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48040 K Haley Accounting Services Jobs

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                  Account Services Specialist

                  TSR Consulting Services, Inc.
                  Sandy, UT 84070
                  Full-time, Part-time
                  Refer friends, get paid!

                  Job Description

                  TSR is a premier National U.S. Staffing company with over 50 years of staffing excellence. Our client, a leading Financial Services company is hiring an Accounts Services Specialist on a contract basis Work Location Sandy, UT Description Process new account and account maintenance inquiries and corrections as received from customers, company personnel, customers, financial institutions, and government agency requests. Identify, document, and resolve exceptions and communicate with internal departments such as Customer Service, Fraud, Operations, and Compliance. Essential Responsibilities Review customer related documents for completeness and regulatory compliance. Process changes, additions or requests related to customer accounts (such as activations, address changes, registration changes, account closures, document requests and upgrades to margin and option trading) using the appropriate systems or internal workflow process. Respond to related Operations and Customer Service inquiries within specified service levels. Consistently meet or exceed established quality and productivity goals. Maintain knowledge of company policies and procedures. Effectively communicate any business environment issues or concerns to management. Perform other duties as required. Please contact me directly if you are interested in learning more about this opportunity or to discuss our referral program if you know anyone that may be interested. Regards, Jisha Thomas Senior Recruiter (646) 668-4235 mailto

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                  Posting ID: 597284912Posted: 2021-01-06