Remote General Process Account Services Specialist I

Job is Expired
Location: Nationwide
Compensation: Hourly
Staff Reviewed: Wed, Aug 03, 2022

Job Summary

A business services provider has a current position open for a Remote General Process Account Services Specialist I.

Candidates will be responsible for the following:

  • Learning and initiating incoming transfers by sending transfer paperwork to delivering custodian
  • Learning and establishing new accounts by entering all customer information from New Account Application
  • Learning and reviewing new account paperwork to ensure account meets compliance requirements

Qualifications Include:

  • Minimum 1- 3 years (relevant) experience in client service or related field required
  • Minimum of a bachelor's degree in Business Administration or related field required
  • Proficient in Microsoft Office Suite
  • Ability to multi-task while maintaining careful attention to detail

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