Account Services Specialist | 6-Month Temporary Assignment

Bradescobank; Coral Gables (FL); In loco; USD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

Bradesco Bank in Coral Gables, Florida is seeking an Account Services Specialist for an in-person role. You will support the operational and servicing needs of new and existing clients.

You will process maintenance requests, review W-8 forms for tax certification, analyze client service inquiries in the CRM, verify signatures, and scan documents into the Synergy imaging system. The ideal candidate has at least two years of Banking Operations experience.

Competenze

• Minimum of 2 years of experience in Banking Operations.

Mansioni

• Process Investment Platform and account maintenance requests for new and existing clients. Including updates to personal information, account titles, account types, and other service-related changes maintenances.
• Review and update W-8 forms to ensure proper tax certification and avoid withholding issues.
• Analyze and respond to client service requests submitted via the 360 CRM system.
• Perform signature verification for all client-submitted requests.
• Scan and allocate client documents into the imaging system (Synergy).
• Provide support for internal assistance when needed.

Conoscenze

Banking operations experience

Descrizione del lavoro

Only candidates with US Work Authorization will be considered.

Position Summary:In Person Position – Coral Gables, FL

The Account Services Specialist is responsible for supporting the operational and servicing needs of new and existing clients. This role involves processing account maintenance, handling inquiries, and ensuring compliance with internal procedures and regulatory requirements.

Primary Responsibilities:

• Process Investment Platform and Account maintenance requests for new and existing clients. Including updates to personal information, account titles, account types, and other service-related changes maintenances.
• Review and update W-8 forms to ensure proper tax certification and avoid withholding issues.
• Analyze and respond to client service requests submitted via the 360 CRM system.
• Perform signature verification for all client-submitted requests.
• Scan and allocate client documents into the imaging system (Synergy).
• Provide support for internal assistance when needed.

Education and Experience:

• Minimum of 2 years of experience in Banking Operations is preferred.

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.