Account Data Management Analyst Role

Advance your career at Richardson Wealth as an Account Data Management Analyst, where you will focus on trading operations and data integrity. This position values strong organizational abilities and a client-oriented mindset.

As part of the Managed Accounts group, you will report to the Manager of Managed Accounts, managing trading activities and ensuring compliance through rigorous oversight. Your role will include reconciling data flows and supporting account management operations. Excelling under pressure is essential as you handle service requests and maintain high-quality interactions.

Key Responsibilities:
• Implement model changes and update records
• Identify and resolve data discrepancies timely
• Assist with clearing debits and service requests
• Conduct compliance audits on client portfolios
• Provide troubleshooting for advisor team inquiries

Requirements:
• 1-3 years in investment account programs<...