Financial Services Coordinator

7 days ago


Columbus, Ohio, United States Qualified Staffing Full time
Job Description

The Account Specialist role is a key position that requires attention to detail and strong organizational skills. The ideal candidate will be responsible for assessing online orders and enrollments, ensuring that all company requirements are met for proper account setup.

About the Job
  • Salary: $22.00/hour
  • Location: Franklinton, NC (with remote work options)

This temporary project offers a unique opportunity to gain experience in account management while working with a dynamic team. As an Account Specialist, you will play a crucial role in maintaining accurate and up-to-date accounts, ensuring seamless transitions from order to account creation.

Key Responsibilities:
  • Order Assessment: Review and verify online orders and enrollments to ensure accuracy and completeness.
  • Account Setup: Process customer accounts by validating enrollment details and setting up accounts in the internal system.
  • Compliance Check: Ensure that orders meet company standards and requirements for account setup.
  • Data Management: Update and maintain customer records in the database, ensuring all information is current and accurate.
  • Reporting: Track and report on account creation status, flagged orders, or issues requiring further investigation.
Requirements:
  • Education: High school diploma or equivalent required
  • Skills:
    • Strong attention to detail and accuracy.
    • Excellent organizational and time-management skills.
    • Proficient internet research skills.
    • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
    • Experience with SalesForce.com preferred but not required.
    • Strong communication skills (both written and verbal).
    • Ability to work independently and as part of a team.
    • Ability to handle confidential information with integrity.
    • Ability to work over-time, if needed, to cover team's schedule.
Benefits:
  • Fantastic benefits packet including healthcare, vacation, holiday pay, and 401K.
  • Weekly pay.
  • Referral bonuses.
About Qualified Staffing:

At Qualified Staffing, we pride ourselves on offering a wide range of job opportunities and exceptional support to our employees. Our goal is to provide a positive and inclusive work environment where our candidates can grow and succeed.



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