About the position Responsible for assisting incoming Financial Analyst and Branch Associates with the New Accounts opening process which will include assisting with opening new accounts, ensuring that all compliance/regulatory items are in line for new account openings, providing white-glove service via email/Teams/phone for inquiries, and more. Responsibilities • Develop working knowledge of the organization's policies/procedures and regulatory compliance requirements to adhere to all protocols when openings new customer accounts • Develop and maintain necessary process and technical skills to execute new account planning activities • Provide white-glove service to incoming clients by supporting inquiries, questions, or information requests as needed • Assist with cases and inquiries that are escalated in nature by following SOP to engage with other departments • Provide updates on product offerings and help simplify standard branch operation functions Nice-to-haves • Bachelors Degree in Business or related field preferred, but not required Benefits • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)