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New Accounts Consultant

Company: Brandon Consulting
Location: New York
Posted on: August 3, 2020

Job Description:

Email sussanabrandonconsulting.com call 732 444 4797 This position will be remote now and later it will be onsite. Long term requirement The New Accounts Department requires an experienced Back Office Operations On Boarding Analyst consultant to replace an existing consulting New Account team to assist with the daily New Account onboarding functional responsibilities as well as the preparation and testing of the Goldtier and Broadridge systems including interfacing and reconciliation between the two systems. Job Description CLEARING BROKER- NEW ACCOUNT RESPONSIBILITIES BACK OFFICE OPERATIONS EXPERIENCE REQUIRED The client is seeking an individual with at least five years brokerage experience specific to Customer Onboarding and opening of new accounts. The candidate must be familiar with opening up all products including equities, fixed income, and foreign markets. JOB RESPONSIBILITIES Open various types of accounts in our equities and fixed income, foreign clearance systems, based on instructions from Prime Services, introducing brokers and fixed income sales teams and among operations staff requests. .(Cash margin, DVP type accounts). Ensure all required documentation is properly completed including the archiving of such documents in our records retention drive. . Engage and participate in the New Client Onboarding platform (Goldtier) project, including functional requirements , workflow and test script . Engage in all Broadridge mock conversions and test cases Participate in Broadridge production testing post go live Required Experienced bull At least five years New Account onboarding experience bull Knowledge of OMGEO Alert bull Prior testing and reconciliation experience of customer static data. bull Knowledge of required documents needed to open new accounts or changes to account information. bull Knowledge of the Broadridge onboarding platforms BPS, IMPACT and GLOSS is a plus. Education bull High School Diploma or college degree. Computer and Other Skills bull Microsoft Excel , and other MS suite of products bull Broadridge BPS experienceSDL2017

Keywords: Brandon Consulting, New York , New Accounts Consultant, Professions , New York, New York

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