Financial Services Representative **Remote""

MOHR Talent; United States; On-site; USD 40,000 - 200,000; Full time

Job summary

A leading company in financial services is seeking an Account Services Specialist for a fully remote, temporary role. This position requires strong attention to detail and critical thinking skills, focusing on client account onboarding and management, with responsibilities including data maintenance and documentation assistance.

Qualifications

• High school diploma required, with preference for associate or bachelor’s degree.
• Previous experience in financial services is a plus.
• Willingness to work overtime during peak periods.

Responsibilities

• Enter and maintain account data for existing and transitioning firms.
• Review new account submissions for completeness and accuracy.
• Assist in resolving documentation issues and educate advisors.

Skills

Attention to detail

Critical thinking

Organizational skills

Communication skills

Multitasking

Education

High school diploma

Associate or bachelor’s degree

Tools

Microsoft Office

Job description

This role is Fully Remote

Schedule: Full-time, Monday to Friday (overtime as needed)

Temporary for 2 months

About the Role:

As an Account Services Specialist, you will play a vital role in supporting the onboarding and ongoing management of client accounts. This position requires strong attention to detail, critical thinking skills, and a willingness to learn and navigate complex financial processes.

Key Responsibilities:

• Enter and maintain account data for existing and transitioning firms
• Review new account submissions for completeness and accuracy
• Respond to inquiries regarding paperwork and account setup
• Initiate incoming transfers and direct rollovers
• Update client account details and special account features
• Assist in resolving documentation issues and educate advisors on system processes
• Organize and maintain digital client records
• Process account closures and update statuses accordingly

Qualifications:

• High school diploma required; associate or bachelor’s degree preferred
• Previous experience in financial services is a plus
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Good organizational and communication skills
• Ability to multitask and thrive in a fast-paced, deadline-driven environment
• Willingness to work overtime during peak periods

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Finance

• Industries

  Staffing and Recruiting

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