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Customer Accounts Associate

2 months ago

St Petersburg, United States Revolution Technologies Full time

C2C candidates or supplier resumes are not permitted.



Job Title: Customer Accounts Associate

Department: Customer Accounts-Margins

Job Category: Accounting/Finance/Risk/Audit

Rate: $22.50/hour

6-month contract -- potential contract to hire, based on attendance and performance.


On-site role for candidates in St. Petersburg/Tampa Florida area.

Laptop provided.


3 specific job functions for year-end volume assistance:

  • Moving money between accounts
  • ACH requests
  • Wires


Will be given the opportunity to work overtime.


Job Summary:

Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA's), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service. Assists less experienced liaisons in their training and development. Monitors reports related to account issues, maintains accurate record keeping to meet Exchange and Firm requirements; notifies FA on actions concerning client accounts.


Essential Duties and Responsibilities:

  • Answers escalated calls and questions regarding accounts.
  • Works with Branch personnel to understand and resolve complicated problems and requests.
  • Reviews all margin agreements for required information.
  • Reviews, maintains, and services all customer account records.
  • Maintains records of accounts as required by regulatory bodies and departmental procedures.
  • Assists with training and development of less experienced associates, remaining available for their questions once training is completed.
  • Analyzes cash and margin accounts on a daily basis; issue and track any necessary calls – file extension on calls, send mailgrams.
  • Answers calls referring to specific trading violations.
  • Informs Supervisor or Customer Account Associate III of potential problems or status of high-risk accounts and situations.
  • May perform other duties or responsibilities as assigned.


Skills: Attention to detail, quality focus, strong communication, ability to multi-task in fast paced environment and computer literacy


MS Office Applications – Outlook, Word, Excel, etc. and 1-2 years of banking and/or customer service work experience or college degree are required.

Knowledge, Skills, and Abilities:


Knowledge of:


Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence.

Compliance, with an eye for situations that could present risk to the firm.



Skills in:


Verbal and written communication skills to interact with all levels of management, other associates, and counterparts at other firms.

Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service (multi-tasking is very important in this role)



Ability to:


Project a professional demeanor to train associates on new duties and tasks.

Work thorough complicated activity

Work independently and in cooperation with supervisor.

Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.