New Accounts - P&S Associate

Stephens•Little Rock, AR

About The Position

This position supports daily brokerage operations by ensuring the accuracy of customer account information, resolving account discrepancies, and assisting with trade reconciliation activities. The role involves establishing and maintaining new accounts and account records, responding to inquiries from sales, and working with trading desks to address trade comparison discrepancies and outages. The ideal candidate is organized, detail-oriented, and able to solve problems, manage multiple priorities, and collaborate in a fast-paced environment.

Requirements

Associate’s degree in a related field, or an equivalent combination of education and experience.
At least 1 year of related experience and/or training.
Excellent verbal, written, and organizational skills, with strong attention to detail.
Self-motivated and able to work independently in a fast-paced environment.
Ability to prioritize and handle multiple tasks simultaneously.
Analytical, critical-thinking, and problem-solving skills, including the ability to determine appropriate actions.
Process management skills.
Ability to establish and maintain effective working relationships at all levels of the organization.
Proficiency in Microsoft Office Suite or similar software, and ability to learn and use industry-specific software as required.
Ability to maintain confidentiality.
Demonstrated reliability in attendance and work performance.
Ability to use 10-key by touch.
Typing speed of 40 words per minute.
Ability to work effectively under constant time constraints.
Ability to communicate diplomatically with demanding sales staff.
Ability to work overtime when necessary.
Required testing in Microsoft Excel, alpha/numeric data entry, typing, and 10-key.

Responsibilities

Establish and maintain new accounts, ensuring information is accurate.
Maintain stored account data, including addresses, government reporting information, funds disposition, and settlement instructions.
Resolve account problems involving incomplete, incorrect, or missing information.
Respond to sales-area inquiries about policies and procedures for new and changing accounts.
Assist other desks as needed to complete departmental work.
Work the comparison desk as scheduled and review daily reports of transactions that fail to electronically compare.
Identify discrepancies and provide the appropriate trading desk with accurate details.
Follow up to ensure outages are resolved and exchange trade information with the trading desk.
Maintain and distribute spreadsheets and reports, obtaining authorized signatures for records and files in accordance with regulations and established procedures.
Perform other tasks as assigned by management.