Account Services Representative

Who We Are:

What You'll Be Doing:

• •Prepare new account paperwork for principal reviews
• •Process account openings, closings, and other administrative requests
• •Enter account information in various back-office systems
• •Conduct background checks for new customers through third-party vendor applications
• •Collaborate with internal teams (e.g., Treasury, Client Experience, Sales, Financial Crimes) to resolve client issues and provide timely solutions
• •Link brokerage accounts to customer trading log-ins
• •Maintain and update accurate client records and account documentation in the firm's CRM and account management systems
• •Monitor collaboration queues and take a proactive approach to ensure issues are handled efficiently
• •Document procedures to ensure consistency and transparency in processes
• •Identify opportunities to improve client satisfaction and escalate complex issues as needed
• •Represent TradeStation Securities professionally by providing excellent service and consistently exceeding expectations
• •Ensure compliance with regulatory requirements and internal policies

The Skills You Bring:

• •High attention to detail with the ability to thrive in a fast-paced, deadline-driven environment
• •Ability to multitask and manage a high volume of requests with accuracy
• •Strong data entry and processing skills
• •Reliable, punctual and self-starter
• •Customer service oriented
• •Strong analytical and organization abilities
• •Ability to identify areas for process and procedural improvement
• •Excellent written communication skills
• •Familiarity with back-office functions and data entry processes
• •Proficiency in Microsoft Office (Excel, Word, Outlook); familiarity with SunGard Phase 3, GMI, or other back-office brokerage systems is a plus

Minimum Qualifications:

• •1-2 years of experience in customer service, financial services, or brokerage operations

Desired Qualifications:

• •Bachelor's degree preferred