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Analyst - Brokerage Operations (Charlotte, NC)Tiaa-cref - Denver, COAnalyst, Brokerage Operations (Charlotte, NC)%0A The Brokerage Operations Analyst will be responsible for a variety of tasks associated with the opening, funding and on-going maintenance of discretionary managed, fee-based accounts as well as the self directed accounts. Qualified candidates will quickly acclimate to a fast-paced environment.%0A %0A Responsibilities%0A%0A * New account enrollments%0A * Transfer of assets (ACAT and non-ACAT)%0A * Deposit of client funds%0A * Various account maintenance processing/updates%0A * Review client initiated trades for approval%0A * Monthly/Quarterly advisory fees.%0A * Responsible for clearly communicating requirements to open, fund and maintain a TIAA-CREF brokerage/managed account%0A * Ability to follow-up on items requiring additional informationin...originally from Job.com - More Tools...
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