Account Fulfillment Specialist

IT Accel, Inc.; New York (NY); On-site; USD 31,684 - 39,950; Full time

Job summary

A financial services company is seeking an Account Fulfillment Specialist responsible for supporting internal teams and clients by ensuring accurate account setups in compliance with regulations. The role involves processing documentation for new deposit accounts, maintaining client information, and enhancing client experiences. Candidates should possess a strong banking background with excellent communication and organizational skills. This position offers a competitive hourly wage in a contract role.

Qualifications

• 3-5 years of banking or account servicing experience required.
• Experience supporting commercial or corporate clients preferred.

Responsibilities

• Partner with Client Service Specialists for account documentation.
• Review and ensure accuracy of incoming account paperwork.
• Process client account maintenance requests.
• Maintain accurate information across internal systems.
• Identify opportunities to refer clients to other business areas.
• Prioritize and process urgent requests.

Skills

Strong understanding of banking products

Ability to manage tasks in a fast-paced environment

Proficiency with Microsoft Office

Excellent written and verbal communication skills

Strong organizational skills

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Microsoft Office

Salesforce

Job description

Position Overview

The Account Fulfillment Specialist is responsible for supporting both internal teams and external clients by ensuring new accounts are set up accurately, promptly, and in compliance with all regulatory and documentation requirements. This role works closely with Client Service Specialists to support onboarding, account maintenance, and overall service delivery for deposit accounts.

Key Responsibilities

• Partner with Client Service Specialists to prepare and process all documentation required for opening new deposit accounts.
• Review incoming account paperwork to ensure accuracy, completeness, and adherence to regulatory standards.
• Process client account maintenance requests, including updates to client information and account records.
• Support the client experience by helping identify client needs and ensuring requests are handled professionally and efficiently.
• Maintain accurate, up-to-date information across internal systems and platforms.
• Collaborate closely with internal teams to ensure clear communication and alignment on onboarding tasks and account requirements.
• Identify potential opportunities to refer clients to other business areas when additional products or services may be beneficial.
• Work to meet established service standards while ensuring accuracy and timeliness in all tasks.
• Prioritize and process urgent requests with careful attention to detail and a strong sense of urgency.

Knowledge, Skills, and Abilities

• Strong understanding of banking products, deposit account structures, and internal procedures.
• Ability to work independently and manage tasks in a fast‑paced environment.
• Proficiency with Microsoft Office, email systems, and banking platforms; familiarity with CRM tools such as Salesforce is preferred.
• Strong attention to detail and the ability to manage complex tasks with sound judgment and analytical thinking.
• Excellent written and verbal communication skills for interacting with both clients and internal teams.
• Strong organizational skills, with the ability to multitask and prioritize effectively.
• Knowledge of commercial and corporate deposit account types, treasury management services, and online banking tools.

Education & Experience

Required:

• High school diploma or GED, plus 3-5 years of banking or account servicing experience.

Preferred:

• Bachelor’s degree.
• Experience supporting a range of commercial or corporate clients, including industries such as real estate, healthcare, government, or commercial and industrial sectors.

Base Pay Range

$23.00/hr - $29.00/hr

The range is provided by IT Accel, Inc.. Your actual pay will be based on your skills and experience—talk with your recruiter to learn more.

Contract Details

6-Month Contract