Client Service Associate - New Business Processor
Newark, DE Newark, DE Full-time Full-time $42,000 - $45,000 a year $42,000 - $45,000 a year 4 days ago 4 days ago 4 days ago The New Business Processor will work in a team environment and monitor the process of applications from submission to approval.
RESPONSIBILITIES MAY INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING:
Most applications are submitted electronically, but if not, scan & email paper app to investment company Blotter transactional applications into Laserfische Communicate with clients any pending requirements needed Maintain a pending business dashboard for every DSFG Advisor Conduct weekly meetings with DSFG Advisors to give update on pending accounts Review Deposits and ensure trades are placed timely Liaison between Investment companies' personnel to DSFG Advisors Measure turn-around time from submission to account funded THE IDEAL CANDIDATE WILL HAVE THE FOLLOWING:
Bachelor's degree required Mathematically sound Excellent ability to multitask Great organization skills Ability to learn and quickly assimilate new information Excellent data entry and communication skills Strong attention to detail Ability to work in a team environment Acquiring the series 7 and 66 is encouraged Job Type:
Full-time Pay:
$42,000.
00 - $45,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift Monday to Friday Education:
Bachelor's (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
RESPONSIBILITIES MAY INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING:
Most applications are submitted electronically, but if not, scan & email paper app to investment company Blotter transactional applications into Laserfische Communicate with clients any pending requirements needed Maintain a pending business dashboard for every DSFG Advisor Conduct weekly meetings with DSFG Advisors to give update on pending accounts Review Deposits and ensure trades are placed timely Liaison between Investment companies' personnel to DSFG Advisors Measure turn-around time from submission to account funded THE IDEAL CANDIDATE WILL HAVE THE FOLLOWING:
Bachelor's degree required Mathematically sound Excellent ability to multitask Great organization skills Ability to learn and quickly assimilate new information Excellent data entry and communication skills Strong attention to detail Ability to work in a team environment Acquiring the series 7 and 66 is encouraged Job Type:
Full-time Pay:
$42,000.
00 - $45,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift Monday to Friday Education:
Bachelor's (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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