Client Services Associate

Team Lead Recruitment | Rock Your Linked In Profile, Impromptu Speaking

Pay Rate: $20-21/hr on w2

Bachelor's Degree is required

$20.00/hr - $21.00/hr

• Responsible for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the action or document.
• The Representative must develop subject matter expertise across the department and have the ability to apply that knowledge in determining document validity.
• They are responsible for ensuring that downstream actions such as check and debit card orders or system blocks are executed accurately and efficiently to ensure that the firm is operating in compliance with regulatory rules and regulations.
• Responsible for handling quality sampling of new account documents processed in other areas and responding to escalated issues from those areas.

• Computer Literacy
• Microsoft Office Suite
• Previous New Account experience is preferred
• Proven ability to learn other software packages
• Type a minimum of 35 wpm, Ten key by touch

Entry level

Contract

Analyst, Accounting/Auditing, and Finance

Banking, Investment Banking, and Financial Services