New Accounts Representative Position Available In York, South Carolina

New Accounts Representative 3.6 3.6 out of 5 stars Fort Mill, SC 29715

Job Title:

New Accounts Representative Location:

Fort Mill, NC | Hybrid Pay rate: $20-$24 per hour 6+ Months Contract to hire role (possibility for extension or full time) Role Impact In this role, you’ll be responsible for reviewing and approving new account documentation submitted by advisors, ensuring accuracy and compliance with established procedures. Your attention to detail and ability to follow protocols will help maintain data integrity and service standards across client accounts. Key Responsibilities Review and approve new account documentation submitted by advisors Perform general account maintenance and updates using internal systems Accurately complete a set number of assigned tasks daily Follow established procedures and compliance guidelines Use multiple software applications to manage account records Minimum Qualifications Bachelor’s degree required Experience handling client account documentation or financial records Proficiency with Microsoft Office applications, especially Excel and Outlook Demonstrated ability to follow detailed instructions and meet productivity goals Core Tools & Systems Microsoft Excel, Outlook, Word CRM or account management systems Document review platforms Internal compliance and workflow systems Preferred Skills Financial services or brokerage firm experience Familiarity with new account onboarding processes Ability to manage confidential client information securely

EEO / ADA

Statement We are an equal opportunity employer and provide reasonable accommodations upon request. #INDWEST