New Accounts Associate

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Job description

About Us :

Muriel Siebert & Co., Inc., a subsidiary of Siebert Financial Corp. (NASDAQ : SIEB), was founded in 1967 by Wall Street trailblazer Muriel Mickie Siebert the first woman to own a seat on the New York Stock Exchange. We continue her legacy by delivering accessible, client-focused financial services across brokerage, advisory, and wealth management.

Position Overview :

Were looking for a New Accounts Manager to join our Nashville office . This is a full-time, in-office position (no remote work) . The New Accounts Manager plays a key role in supporting clients and internal teams by opening brokerage accounts, handling all related paperwork and digital documentation, and ensuring a smooth onboarding experience.

Youll also work closely with our Wealth Management team and gain exposure to multiple areas of the firms operations.

Key Responsibilities :

• Open a variety of brokerage accounts (individual, joint, retirement, trust, business, etc.)
• Process and review account paperwork (physical and online) for completeness and accuracy
• Communicate with clients regarding account status, required documentation, and onboarding questions
• Enter and manage client data in Siebert systems and custodial platforms
• Coordinate with Wealth Management and Compliance teams to ensure efficient processing
• Support digital onboarding tools, troubleshoot login issues, and assist with document uploads
• Learn and follow regulatory guidelines and firm procedures related to new accounts

Qualifications :

• Excellent attention to detail and organizational skills
• Strong written and verbal communication skills
• Ability to learn new platforms and systems quickly
• Interest in brokerage services and client experience
• Must be available to work on-site in our Nashville office, MondayFriday
• Unparalleled organizational and multitasking skills, with an eagle eye for detail.
• Stellar communication and interpersonal skills, able to connect effortlessly with high-profile clients and stakeholders.
• Mastery of Microsoft Office Suite and other relevant software.
• A dynamic personality that thrives in fast-paced environments and adapts to ever-changing priorities.
• Impeccable discretion and professionalism in handling confidential information.
• A bachelors degree in business administration, communications, or a related field is a plus.

Perks and Benefits :

• Competitive salary and top-tier benefits package.
• The thrill of working with industry icons and top-tier talent.
• A front-row seat to groundbreaking projects in multiple exciting industries.
• A collaborative and vibrant work environment.
• Opportunities for professional growth and advancement in a rapidly evolving company.