Account Specialist

We are seeking an experienced Account Specialist to support account onboarding, maintenance, and operational processes within a financial services environment. This role is responsible for coordinating account setup, managing documentation, ensuring regulatory compliance, and partnering with internal teams to deliver a seamless client experience.What You'll DoCoordinate account openings, transfers, and account maintenance activities.Prepare and review account documentation while ensuring accuracy and compliance.Collect and verify client onboarding information, including KYC documentation.Partner with internal teams to resolve account issues and support operational workflows.Maintain organized records and assist with account servicing and special projects.QualificationsBachelor's degree in Finance, Business, Economics, or a related field, or equivalent experience.5+ years of experience in investment operations, account administration, or financial services.Experience with account onboarding, transfers, and regulatory documentation (KYC/AML/CIP).Strong organizational, communication, and problem-solving skills.Proficiency with Microsoft Office and the ability to manage multiple priorities in a fast-paced environment.1.5 to 2 years of experience at a custodian or investment advisor.Experience with paperwork and processing for various account types (individual, revocable trust, irrevocable trust, entity, partnership accounts)