Account Services Specialist I

Austin, Texas, United States · Client Services · CS2019001


The Account Services Specialist I reports to the Director, Onboarding Operations. The primary responsibility of this position is to establish and maintain a wide variety of account and product types, focusing on non-Advisory and Advisory brokerage accounts. The employee will utilize various tools in order to efficiently and accurately establish and maintain client accounts while providing high levels of quality and service to our advisors and their staff.

To perform this job successfully, individual must be able to perform each essential duty satisfactorily:



A brand new state of the art building in Southwest Austin with a basketball court, volleyball court, baseball field, walking trails, unlimited coffee, tea, and sparkling water.

Full health, vision, dental, 401(k) plans along with a host of voluntary plans such as car insurance, legal services, and more.

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