Customer Accounts Associate (5979)

NextPath Workforce Solutions; Saint Petersburg (FL); Hybrid; USD 28.000 - 30.000; Vollzeit

Zusammenfassung

NextPath Workforce Solutions is seeking a Customer Accounts Associate to join our client's team in St. Petersburg, FL. This hybrid, contract role offers the opportunity to support Financial Advisors by managing client accounts and handling disbursements.

You will serve as the main contact between branches and the Home Office, process year-end activity, and ensure compliance with regulatory procedures. Strong communication and detail orientation are essential, along with proficiency in Microsoft

Qualifikationen

• 1–2 years of banking and/or customer service experience, unless they have a college degree
• Financial services experience preferred due to handling client accounts and disbursements
• Ability to handle high-volume calls from Financial Advisors and internal staff
• Strong verbal and written communication skills
• Attention to detail and accuracy, especially when processing transactions involving client funds
• Proficiency in Microsoft Outlook, Word, and Excel
• Understanding of procedures critical to regulatory compliance and risk management

Aufgaben

• Serve as the main contact between Branches and the Home Office in a call center environment, delivering high-quality service to Financial Advisors and associates
• Review, update, and service client accounts while managing a high volume of inquiries
• Assist with year-end processing, including money movement requests and account activity
• Process qualified charitable distributions, tax withholding setups, standing letters of authority, check stop pays, and disbursements
• Enforce procedures, policies, and regulations to protect the firm, advisors, and clients; monitor accounts for potential risks

Kenntnisse

Banking experience

Customer service

Verbal and written communication

Attention to detail

Regulatory compliance knowledge

Microsoft Office proficiency

Ausbildung

College degree

Tools

Outlook

Word

Excel

Jobbeschreibung

NextPath Workforce Solutions is currently seeking a Customer Accounts Associateto join our client's team in St. Petersburg, FL. This is a hybrid, contract position.

SALARY:

$20-$22/hr (depending on experience) Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

REQUIREMENTS:

• 1–2 years of banking and/or customer service experience, unless they have a college degree
• Financial services experience preferred due to handling client accounts and disbursements
• Ability to handle high-volume calls from Financial Advisors and internal staff
• Strong verbal and written communication skills
• Attention to detail and accuracy, especially when processing transactions involving client funds
• Proficiency in Microsoft Outlook, Word, and Excel
• Understanding of procedures critical to regulatory compliance and risk management

RESPONSIBILITIES:

• Serve as the main contact between Branches and the Home Office in a call center environment, delivering high-quality service to Financial Advisors and associates
• Review, update, and service client accounts while managing a high volume of inquiries
• Assist with year-end processing, including money movement requests and account activity
• Process qualified charitable distributions, tax withholding setups, standing letters of authority, check stop pays, and disbursements
• Enforce procedures, policies, and regulations to protect the firm, advisors, and clients; monitor accounts for potential risks

NEXTPATH WORKFORCE SOLUTIONS:

NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles. If the position above doesn't seem to fit, we do have other clients with roles that could be a match and not every position will be posted. Feel free to reach out to find a better match by emailing your resume to [e-mail] for a recruiter to engage. We are an Equal Opportunity Employer

View all open jobs: http://www.nextpathcp.com