Accounts Associate | Entity & Foreign Team

Position: New Accounts Associate | Entity & Foreign Team
## New Accounts Associate | Equity & Foreign Team Apply locations:
Saint Petersburg, Florida
- United States:
Memphis, Tennessee
- United States:
Southfield, Michigan
- United Statestime type:
Full time posted on:
Posted Yesterday time left to apply:
End Date:
July 1, 2026 (5 days left to apply) job requisition :
R-0011744
** Job Description Summary
** This role will be part of the Entity & Foreign COE within the New Accts dept.
As a New Accounts Associate you will provide dedicated support to Financial Advisors (and their teams) by handling inbound inquiries (calls & emails), resolving account-related issues, and delivering timely, accurate information. This role requires strong communication skills (both written & verbal), attention to detail, and a commitment to delivering exceptional service in a fast-paced financial services environment.
** Job Description
**** Hybrid Work Environment:
** This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week in our Corporate Home Office.
** Training Schedule/Shift

Hours:

*** Training period will be a minimum of 8 weeks of foundational training, plus potential for an additional 4-6 weeks of specialty training depending on business needs.
* ** Shift/Hours during training period:
** Monday-Friday, 8:00am-5:00pm -- Training will be conducted in-person Monday-Thursday (4 days) during the training period, with Friday's training from home.
* ** Shift/Hours after training period:
** Monday-Friday, 8:30am-5:00pm -- After training, the in-person requirements will be 3 days per week, and 2 days working from home.
* * Overtime hours offered upon manager's approval.
*** Responsibilities:
*** Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
* Accurately and efficiently diagnoses questions and issues and crafts client focused solutions.
* Provides education to branch personnel related to account opening and maintenance.
* Follows daily schedule accurately to ensure the success of the department in meeting our Service Level Agreements.
* Establishes new client accounts by utilizing industry registration requirements.
* Processes documents accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client.
* Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
* Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
* Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
* Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
*
* Skills:

**
* ** Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.**
* ** Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.
*** Organize and prioritize workload to meet deadlines.
* Express ideas, request actions and formulate plans or policies.
* Supports business processes by applying an effective use of standard office equipment and standard software packages.
* Develop appropriate plans or perform necessary actions based on recommendations and requirements.
* Make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability.
* Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close.
* Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
* Develop, monitor, interpret and understand policies and procedures, while…