Finance Associate I — Client Onboarding & Data Ops (Onsite)

Randstad USA; Newark (DE); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

AD&D

Life insurance

Short-term disability

401K plan

Job summary

Randstad USA in Newark, DE is seeking a client operations specialist to help onboarding new clients and maintain client reference data, with focus on accuracy and timely responses.

You will collaborate with operational partners across the firm, resolve queries, respond to phone and email inquiries, and execute account services including financial transactions while using internal systems and Microsoft Excel/Office Suite.

Qualifications

• No formal outside certifications specified in the posting.

Responsibilities

• Onboard new clients and maintain client reference data.
• Research and resolve queries, issues, and requests related to client portfolios.
• Respond to phone and email inquiries with information on products and services.
• Execute all account services including financial transactions and account maintenance.

Tools

Microsoft Excel

Office Suite

Job description

Randstad USA in Newark, DE is seeking a client operations specialist to help onboarding new clients and maintain client reference data, with focus on accuracy and timely responses.

You will collaborate with operational partners across the firm, resolve queries, respond to phone and email inquiries, and execute account services including financial transactions while using internal systems and Microsoft Excel/Office Suite.