New Accounts Representative jobs in Escondido, CA
New Accounts Representative opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Being a New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
Recently Added New Accounts Representative jobs
Client Service Associate (New Accounts)
- Pacific Investment Mgt Co. LLC
-
Solana Beach, CA
FULL_TIME
- PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Reporting to the New Accounts Manager, the Client Service Associate) will primarily be responsible for fulfilling new account administration initiated by Clients and Advisors, all while maintaining the team’s goal of deepening the trust our clients have placed in the firm. You will work as a liaison between our external clients and our internal investment professionals to ensure accurate oversight of the account implementation process. Principal Duties and Essential Functions: Properly document all aspects of the new account opening process, including, but not limited to, pre-filling new account custodial paperwork and investment management agreements, confirming accurate completion of client documents, and reviewing account set up for accuracy Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions Orchestrate team in development, documentation and maintenance of firm processes and procedures Work collaboratively with various teams within the firm – including firm management – to resolve and follow up on client requests and issues, as well as provide support as needed Participate in client meetings as an Operational expert as needed Assist in general administrative duties such as answering phones, directing phone calls, and duties as needed. Requirements/Qualifications: Bachelor’s degree from an accredited 4-year institution 2 years of experience in the Client Service arena, preferably within financial services High degree of accuracy, detail orientation and strong problem-solving skills Ability to take direction from multiple parties, work independently, balance multiple deadlines, and remain detail oriented and well organized Mature, innovative, self-starter with a strong aptitude to learn, willingness to take ownership of areas of responsibility, and strong desire to successfully see tasks from start to finish Outstanding verbal and written communication skills, and a “client first” attitude Strong interpersonal and problem-solving skills with the ability to work effectively in and contribute to a dynamic, fast paced team environment Ability to work independently and in a collaborative team environment Proficiency in Excel, Word, and Outlook Experience with CRM, Appian and Archer preferred Working knowledge of operations and client service preferred; FINRA registrations are a plus. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 75,000.00 - $ 80,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. We believe that active management is the responsible way to invest our clients' assets in fixed income. For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Our clients rely on an investment process that has been tested in virtually every market environment. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. We innovate to give our clients an edge. Innovation has long been part of the fabric of PIMCO’s culture. Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors.
- 10 Days Ago
Business Development Manager - New Customer Accounts
- L&T Precision LLC
-
Poway, CA
FULL_TIME
- JOB PURPOSE: This position is responsible to identify new customers within target markets, develop customer relationships and materialize new customer revenue. This position manages new customer accou...
- 6 Days Ago
Jr. Community Representative (New Home Sales)
- J.F. Shea Family of Companies
-
San Diego, CA
FULL_TIME
- Educational Requirements: High School Diploma or GED required, some college/business or professional training preferred. Must have a valid, active California Real Estate License. Background and/or Exp...
- 4 Days Ago
New Business Sales Representative ($18-$42/hr. + Bonus!)
- Rivo Holdings
-
San Diego, CA
FULL_TIME
- Join our dynamic call center Sales team where every call you make puts you one step closer to unlocking unlimited earning potential!Elevate your career and amplify your income – it's not just a job – ...
- 11 Days Ago
Accounts Payable
- Robert Half
-
San Diego, CA
CONTRACTOR
- Company DescriptionWe are a rapidly growing company seeking a detail-oriented and experienced Accounts Payable Specialist for a contract position. Our company values accountability, integrity, and tea...
- Just Posted
Accounts Receivable
- Robert Half
-
Poway, CA
OTHER
- We are seeking an Accounts Receivable Clerk in Poway, California, for an exciting opportunity in the municipality industry. This role involves providing office support related to customer accounts, pr...
- 30 Days Ago
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0 New Accounts Representative jobs found in Escondido, CA area
Strategic Account Manager - Hybrid / On-Site ( near San Diego CA )
- AssistRx
-
Carlsbad, CA
- The Account Manager cultivates and maintains AssistRx's relationship with our Pharmaceutical manufacturing partners. In ...
- 6/4/2024 12:00:00 AM
Digital Account Director
- Havas Edge
-
Carlsbad, CA
- The Digital Account Director will serve as the senior point of contact for our clients across multiple accounts, leading...
- 6/4/2024 12:00:00 AM
Territory Sales Manager - (Based Salary + Commission)
- Daikin Comfort
-
Escondido, CA
- Description May include: Plan, organize, maintain, develop, and grow a volume driven and profitable base of approximatel...
- 6/3/2024 12:00:00 AM
Call Center Insurance Agent (Sales, Customer Service)
- Freeway Insurance Services America LLC
-
Escondido, CA
- Sign-On Bonus Opportunity of up to $4,000* Pay Range: $65000 - $150000 / year Our Perks: Unlimited/Uncapped commission L...
- 6/3/2024 12:00:00 AM
Business Development Manager
- COPAN Diagnostics, Inc.
-
Carlsbad, CA
- BUSINESS DEVELOPMENT MANAGER San Diego-Based Role Traveling 75% Western Region Entry Level Experience 5-7 Years Job Summ...
- 6/3/2024 12:00:00 AM
Branch Operations Specialist (Floater) OR Branch Operations Officer (Floater)
- Poppy Bank
-
Del Mar, CA
- Job Type Full-time Description This posting is a recruitment for either a Branch Operations Specialist or a Branch Opera...
- 6/2/2024 12:00:00 AM
Call Center Insurance Agent (Sales, Customer Service)
- Freeway Insurance Services America LLC
-
Vista, CA
- Sign-On Bonus Opportunity of up to $4,000* Pay Range: $65000 - $150000 / year Our Perks: Unlimited/Uncapped commission L...
- 6/2/2024 12:00:00 AM
Bank Sales & Service Representative (Universal Banker)
- First Citizens Bank
-
Escondido, CA
- Overview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and...
- 5/23/2024 12:00:00 AM
About Escondido, California
According to the United States Census Bureau, the city has a total area of 37.0 square miles (96 km2). 36.8 square miles (95 km2) of it is land and 0.2 square miles (0.52 km2) of it is water. The total area is 0.48% water.
The city is growing at a rapid rate with new communities like Hidden Trails appearing at the east end of East Valley Parkway. The city proper is surrounded by several sparsely populated unincorporated communities. These include Jesmond Dene and Hidden Meadows to the north; Felicita Park to the southwest; and Rincon Del Diablo to the southeast. Residents of these communities...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$38,784 to $47,962
Escondido, California area prices
were up 2.6% from a year ago
were up 2.6% from a year ago
What does a New Accounts Representative do?
New Accounts Representative in Appleton, WI
New accounts representatives work with clients interested in opening accounts with financial institutions, such as banks or credit unions.
December 29, 2019
New Accounts Representative in Canton, OH
New accounts clerks interview people who want to open accounts in financial institutions.
December 28, 2019