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Series 3 Licensed New Accounts Specialist

Series 3 Licensed New Accounts Specialist

VirtualVocationsGrand Rapids, Michigan, United States
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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 • Grand Rapids, Michigan, United States

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