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Accounting Associate
3 weeks ago
EVOTEK, Inc. San Diego, California, United States PermanentEVOTEK is North America's premier enabler of secure digital business focused on innovation. With an integrated set of technical domains, including data center, network, security, cloud, and communications, EVOTEK provides a cohesive approach to digital initiatives while driving b ...
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Accounting Associate
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Ticket Sauce San Diego, United StatesJob Description · Job DescriptionTicketSauce is an innovative, fast-paced event management platform. We build the technology to allow organizations the ability to create, share, find and attend events. Festivals, marathons, conferences, business events, concerts, venues, associat ...
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Account Associate
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Account Associate
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Accounting Associate
1 week ago
EVOTEK San Diego, United StatesEVOTEK is North America's premier enabler of secure digital business focused on innovation. With an integrated set of technical domains, including data center, network, security, cloud, and communications, EVOTEK provides a cohesive approach to digital initiatives while driving b ...
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Accounting Associate
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LanceSoft San Diego, United StatesIf you are interested in this job and need more details, please send me (Harpreet) your resume on and call/ text me on Thanks · Job Title: ccounting Associate · Location: West San Diego CA 92121 · Duration: 0 - 6 Months Contract · Hours: 08:00 AM - 05:00 PM (Mon - Fri) · J ...
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Account Associate
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Evoke San Diego, United StatesScience/Biotech Communications Associate (Account Associate) · Our Biotech team at Inizio Evoke Comms is an integrated communications agency specializing in biopharma, digital health and genomics/tools providers. Our services include corporate communications, public relations, i ...
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Associate Account Manager
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ArcBest II: Panther San Diego, United StatesWhat You'll Do ArcBest is a leading logistics company with creative problem solvers who deliver integrated solutions for complex supply chain challenges.Wanting to join the ArcBest family? In our search for top talent, we are looking for those that will further enable us to deliv ...
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Associate Account Manager
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Accounts Receivable Associate
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Channel Account Associate
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Fund Accounting Associate
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TMF Group San Diego, United StatesFund Accounting Associate · Job no: 571795 · Work type: Full time · Location: San Diego, California, United States · Categories: Funds · Office Location: USA - San Diego · We never ask for payment as part of our selection process, and we always contact candidates via our corpor ...
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Associate Project Accountant
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Channel Account Associate
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BioLegend San Diego, United StatesJob Summary · The Channel Account Associate will provide customer service and sales support to Business Development and Sales teams for non-standard terms of sale transactions. The Associate will coordinate with internal departments to determine availability, pricing, and lead ti ...
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Associate Sales Account Manager
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Sony UK Technology Centre San Diego, United States Full timeSony Electronics Inc. is looking for the risk-takers, the collaborators, the inspired and the inspirational. We want the people who are brave enough to work at the cutting edge and create solutions that will enrich and improve the lives of people across the globe. In addition to ...
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TEMP - Associate Director, Accounting
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Poseida Therapeutics, Inc. San Diego, United StatesThe Associate Director of Accounting will be responsible for assisting in managing the day-to-day accounting functions including the financial close process, internal and external reporting, and maintenance of effective internal controls. The positio Accounting, Director, Associa ...
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Account Associate
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Evoke San Diego, United StatesScience/Biotech Communications Associate (Account Associate) · Our Biotech team at Inizio Evoke Comms is an integrated communications agency specializing in biopharma, digital health and genomics/tools providers. Our services include corporate communications, public relations, i ...
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Associate Customer Account Manager
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AMN Healthcare San Diego, United StatesWelcome to AMN Healthcare: Where Your Career Becomes the Next Big Success Story · Ever wondered what it takes to build one of the largest and most successful healthcare staffing and total talent solutions companies? It takes trailblazers, innovators, and amazing people like you. ...
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Associate Director, Research Accounting
3 weeks ago
Salk Institute San Diego, United States· Job location is at · 10240 Science Center Dr, · San Diego, CA 92121 · Working with the Sr. Director of Research Accounting, incumbent aids in defining quality standards for the Research Accounting Department and regularly reviews compliance to those standards. · Responsible ...
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Associate Renewal Account Manager
5 days ago
ServiceNow San Diego, United StatesJob Description · What you get to do in this role: · Partner with Digital Sales to support renewal touch points with the customer. · Identify customer needs, demonstrating account management skills to guide renewal closure. · Understand ServiceNow licensing models to provide ...
New Accounts Associate - San Diego, United States - Investment Placement Group
Description
Are you detail-oriented and thrive in roles requiring meticulous attention and a commitment to excellence? Join us as a New Accounts Associate at IPG This role offers the unique opportunity to support our international clientele through critical onboarding processes, ensuring a seamless introduction to our wealth management services. If you're eager to make an impactful contribution in a dynamic environment, we want you on our team.
About Us:
IPG is a premier wealth management firm dedicated to providing exceptional financial services to our predominantly High-Net worth Latin clientele residing outside the U.S. Our commitment to excellence, integrity, and personalized client service sets us apart in the industry. Joining our team means being part of a supportive and dynamic environment, where every associate plays a critical role in our mission.
Role Summary:
The New Accounts Associate is pivotal in facilitating our client's journey from the initial account opening to ongoing account maintenance. This role, which is part operations and part compliance, demands a meticulous and reliable individual who thrives in a fast-paced environment. The ideal candidate is bilingual, fluent in both English and Spanish, should be a superstar in administrative capabilities, eager to apply their skills in a new domain where detailed compliance and operational management are key. We are committed to training the right individual who can grow into this role, providing them with all the tools necessary for success.
Key Responsibilities:
· Assist in the account opening process, ensuring accuracy and compliance with regulatory standards.
· Distinguish between different account types and apply appropriate procedures.
· Manage client onboarding, including data entry and documentation collection, within set timeframes.
· Review and verify documentation for new advisory and brokerage accounts.
· Serve as a primary contact for operational inquiries, providing timely and accurate assistance.
· Maintain strict adherence to security protocols and regulatory compliance.
· Engage in mandatory training programs to enhance expertise in relevant areas.
Required Skills and Qualifications:
· At least 2 years of proven administrative experience, with a strong ability to manage multiple tasks efficiently.
· Fluent in English and Spanish, with excellent verbal and written communication skills.
· Strong organizational skills, with the ability to multitask and work independently under pressure.
· Proficient in Microsoft Office Suite, Adobe Pro, and client onboarding platforms, NetX360 Pershing a plus.
· Demonstrates a proactive approach to problem-solving and detail-oriented work ethic.
· Some college education preferred; Bachelor's degree a plus.
· FINRA SIE Certification and FINRA Series 99 preferred or must obtain within 6 months of employment.
Benefits:
· 401(k) matching
· Health, Dental, Vision, Life insurance
· Paid time off, Sick time off
· Paid Federal Holidays
· 1 Day - Remote Work (after 90 days)
Pay: $50, $60,000.00 per year
Job Type: Full-time
