Account Operations Specialist - Onboarding & Data Integrity

Jobtailor; Arizona; On-site; USD 42,000 - 65,000; Full time

Job summary

Jobtailor in Arizona is seeking an operations-focused professional to onboard or maintain client accounts, ensuring documentation accuracy, completeness and risk assessment. You will follow established guidelines to approve or decline account-opening requests, research and resolve data errors, respond to internal inquiries by email, and independently manage a caseload with tight due dates.

This role requires strong attention to detail, cross-team collaboration, and a commitment to providing

Qualifications

• Minimum 6 months’ experience in operations, banking, account management or customer service.
• Basic understanding of account opening process and policies.
• Experience resolving data inconsistencies in client documents and bank systems.
• Follows standard operating procedures.
• Experience interacting with partners via email and chat.
• Financial Center experience.
• Ability to handle heavy caseloads and complete tasks within the same day (24 hours).
• Experience using Microsoft Excel to analyze data, create lists, and track results.
• Experience using multiple systems and applications to complete tasks accurately.

Responsibilities

• Onboarding or maintenance of accounts by confirming accuracy, completeness and risk assessment of documentation or client account information.
• Find criteria to approve/decline account-opening requests according to established written guidelines and procedures.
• Research and resolve data errors by applying procedures and engaging support partners when needed.
• Respond to internal business partner inquiries via email and escalated challenging issues to leadership as needed.
• Independently manage a caseload of onboarding or maintenance requests, prioritizing tasks according to due dates and other factors.
• Develop understanding of end-to-end process flow, key steps, basic process controls, and upstream/downstream activities.
• Provide quality service and efficient operations support for internal business partners and external clients.

Skills

Account Management

Data Analysis

Standard Operating Procedures

Customer Service

Microsoft Excel

Tools

Microsoft Excel

Internal Bank Systems

Job description

Jobtailor in Arizona is seeking an operations-focused professional to onboard or maintain client accounts, ensuring documentation accuracy, completeness and risk assessment. You will follow established guidelines to approve or decline account-opening requests, research and resolve data errors, respond to internal inquiries by email, and independently manage a caseload with tight due dates.

This role requires strong attention to detail, cross-team collaboration, and a commitment to providing