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New Accounts Associate IV

Houston, TX 77027

Posted: 02/04/2026 Employment Type: Contract Job Number: 27388488

Job Description

Pay Rate up to $33.00

Duties:
  • Works with branch and department colleagues on all aspects of the client on-boarding process.
  • Collaborates with Portfolio Management teams to process requests for new or existing accounts or best way to transfer assets into the firm.
  • Resolves inquiries and escalates as appropriate.

What You Will Do:
  • Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager.
  • Teams with client on-boarding and new account inquiries.
  • Prepare paperwork of all new accounts coming in through various legacy platforms (Rochdale and CNAM) as well as for the mid-net-worth platform, Symphonic Financial Advisors.
  • Open new accounts and process daily Outstanding Actions Report.
  • Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes.
  • Collect information from third parties and transcribe to Client systems and enter manually into system records, collect signatures and then open accounts data entry from pdfs into spreadsheets and salesforce.

Skills:
  • Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint.
  • Excellent verbal and written communications skills.

Meet Your Recruiter

Ashley Maldonado

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About Houston, TX

Discover exciting job opportunities in the vibrant region around Houston, Texas! Known for its thriving economy, diverse industries, and endless growth prospects, Houston offers an enticing landscape for career-minded individuals. With world-class museums like the Museum of Fine Arts and a rich culinary scene showcasing Tex-Mex delights, BBQ joints, and food trucks serving up local flavors, Houston is a melting pot of culture and creativity. Home to the renowned Space Center Houston, the historic Astrodome, and professional sports teams like the Rockets and the Astros, this region exudes energy and excitement. Embrace the charm of this dynamic area while exploring job listings that could lead you to a fulfilling career right here in Houston!
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison