Account Operations Specialist

Strategic Staffing Solutions; Irving (TX); On-site; USD 28,000 - 36,000; Full time

Job summary

Strategic Staffing Solutions in Irving, TX seeks an Account Operations Specialist to support client accounts, process account openings, and coordinate cross-team tasks. The role emphasizes accuracy, compliance, and collaboration across internal systems.

The position involves building accounts, generating documentation for clients, and helping resolve issues, with ongoing cross-system coordination. This 6-month contract offers $23 per hour (W2) and may extend or convert to full-time based on

Qualifications

• Proficient in Microsoft Word, Windows, PowerPoint and Outlook.
• Strong analytical and problem-solving capabilities.
• Clear written and verbal communication with high attention to detail.
• Ability to work collaboratively across organizational levels.

Responsibilities

• Process account opening requests and build accounts in internal systems.
• Generate required documentation and coordinate team tasks as requested.
• Ensure data accuracy, compliance adherence, and high quality service delivery.
• Log workflows and issue resolutions accurately.
• Collaborate across multiple systems and platforms to resolve issues.
• Support special projects and apply business judgment to identify unusual activities.

Skills

Analytical thinking

Communication skills

Attention to detail

Team collaboration

Time management

Multitasking

Problem solving

Under pressure

Education

Bachelor's Degree in Finance or Business

Tools

Microsoft Office Suite

Job description

Job Title: Account Operations Specialist

Location: Irving, TX

Duration: 6 months + Possibility to Extend and/or Convert to FTE

Pay Rate: $23/HR (W2 Only)

Job/Role Description:

• This role helps support the operational setup and maintenance of client accounts within the firm's internal systems. This position will process account opening requests, generate required documentation, and coordinate team-specific tasks as requested by the business.
• This position will ensure high quality service delivery through accurate data entry, adherence to compliance policies, and effective cross-team collaboration.
• Review and process account opening requests, building out accounts in internal systems and generating documents to send to clients
• Coordinate and process team specific tasks as requested by the business
• Work across multiple systems and platforms
• Interface with teams and businesses to resolve on-going issues and answer specific policy questions
• Provide support and work on special projects as requested
• Apply business judgment to identify unusual or suspicious activities and escalat... as appropriate
• Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
• Accurately log and document workflows and issue resolutions

Required Qualifications

• Working knowledge of Microsoft products including Word, Windows, PowerPoint, and Outlook
• Proven analytical skills and problem-solving ability
• Superior written and verbal communication skills
• Sound judgment and outstanding attention to detail
• Ability to work collaboratively with all levels of the organization
• Flexible and able to work well under pressure in a team environment
• Self-motivated with excellent time management and organizational skills
• Ability to multi-task and prioritize effectively

Preferred Qualifications

• Advanced knowledge of Excel
• Bachelor's Degree, preferably with a concentration in Finance or Business
• Previous experience in a financial services or operations environment
• Experience working in a team-oriented, collaborative environment
• Proven ability to apply business judgment to identify unusual or suspicious activities
• Strong customer service orientation
• Highly self-motivated and directed