Account Services Representative -Role: Specialized in managing the client experience. Transaction services (New Account Opening, Transfers & Cash/Asset movements) for RIA clients. Manage back office needs and effectively processes advisor transactions using internal workflow systems using departmental standard procedures with a high degree of accuracy. -Responsibilities: -Qualifies validated paperwork, activates and maintains advisors accounts -Research, resolve and follow-up on applicable transfers, cash movements, document restrictions on accounts and release restrictions when issues are resolved -Contact contra firms as needed to status submitted transfers or to make general inquiries as to contra firm procedures or contact/delivery information -Review and process cash management, transfer request and banking needs the clients may have requests for Advisors and their Clients -Analyze all paperwork received, document and notify clients of pending issues, work closely with clients for resolution, and accurately process accounts, as they are resolved -Performing in depth research on issues as well as identify best courses of action to best service the client and protect the firm from liability -Partner internally with Senior Relationship Managers to ensure the appropriate research and resolution of issues in a timely manner -Serve as a subject matter expert to 2 or more back office specialty areas and perform basic functions in all areas -Requirements: -1+ year related experience -2 -3 years total experience -Proficiency in Microsoft Word, Excel and Outlook required -Experience in 2 back/middle office function (Certified) (Cash management, Transfers, New Accounts) required -Must be able to process work with a near perfect error ratio -Must exercise independent decision making with service requests to balance client satisfaction against shareholder value -2 Year College Degree required -4 Year College Degree preferred -Military education or experience may be considered in lieu of civilian requirements listed