Job Title: New Accounts Manager
Location: Miami, FL (In-Office Only)
Division: Muriel Siebert & Co., Inc.
Department: Brokerage Operations
Reports to: Director of Client Services
Job Type: Full-Time, In-Office (No Remote Option)
About Us:
Muriel Siebert & Co., Inc., a subsidiary of Siebert Financial Corp. (NASDAQ: SIEB), was founded in 1967 by Wall Street trailblazer Muriel “Mickie” Siebert — the first woman to own a seat on the New York Stock Exchange. We continue her legacy by delivering accessible, client-focused financial services across brokerage, advisory, and wealth management.
Position Overview:
We’re looking for a New Accounts Manager to join our Miami office. This is a full-time, in-office position (no remote work). The New Accounts Manager plays a key role in supporting clients and internal teams by opening brokerage accounts, handling all related paperwork and digital documentation, and ensuring a smooth onboarding experience.
You’ll also work closely with our Wealth Management team and gain exposure to multiple areas of the firm’s operations.
Key Responsibilities:
- Open a variety of brokerage accounts (individual, joint, retirement, trust, business, etc.)
- Process and review account paperwork (physical and online) for completeness and accuracy
- Communicate with clients regarding account status, required documentation, and onboarding questions
- Enter and manage client data in Siebert systems and custodial platforms
- Coordinate with Wealth Management and Compliance teams to ensure efficient processing
- Support digital onboarding tools, troubleshoot login issues, and assist with document uploads
- Learn and follow regulatory guidelines and firm procedures related to new accounts
Qualifications:
- Excellent attention to detail and organizational skills
- Strong written and verbal communication skills
- Ability to learn new platforms and systems quickly
- Interest in brokerage services and client experience
- Must be available to work on-site in our Miami office, Monday–Friday
- Unparalleled organizational and multitasking skills, with an eagle eye for detail.
- Stellar communication and interpersonal skills, able to connect effortlessly with high-profile clients and stakeholders.
- Mastery of Microsoft Office Suite and other relevant software.
- A dynamic personality that thrives in fast-paced environments and adapts to ever-changing priorities.
- Impeccable discretion and professionalism in handling confidential information.
- A bachelor’s degree in business administration, communications, or a related field is a plus.
Perks and Benefits:
- Competitive salary and top-tier benefits package.
- The thrill of working with industry icons and top-tier talent.
- A front-row seat to groundbreaking projects in multiple exciting industries.
- A collaborative and vibrant work environment.
- Opportunities for professional growth and advancement in a rapidly evolving company.
Salary :
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