1 день назад
Account Opening & Maintenance Analyst (Financial Services)
23$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Opening & Maintenance Analyst (Financial Services): Processing and maintaining client accounts in internal systems, generating account documentation, and coordinating operational tasks with business teams with an accent on data accuracy, compliance, and client service. Focus on identifying suspicious activity, resolving cross-team issues, documenting workflows, and applying sound business judgment across multiple platforms.
Location: Irving, Texas, United States
Pay rate: $23 per hour, W-2 only
Company
provides staffing and workforce solutions for client organizations.
What you will do
- Review and process account opening requests in internal systems.
- Build client accounts and generate required documentation for delivery to clients.
- Coordinate business-requested operational tasks and work across multiple systems and platforms.
- Collaborate with internal teams and business partners to resolve ongoing issues and answer policy questions.
- Identify unusual or suspicious activity, escalate issues appropriately, and support special projects.
- Log workflows and issue resolutions accurately while following quality, information security, and compliance procedures.
Requirements
- Working knowledge of Microsoft Word, Windows, PowerPoint, and Outlook.
- Proven analytical, problem-solving, written communication, and verbal communication skills.
- Strong judgment, attention to detail, time management, and organizational skills.
- Ability to collaborate across all organizational levels, multitask, and prioritize effectively.
- Ability to work flexibly and under pressure in a team environment.
Nice to have
- Advanced Excel knowledge.
- Bachelor’s degree, preferably in Finance or Business.
- Experience in financial services or operations.
- Experience applying business judgment to identify unusual or suspicious activities.
- Strong customer service orientation and self-directed work style.
Culture & Benefits
- Six-month assignment with a possibility of extension and/or conversion to a full-time employee.
- W-2 employment arrangement.
- Collaborative, team-oriented work environment.
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