Accounts Operations Analyst: Client & Process Expert

United States Digital Space LLC; Town of Florida (NY); On-site; USD 34,000 - 47,000; Full time

Job summary

United States Digital Space LLC in New Jersey seeks an Offboarding Associate to support the Private Bank offboarding process. You will handle account closures, review documentation, and ensure accurate asset or cash movements while coordinating with internal partners and clients.

The role emphasizes accuracy, independence, and the ability to resolve moderately complex inquiries. You will work 1st shift, 40 hours weekly, on-site in Pennington, NJ, with benefits and competitive pay based on

Qualifications

• Ability to follow detailed instructions.
• Experience interacting with partners via email and chat.
• Ability to be flexible within the hours of 8:00 AM - 6:00 PM Monday through Friday.
• Experience in operations, banking, account management and/or customer service is a plus.

Responsibilities

• Performs offboarding of accounts and reviews required account documentation by finding requirements and completing account closure activities
• Reviews and approves required account documentation by confirming distribution plans, needed approvals and supporting documents before starting asset or cash movement
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests by monitoring asset and cash transfers, tracking account activity and resolving open items through completion
• Proactively finds risk and opportunities for process improvement based on an understanding of how the work affects other operational units by finding issues during quality review, addressing gaps and escalating risks or improvement opportunities
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service by providing updates to client teams on request status, outstanding requirements and completion outcomes
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of its work based on an understanding of how the work affects other operational units

Skills

Account Management

Customer and Client Focus

Oral Communications

Research

Analytical Thinking

Attention to Detail

Collaboration

Problem Solving

Prioritization

Recording/Organizing Information

Result Orientation

Tools

Microsoft Office

Job description

United States Digital Space LLC in New Jersey seeks an Offboarding Associate to support the Private Bank offboarding process. You will handle account closures, review documentation, and ensure accurate asset or cash movements while coordinating with internal partners and clients.

The role emphasizes accuracy, independence, and the ability to resolve moderately complex inquiries. You will work 1st shift, 40 hours weekly, on-site in Pennington, NJ, with benefits and competitive pay based on