NEXT Financial Group, Inc. Hiring for Dealer Maintenance / Data Entry Coordinator at Houston, TX Full Time

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 a Dealer Maintenance Coordinator to join our organization. In this role, you will be responsible for ensuring that the transition of a financial professional’s client information is seamless and accurate. You will work closely with affiliated financial professionals to make updates to client information with both vendor companies and in the home office.

In this position, you will work from the following home office location:

NEXT Financial – Houston, TX

Our offices throughout the country are the most effective environment for us to support and partner with financial professionals. At the same time, the health and safety of our team is our highest priority. Our COVID-19 Task Force actively monitors and tracks the ongoing status in each of our office locations, ensuring consistency with CDC guidelines and providing a safe and healthy work environment for our team members.

Duties and Responsibilities:
Act 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.

Perform systematic updates moving clients from one approved rep number to another.

Serve OSJs and their financial professionals with overall maintenance of client information housed at vendor companies and within the Broker Dealer?s home office system.

Assist with various special projects and client information request. (I.e. Service block transfer request for newly affiliated financial professionals.)

Qualifications and Skills:
High School Diploma (Some college preferred.)

Strong written and verbal communication skills

Keen attention to detail and strong follow up skills

Exemplary Customer Service Skills

Stellar multi-tasking skills

Ability 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 insurance

Dental insurance

Prescription drug benefits

Vision insurance

Retirement savings 401(k) plan with matching

Paid time off

Paid holidays

Critical illness insurance

Veterinary pet insurance

Employee assistance program

Life insurance

Short & long-term disability insurance

Legal plan

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 nearly $100 billion of assets under administration. For more information, please visit www.atriawealth.com.

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