Accounts Specialist / New Accounts Processor - Atria Wealth Solutions

Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for an Accounts Specialist (Data Entry Processor) to join our organization. In this role, you will be responsible for providing customer service to our financial professionals, maintaining account information, and the daily management of accounts and commissions. This includes reviewing and verifying new account information for completeness and accuracy, entering data supplied by the representatives, and completing monthly reporting and mailings.

In this position, you can work from any one of the following office locations:

• Syracuse, NY – 100 Madison St, 13202 (Preferred)
• Houston - TX - 11740 Katy Freeway, Energy Tower III, Ste 600, 77079
• San Diego, CA – 10510 Meanley Drive, 92131

This position is eligible for Hybrid of 3 office days 2 home days after specified training period.

The anticipated annual base salary range for this position is $38,000 to $45,000. Exact compensation may vary based on skills, experience, and location.

Duties and Responsibilities:

• Reviewing new account applications for clerical accuracy 
• Completing new account data entry for multiple accounts on multiple platforms
• Communicating and assisting financial advisors with required revisions on account forms
• Maintaining client confidentiality and online security
• Maintaining time management and adapting to updated processes 
• Having proper phone etiquette and assisting on incoming calls from financial advisors and house account clients.
• Assisting on account transitions and account inquiries
• Assisting on various projects 
• Maintaining and utilizing several online platforms to complete tasks and assist financial advisors on forms and procedures.
• Maintaining education on new and updated policies within the industry

Qualifications and Skills:

• A degree desired in business, finance or related field, or an applicable combination of education and work experience.
• Experience in the financial services industry is desired but not required.
• Exceptional customer service skills.
• Strong oral and written communication skills.
• Strong attention to detail with the ability to demonstrate accuracy and efficiency.
• Excellent organizational skills.

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

• Medical & Prescription Drug Insurance
• Health Advocacy
• Telehealth
• Dental Insurance
• Vision Insurance
• Health Savings Account
• Flexible Spending Accounts
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Life Insurance
• Paid time off, Paid Holiday, Paid Birthday time off
• Critical Illness, Accident & Hospital Indemnity Coverage
• Identity Theft
• Employee Assistance Program
• Pet Insurance
• Legal Plans
• Virtual Therapy
• Virtual Mental WellCare
• Long-Term Care
• Retirement 401(k) Savings Plan with matching
• At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time

It’s time for the next step in your career. Apply now