Deposit Account Onboarding Specialist

IT Accel, Inc.; New York (NY); Vor Ort; USD 31.684 - 39.950; Vollzeit

Zusammenfassung

A financial services company is seeking an Account Fulfillment Specialist responsible for supporting internal teams and clients by ensuring accurate account setups in compliance with regulations. The role involves processing documentation for new deposit accounts, maintaining client information, and enhancing client experiences. Candidates should possess a strong banking background with excellent communication and organizational skills. This position offers a competitive hourly wage in a contract role.

Qualifikationen

• 3-5 years of banking or account servicing experience required.
• Experience supporting commercial or corporate clients preferred.

Aufgaben

• Partner with Client Service Specialists for account documentation.
• Review and ensure accuracy of incoming account paperwork.
• Process client account maintenance requests.
• Maintain accurate information across internal systems.
• Identify opportunities to refer clients to other business areas.
• Prioritize and process urgent requests.

Kenntnisse

Strong understanding of banking products

Ability to manage tasks in a fast-paced environment

Proficiency with Microsoft Office

Excellent written and verbal communication skills

Strong organizational skills

Ausbildung

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Microsoft Office

Salesforce

Jobbeschreibung

A financial services company is seeking an Account Fulfillment Specialist responsible for supporting internal teams and clients by ensuring accurate account setups in compliance with regulations. The role involves processing documentation for new deposit accounts, maintaining client information, and enhancing client experiences. Candidates should possess a strong banking background with excellent communication and organizational skills. This position offers a competitive hourly wage in a contract role.