Revolution Technologies · 11 hours ago
Transitions/New Accounts Associate (Financial Services/recent grads)
St. Petersburg, FL
Contract
Hybrid
New Grad, Entry Level
$25/hr - $25/hrRevolution Technologies is a company specializing in financial services, and they are seeking a Transitions/New Accounts Associate. This role involves establishing new client accounts, answering inquiries from financial advisors, and ensuring compliance with industry regulations.
DeliveryHuman ResourcesInformation Technology
Hiring Manager
Marina Besecky
Responsibilities
Answers calls and questions from financial advisors (FA's) and sales assistants (SA's) related to account opening and maintenance
Establishes new client accounts by utilizing industry registration requirements
Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client
Reviews standard issues, analyzes and interprets data and determines appropriate corrective action
Understands client needs, identifies root causes of problems and implements pragmatic solutions
Processes various basic department related reports and contacts FA's and SA's to resolve account issues
Supports and complies with established policies and procedures. May recommend suggestions to improve workflows, policies and procedures
May act in a mentor capacity to less experienced associates
Contributes to department projects, documentation, general analysis and testing as needed
Participates in a high learning culture where on-the-job training is prevalent
Reviews daily tasks for accuracy and completeness. Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion
Assists other areas of the department with various functions when volume is high and/or staffing levels are low
May be required to assist with after-hour account validation events related to Mass Account Transfers
May participate in general User Acceptance Testing (UAT) for system and new process implementation
Performs other duties and responsibilities as assigned
Qualification
Required
Answers calls and questions from financial advisors (FA's) and sales assistants (SA's) related to account opening and maintenance
Establishes new client accounts by utilizing industry registration requirements
Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client
Reviews standard issues, analyzes and interprets data and determines appropriate corrective action
Understands client needs, identifies root causes of problems and implements pragmatic solutions
Processes various basic department related reports and contacts FA's and SA's to resolve account issues
Supports and complies with established policies and procedures. May recommend suggestions to improve workflows, policies and procedures
May act in a mentor capacity to less experienced associates
Contributes to department projects, documentation, general analysis and testing as needed
Participates in a high learning culture where on-the-job training is prevalent
Reviews daily tasks for accuracy and completeness. Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion
Assists other areas of the department with various functions when volume is high and/or staffing levels are low
May be required to assist with after-hour account validation events related to Mass Account Transfers
May participate in general User Acceptance Testing (UAT) for system and new process implementation
Performs other duties and responsibilities as assigned
Knowledge of Operations and New Account systems
Basic customer operations and the financial industry
Basic accounting concepts and principles
Basic investment concepts, practices and procedures used in the securities industry and as required New Accounts
Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses
Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel
Identifying and resolving operational issues
Numerical aptitude and critical thinking sufficient to solve operational problems
Analyzing operational processes and identifying opportunities for improvement
Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication
Organize and prioritize workload to meet deadlines
Multitask to handle phones and processing
Use independent judgment on a variety of issues
Work constructively under stress and pressure when faced with high volume and deadlines
Provide courteous, timely service when addressing client issues and transactions
Use good judgment in responding to a variety of client issues
Competently analyze and prioritize information to make appropriate recommendations
Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities
Participate in on the job training and other learning activities to develop knowledge and understanding of FINRA, state and other regulatory agency rules and regulations regarding client accounts
Take an active part in the training and development of new associates
Review, understand and interpret legal documentation
Adhere to a schedule
Benefits
Laptop provided
Opportunity for extension or conversion based on attendance/performance
Company
Revolution Technologies
Revolution Technologies is a staffing and recruiting company that offers contract staff augmentation and permanent staffing solutions.
Founded in 1993
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Ted Parker
Founder & Chief Executive Officer
Miles Toshie
Executive Vice President/Partner
Recent News
EIN Presswire
2025-12-17
Company data provided by crunchbase