New Accounts Associate- Southfield (5848)

NextPath Workforce Solutions; Southfield (MI); Hybrid; USD 29,000 - 36,000; Part time

Job summary

NextPath Workforce Solutions seeks a New Accounts Associate in Southfield, MI for a hybrid contract role. You will help open and maintain client accounts, answer inquiries, establish new accounts in compliance with industry rules, and support AML/KYC procedures.

The ideal candidate has a high school diploma with at least two years of customer service, basic financial knowledge, and the ability to digest complex information quickly while following procedures.

Qualifications

• High School Degree or equivalent with at least two years of customer service experience
• Ability to attend and complete a 4-month training program with minimal absences
• Basic customer operations and financial industry knowledge
• Understanding of investment concepts, practices, and procedures related to new accounts
• Ability to quickly process complex information and follow procedures

Responsibilities

• Answer phone inquiries from clients and internal associates regarding account opening and maintenance
• Establish and process new client accounts in compliance with industry requirements
• Review and interpret account data to identify and resolve issues
• Support documentation procedures to meet policies including AML and KYC requirements
• Handle basic department reports and resolve account-related questions over the phone
• Log and track client requests and ensure timely completion
• Assist with after-hour account validation and system testing as needed

Skills

Customer service

Financial industry knowledge

Investment concepts

Attention to compliance

Education

High School Degree or equivalent

Job description

NextPath Workforce Solutions is currently seeking a New Accounts Associate to join our client’s team in Southfield, MI. This is a Hybrid, Contract position.

SALARY: $21-$26/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

• High School Degree or equivalent with at least two years of customer service experience
• Ability to attend and complete a 4-month training program with minimal absences
• Basic customer operations and financial industry knowledge
• Understanding of investment concepts, practices, and procedures related to new accounts
• Ability to quickly process complex information and follow procedures

Responsibilities

• Answer phone inquiries from clients and internal associates regarding account opening and maintenance
• Establish and process new client accounts in compliance with industry requirements
• Review and interpret account data to identify and resolve issues
• Support documentation procedures to meet policies including AML and KYC requirements
• Handle basic department reports and resolve account-related questions over the phone
• Log and track client requests and ensure timely completion
• Assist with after-hour account validation and system testing as needed

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 appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted.

We are an Equal Opportunity Employer