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.
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