Jobs
>
Orlando

    Account Management Associate - Orlando, United States - Dynasty Financial Partners

    Dynasty Financial Partners
    Dynasty Financial Partners Orlando, United States

    2 weeks ago

    Default job background
    Description

    JOB OVERVIEW:


    The Account Management Associate is responsible for facilitating the onboarding process for new clients and managing account setup within the organization's platform.

    This role involves working closely with clients, internal teams, and external partners to ensure a smooth and efficient onboarding experience.

    The New Accounts Associate will provide excellent customer service, conduct thorough due diligence, and adhere to regulatory requirements to establish new accounts successfully.


    RESPONSIBILITIES:

    Client Onboarding:
    Guide new clients through the onboarding process, ensuring a positive and seamless experience. Collect and review client documentation, conduct necessary due diligence, and obtain all required information for new account setup.

    Account Setup:
    Set up new client accounts within the organization's platform, ensuring accurate and timely data entry. Verify account details, configure account settings, and perform system updates to enable proper account functionality.

    Documentation and Compliance:
    Ensure compliance with regulatory requirements, internal policies, and industry standards during the onboarding process. Collect and review necessary legal and regulatory documentation, perform risk assessments, and escalate any potential compliance issues.

    Communication and Coordination:
    Collaborate with internal teams, such as sales, legal, and compliance, to facilitate the onboarding process.

    Maintain regular communication with clients, providing updates on the status of their account setup and addressing any questions or concerns.


    Relationship Management:
    Develop and maintain positive relationships with new clients during the onboarding phase.

    Act as a primary point of contact, providing exceptional customer service and addressing client inquiries or issues promptly and effectively.


    Process Improvement:
    Identify opportunities for process improvement and efficiency in the onboarding workflow. Work with cross-functional teams to streamline processes, enhance data quality, and automate manual tasks wherever possible.

    Training and Support:

    Provide training and support to clients on the use of the organization's platform, including navigation, functionality, and account management features.

    Address client inquiries related to account setup and usage, troubleshoot issues, and escalate technical problems as necessary.

    Data Management and Reporting:
    Maintain accurate and up-to-date client information in the organization's systems and databases. Generate reports and metrics related to the onboarding process, account status, and client activities as needed.

    Quality Assurance:
    Conduct quality checks and reviews to ensure accuracy and completeness of client documentation and account setup. Implement measures to minimize errors, mitigate risks, and maintain data integrity.

    Stay Informed:
    Stay updated on industry trends, regulations, and best practices related to client onboarding and account setup. Continuously expand knowledge of the organization's products, services, and platform functionality.

    Requirements


    QUALIFICATIONS
    Bachelor's Degree in Business Administration, Finance, or a related field.
    Proven experience in customer service, account management, or operations support, preferably in the financial services industry.
    Strong attention to detail and ability to handle and process complex information accurately.
    Strong communication skills (both oral and written) and interpersonal skills.
    Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines.
    Detail oriented and thorough in completing projects/tasks.
    Must be able to partner, collaborate and work in a team environment.

    Benefits

    Health Insurance
    Dental insurance
    Vision insurance
    Retirement plan 401(k)
    401(k) matching
    Paid Time Off
    FSA/HSA benefits plans
    Disability benefits
    Voluntary Life Insurance
    Basic Life Insurance


    EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

    #J-18808-Ljbffr
  • Ralph Lauren

    Associate Manager

    3 weeks ago

    Ralph Lauren Orlando, United States

    Ref #: · W148794 · Department: · Retail · City: · Orlando · State/Province: · Florida · Country: · United States · Shift: · Pay Range Max · Pay Range Min · Company Description · - Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of p ...

  • FIFCO USA/Genesee Brewery

    Associate Brand Manager

    3 weeks ago

    FIFCO USA/Genesee Brewery Orlando, United States

    **JOB SUMMARY** · - The Seagram's team manages a brand portfolio across the flavored hard beverage segment. The portfolio is anchored by its flagship, Seagram's Escapes along side the growing Seagram's Spiked, focused on c-store segment and the exciting new launch of Seagram's Re ...

  • Darden RSC

    Associate Manager, Consumer Insights

    3 days ago

    Darden RSC Orlando, United States

    JOB OVERVIEW: · The Consumer Insights Associate Manager provides executional and analytical support for custom and syndicated research projects for internal restaurant brand clients. The Associate Manager is expected to make proactive contributions by identifying where consumer i ...

  • L3Harris Technologies

    Associate Manager, Administration

    2 weeks ago

    L3Harris Technologies Sanford, United States

    **Job Title: Career Development & Student Engagement Associate Manager (Assoc Mgr., Administration)** · **Job Code: 11083** · **Job Location: Sanford, FL (On-Site)** · **Job Schedule: 1**st** Shift** · The Career Development & Student Engagement Associate Manager will be responsi ...

  • Consumer Products Games & Publishing

    Associate Sourcing Manager

    2 weeks ago

    Consumer Products Games & Publishing Kissimmee, United States

    **About the Role & Team**: · The Associate Sourcing Manager (ASM), Global Sourcing develops and leads partnerships with best-in-class suppliers and internal partners as they pertain to the sourcing and production of best-in-category Disney-branded merchandise. In partnership with ...

