Customer Accounts Associate (5979)

NextPath Workforce Solutions; Saint Petersburg (FL); Híbrido; USD 28.000 - 30.000; Tempo integral

Resumo da vaga

NextPath Workforce Solutions is seeking a Customer Accounts Associate for our client in St. Petersburg, FL. This hybrid, contract role handles client accounts and disbursements with a focus on accuracy and regulatory awareness.

Ideal candidates bring 1–2 years in banking or customer service, strong communication skills, and proficiency in Outlook, Word, and Excel. Financial services experience is preferred, and visa sponsorship is not available.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Banking / customer service experience

High-volume call handling

Communication skills

Ferramentas

Microsoft Outlook

Microsoft Word

Microsoft Excel

Descrição da vaga

NextPath Workforce Solutions is currently seeking a Customer Accounts Associate to 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.

We are an Equal Opportunity Employer