​O​perations Analyst - New Accounts

Posted: 07/12/17 | SHARE:


With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates.

Process application requests as they come in from sales teams on both the Goldman Sachs and Fidelity platform; 

Field questions and calls from sales teams pertaining to account opening policies/procedures and other maintenance items; 

Process completed applications received from clients on both the Goldman Sachs and Fidelity side to ensure they are in good order and opened in a timely manner; 

Maintain internal databases necessary to other business groups as it relates to new investment accounts; 

Work with Ayco PWM service teams to notify them of information pertinent to new accounts and trading/funding of those accounts; 

Process incoming checks received from clients for deposit into their Fidelity accounts; 

Monitor specific account restrictions/holds created by Fidelity and work with sales teams to address the restrictions/holds and remove them when appropriate; 

Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance. 


Bachelor’s degree with concentration in Business, Finance, or Accounting preferred; 

Experience in the Financial Industry preferred; 

Working knowledge of certain Microsoft products including Work, Excel, Windows, PowerPoint, and Outlook; 

Superior written and verbal communication skills; 

Ability to work collaboratively with all levels of the organization; 

Ability to work in a team environment and build relationships; 

Ability to interface with GS PWM and Fidelity Operations teams; 



Excellent organizational skills; 

Ability to multi-task.​

​For additional information, please visit our website at www.ayco.com. We offer a competitive salary, a comprehensive benefits package, and a high quality of work life.

To Apply 

Interested applicants should submit resume, cover letter noting position of interest, and salary requirements via e-mail to hresources@ayco.com

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