  • Marriott Vacations Worldwide

    Association Management

    1 week ago

    Marriott Vacations Worldwide Orlando, United States Full time

    Are you ready to grow your dream career while making others' vacation dreams come true? Marriott Vacations Worldwide is a world premier organization for Vacation Ownership with resorts at destinations around the globe. Join our team and help deliver unforgettable experiences that ...

  • AdventHealth Corporate

    Associate Project Manager Wcrc

    3 weeks ago

    AdventHealth Corporate Altamonte Springs, United States

    **All the benefits and perks you need for you and your family**: · - Benefits from Day One · - Career Development · - Whole Person Wellbeing Resources · - Mental Health Resources and Support · **Our promise to you**: · Joining AdventHealth is about being part of something bigger. ...

  • Riderflex

    Associate Manager

    1 week ago

    Riderflex Orlando, United States

    Job Description · Job DescriptionRecruiting Firm Riderflex has been hired by our client, Tommy Hilfiger (PVH), to find their Associate Manager. · Company: Tommy Hilfiger (PVH) · Title: ASSOCIATE MANAGER · Industry: Retail (High Volume Store) · Location: 8200 Vineland Avenue, Sui ...

  • Riderflex

    Associate Manager

    3 weeks ago

    Riderflex Orlando, United States

    Job Description · Job DescriptionRecruiting Firm Riderflex has been hired by our client, Tommy Hilfiger (PVH), to find their Associate Manager. · Company: Tommy Hilfiger (PVH) · Title: ASSOCIATE MANAGER · Industry: Retail (High Volume Store) · Location: 8200 Vineland Avenue, Sui ...

  • Ralph Lauren

    Associate Manager

    2 weeks ago

    Ralph Lauren Orlando, United States OTHER

    Company Description · Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and d ...

  • L3Harris Technologies

    Associate Manager, Flight Instruction 1

    1 week ago

    L3Harris Technologies Sanford, United States

    **Job Title: Associate Manager, Flight Instruction** · **Job Location**: Sanford, FL** · **Job Schedule: 5/8; Onsite-1st shift** · Oversees Domestic, International Flight Programs for the Academy. Ensures program quality and that the students graduate within course guidelines. · ...

  • BNY Mellon

    Associate, Relationship Management

    2 weeks ago

    BNY Mellon Lake Mary, United States

    Overview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...

  • BIGEYE Agency

    Associate Account Manager

    3 weeks ago

    BIGEYE Agency Orlando, United States

    Bigeye is an audience-focused, creative-driven, full-service advertising agency that crafts deeply compelling brand experiences and the strategies that ensure they reach the right people, in the right place, at the right time. The Bigeye team of strategists, account managers, cre ...

  • Leland Management

    Community Association Manager

    2 days ago

    Leland Management Orlando, United States

    Job Type · Full-time · Description · Join our team Leland Management is seeking a experienced Portfolio Community Association Manager in the Orlando area. The position is full-time with great benefits. · Description · Property Managers are certified and licensed by the State ...

  • PVH Corp.

    Associate Store Manager

    3 weeks ago

    PVH Corp. Orlando, United States

    Design Your Future at PVH · Associate Store Manager - Tommy Hilfiger - Orlando, FL The Associate Managers primary function is to manage all aspects of the store, including all personnel, product and merchandising functions, business processes and results for his/her store and th ...

  • Leland Management

    Community Association Manager

    3 days ago

    Leland Management Orlando, United States

    Job Type Full-timeDescriptionJoin our team Leland Management is seeking a experienced Portfolio Community Association Manager in the Orlando area. The position is full-time with great benefits.DescriptionProperty Managers are certified and licensed by the State of Florida for Com ...

  • Raymond James

    Associate Communications Manager

    3 weeks ago

    Raymond James Orlando, United States

    Job Description - Associate Communications Manager · Job Description · Associate Communications Manager · - · 2401451 · Description · Job Summary · With limited input and using specialized knowledge and skills obtained through education and experience, provides strategy direct ...

  • The AMES Companies, Inc.

    Associate Product Manager

    3 weeks ago

    The AMES Companies, Inc. Orlando, United States

    WHY JOIN THE AMES COMPANIES · We have amazing Benefits Medical, Dental, Vision, Life Insurance, Wellness, 401K, Holidays Employee Assistance Program, Vacation Days, Disability, Employee Stock Option Plan. · WHO WE ARE · The AMES Companies, headquartered in Lake Nona-Orlando, ...

  • Weston Heated Apparel

    Associate Project Manager

    2 weeks ago

    Weston Heated Apparel Orlando, United States

    We are a growing ecommerce company seeking a dynamic and proactive individual to join our team as a Project Manager Associate. This position requires exceptional organizational skills, strong communication abilities, and the ability to multitask effectively in a fast-paced enviro ...

  • Tentek, Inc.

    Associate Product Manager

    4 weeks ago

    Tentek, Inc. Orlando, United States

    Associate Product Manager · Client location: Orlando, FL · Work location: Orlando, FL (hybrid schedule, 2 days/week onsite) · Duration of Assignment: 12+ months · W2 Only Position · JOB DESCRIPTION: · What You'll Do: · Champion the digital Guest experience, advocating on the Gue ...