Dealer Maintenance Coordinator - Atria Wealth Solutions
Houston - Hybrid, TX 77079
About the Job
Atria Wealth Solutions, Inc. (Atria) is a wealth management solution 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 and investment adviser 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.
We are looking for a Dealer Maintenance Coordinator to join our amazing Commissions team. To achieve success this position will need to have a strong communication skillset, attention to detail, and a persistent follow-through attitude.
Location: This position may be done HYBRID out of one the following home office locations or fully remote:
Position Purpose:
Dealer Maintenance is responsible for ensuring that the transition of an agent’s client information is seamless and accurate. This position works closely with affiliated representatives to make updates to client information with both vendor companies and in the back office.
Essential Duties and Responsibilities:
Required Skill Set and Experience:
Why work at Atria?
In addition to a competitive salary, we provide a full benefits package that includes:
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 operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit 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.
We are looking for a Dealer Maintenance Coordinator to join our amazing Commissions team. To achieve success this position will need to have a strong communication skillset, attention to detail, and a persistent follow-through attitude.
Location: This position may be done HYBRID out of one the following home office locations or fully remote:
- Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
- San Diego, CA: 10150 Meanley Drive, San Diego 92131
- Syracuse, NY: 100 Madison Street, Syracuse 13202
Position Purpose:
Dealer Maintenance is responsible for ensuring that the transition of an agent’s client information is seamless and accurate. This position works closely with affiliated representatives to make updates to client information with both vendor companies and in the back office.
Essential Duties and Responsibilities:
- Acts as a liaison between representatives and vendor companies relating to address changes, client updates, and any other pertinent client information housed at affiliated sponsor companies
- Responsible for systematic updates moving clients from one approved rep number to another.
- Services OSJs and their representatives with overall maintenance of client information housed at vendor companies and within the Broker Dealer’s back office system
- Assist with various special projects and client information request. (I.e. Service block transfer request for newly affiliated representatives.)
Required Skill Set and Experience:
- Proficiency with Microsoft Office with particular focus on MS Word and strong ability to use Excel to perform VLOOKUP, Pivot tables, etc.
- Proven research skills, verbal and written communication in order to summarize and explain information to Financial Advisors and business partners.
- Candidate should have some Broker Dealer experience.
- College degree or comparable experience
- Candidate should be able to work with and against strict deadlines
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
- 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
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 operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit 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.
Powered by JazzHR
Source : Atria Wealth Solutions