Account Operations Specialist

Job Title: Account Operations Specialist

Location: Irving, TX

Duration: 6 months + Possibility to Extend and/or Convert to FTE

Pay Rate: $23/HR (W2 Only)

Job/Role Description:

• This role helps support the operational setup and maintenance of client accounts within the firm's internal systems. This position will process account opening requests, generate required documentation, and coordinate team-specific tasks as requested by the business.
• This position will ensure high quality service delivery through accurate data entry, adherence to compliance policies, and effective cross-team collaboration.
• Review and process account opening requests, building out accounts in internal systems and generating documents to send to clients
• Coordinate and process team specific tasks as requested by the business
• Work across multiple systems and platforms
• Interface with teams and businesses to resolve on-going issues and answer specific policy questions
• Provide support and work on special projects as requested
• Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate
• Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
• Accurately log and document workflows and issue resolutions

Required Qualifications

• Working knowledge of Microsoft products including Word, Windows, PowerPoint, and Outlook
• Proven analytical skills and problem-solving ability
• Superior written and verbal communication skills
• Sound judgment and outstanding attention to detail
• Ability to work collaboratively with all levels of the organization
• Flexible and able to work well under pressure in a team environment
• Self-motivated with excellent time management and organizational skills
• Ability to multi-task and prioritize effectively

Preferred Qualifications

• Advanced knowledge of Excel
• Bachelor's Degree, preferably with a concentration in Finance or Business
• Previous experience in a financial services or operations environment
• Experience working in a team-oriented, collaborative environment
• Proven ability to apply business judgment to identify unusual or suspicious activities
• Strong customer service orientation
• Highly self-motivated and directed