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Series 3 Licensed New Accounts Specialist
VirtualVocationsAppleton, Wisconsin, United Statesjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a New Accounts Specialist responsible for processing new customer applications and supporting the onboarding process.
Key Responsibilities
Review customer applications and supporting documentation for accuracy and completeness
Contact clients to resolve deficiencies or request additional information
Maintain accurate customer records in compliance with regulations
Qualifications
Bachelor's degree preferred (business, finance, or related field)
Basic understanding of futures markets or financial services a plus
Languages : English required; Spanish and / or Portuguese strongly preferred
Series 3 license to be obtained within 3 months (firm-sponsored)
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Account Specialist • Appleton, Wisconsin, United States
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