelity/National Financial systems (StreetScape & FBSI) a plus.
- Must be extremely accurate and able to balance with speed of data entry in order to deliver high productivity levels.
- Must work well under pressure.
- Must be able to handle various tasks simultaneously.

Desired Qualifications
- Knowledge of securities products.
- Excellent oral and written communication skills enabling employee to relay information to registered representatives, agents and customers accurately and with confidence.

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Staffmark is committed to providing equal employment opportunity for all persons regardless of race, color, religion, sex, sexual orientation, gender identity, age, marital status, national origin, citizenship status, disability or veteran status.

Brokerage back-office