Account Support Associate

Fuse3 Solutions; Tulsa (OK); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Career growth opportunities

Job summary

Fuse3 Solutions is seeking an Account Support Associate in Tulsa, OK to support daily client service operations within a financial services team. You will handle new accounts, distributions, wires, and electronic documentation while coordinating with Advisors and Operations to ensure accurate, timely processing and compliance.

This role emphasizes detail, multi-system navigation, and collaboration across Client Service, Advisors, and Trust Operations.

Qualifications

• 1 to 3 years experience in a financial services environment.
• Strong understanding of accounting principles and data analysis.
• High attention to detail and ability to manage multiple priorities.

Responsibilities

• Process new account openings, updates, and audits in CSS and set up statements.
• Coordinate electronic access requests with Operations and update Advisors/CSAs when setup is complete.
• Research and process wires, ACH transfers, checks, and internal transfers per workflows.
• Monitor shared inbox requests for distributions and transactions and coordinate approvals over thresholds.
• Establish and maintain distribution ticklers including ACH payout ticklers.
• Scan and manage electronic documents and maintain Original Document files.
• Upload and maintain transaction records and supporting materials in Trust Notes.
• Collaborate with Advisors, CSAs, and Operations on client service requests.
• Reconcile discrepancies and escalate system issues or unusual transactions.

Job description

Job Title: Account Support Associate
Account Support / Trust Operations / Financial Services
Job Post Open Dates: 10/27/26 - 11/16/26
Work Type: On-site
Location: Tulsa, OK

About the Workplace

Join a growing financial services team that works hand in hand with Client Service Associates, Advisors, and Trust Operations to deliver exceptional client service. Organized, process-driven team players are trusted here to own their work in a collaborative, supportive culture.

About the Role

This Account Support Associate supports daily client service operations and the accurate, timely execution of key account processes, including financial transactions, distribution management, and new account setup. You will use independent judgment to prioritize your work and elevate exceptions as needed.

What You Will Do

• Process new account openings, updates, and audits, including establishing accounts in CSS and setting up statements and variable payout ticklers
• Coordinate electronic access requests with Operations and update Advisors and Client Service Associates when setup is complete
• Research, initiate, and process outgoing wires, ACH transfers, checks, and internal transfers following established workflows and approval requirements
• Monitor shared inbox requests for distributions and transactions, and coordinate approvals for transactions over thresholds
• Establish and maintain distribution ticklers, including ACH variable payout ticklers
• Scan and manage electronic documents and maintain Original Document (OD) files in line with retention standards
• Upload and maintain transaction records, emails, screenshots, and supporting materials in Trust Notes
• Collaborate with Advisors, Client Service Associates, and Operations on client service requests
• Reconcile discrepancies and elevate system issues or unusual transactions
• Assist with additional projects and other duties as assigned

Candidate Requirements

Required:

• 1 to 3 years of experience in a financial services environment, preferably in a support or operations role
• Strong understanding of accounting principles, data analysis, and record retention practices
• High attention to detail and strong organizational skills, with the ability to manage multiple priorities
• Proficiency with Microsoft Office (Outlook, Word, Excel), 10-key, scanners, and office phone systems
• Ability to navigate multiple systems and workflows efficiently
• Strong written and verbal communication skills
• Strong team player who demonstrates the company’s core values

Preferred:

• Associate’s or Bachelor’s degree in business, finance, accounting, administration, or a related field (equivalent experience considered)
• Experience with CSS, Trust Notes, and electronic banking or transaction processing platforms

Compensation and Benefits

Pay: $24.04 - $28.85/hourDOE
Employment Type: Contract to Hire
Hours: Full-time, standard business hours
Benefits: Health insurance, retirement plan, and other employee benefits, with opportunities for career growth

About Fuse3 Solutions

Fuse3 Solutions is a professional staffing agency serving Oklahoma employers and job seekers with relationship-driven recruiting and personalized hiring solutions. We specialize in direct hire, contract, contract-to-hire, and temporary staffing across accounting, finance, IT, administrative, legal, human resources, and other professional industries. At Fuse3, we believe the right fit is about helping people and businesses thrive.

#TulsaJobs #OklahomaJobs #FinanceJobs #AccountSupport #FinancialServices #Hiring

Fuse3 Solutions is an Equal Opportunity Employer. Fuse3 Solutions provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request.