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Investment Client Onboarding Associate.
Milwaukee, WI
Job Description
The Investment Client Onboarding Associate will be part of a team responsible for generating investment account opening paperwork, advisory proposals, and funding requests for NM financial advisors. This is a perfect opportunity for those seeking investment and financial services experience.
Responsibilities:
* Create proposals and account opening paperwork using information provided by Field Representative.
* Enter transfer requests and ACH/cash management instructions
* Monitor status of in-progress work
* Create/update materials for field status calls
This role requires 2 plus years of experience and/or a combination of education and experience.
Responsibilities:
* Create proposals and account opening paperwork using information provided by Field Representative.
* Enter transfer requests and ACH/cash management instructions
* Monitor status of in-progress work
* Create/update materials for field status calls
This role requires 2 plus years of experience and/or a combination of education and experience.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
2+ years
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