Account Services Specialist II
Job Summary
Supporting operational efficiency, the full-time Account Services Specialist II will manage transfer agency duties, including client communication, reconciliation processes, and collaboration with operational teams in a virtual environment.
Key responsibilities
- Coordinate technology integrations with external firms for onboarding and operational readiness
- Perform control reviews and data validation to ensure accuracy within internal systems
- Serve as a point of contact for clients and partners, addressing account-related inquiries
Required qualifications
- Bachelor's degree in business administration or a related field is preferred
- 2-4 years of experience in client services or a related field
- Background in the financial services industry
- Familiarity with operational standards, including SEC and IRS regulations
- Proficiency in Microsoft Office Suite and Adobe Acrobat
Complete Job Description
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