Account Support Specialist – Trust Ops & Transactions

Fuse3 Solutions; Tulsa (OK); Presencial; USD 33.000 - 40.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement plan

Career growth opportunities

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Descripción del empleo

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.