Investment Client Srvcs Analyst (New Accounts) - Hybrid

About the Job The New Accounts team within Investment Client Services supports our field partners and clients by completing new account requests accurately and efficiently in a regulated, client-focused environment. This role provides end-to-end ownership of new account inquiries and transactions, including reviewing account-opening documentation, resolving complex issues, managing escalations, and partnering with Financial Representatives to support a smooth account-opening experience. The role requires strong attention to detail, sound judgment, and strict adherence to confidentiality and client data privacy standards.  What You’ll Do Deliver a personalized and remarkable experience by answering new account questions, explaining available servicing options, and guiding Financial Representatives through the account-opening process in a call center environment. Resolve basic, intermediate, and complex new account inquiries and transactions within a registered area. Review new account requests and supporting documentation for accuracy, completeness, and alignment with established procedures and regulatory requirements. Research and evaluate solutions to complex new account issues, including identifying root causes, addressing exceptions, and resolving escalations. Take ownership of new account inquiries and transactions from initial submission through resolution, anticipating potential issues to reduce delays, repeat contacts, and unnecessary transfers. Effectively de-escalate challenging situations while guiding Financial Representatives through complex or unique new account requirements. Serve as a trusted advocate for Financial Representatives and partner with them to support the needs of their clients throughout the account-opening process. Promote available technology and self-service capabilities by educating Financial Representatives on tools and resources that support new account submissions. Understand the risks and potential client impacts associated with new account transactions, documentation, and account setup. Understand how systems connect to new account processes and outcomes and clearly explain system capabilities and limitations to others. Work effectively through ambiguity and changing requirements within a regulated environment to deliver accurate and positive outcomes. Support team members through process, technology, and regulatory changes and help others adapt to new ways of working. Build professional relationships with team members, field partners, and clients to strengthen trust and brand loyalty. Balance phone and transactional responsibilities while maintaining accuracy, confidentiality, and client data privacy. Identify opportunities to improve new account processes, reduce delays, and enhance the experience for Financial Representatives and clients. Coach, m...