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Client Account Operations Specialist
2 months ago
Position Summary:
The Client Account Operations Specialist is responsible for the accurate establishment and ongoing management of client accounts within the company's operational systems. This position requires proficiency in utilizing platforms such as UAF, Keystone, and Fircosoft to oversee account data and deliver assistance to internal stakeholders.
Primary Duties:
- Initiate, modify, and deactivate client accounts as necessary.
- Input and sustain data integrity within the organization's systems.
- Identify and resolve discrepancies, addressing incomplete or conflicting information.
- Maintain effective communication with clients and colleagues.
- Engage in process enhancement initiatives while recognizing the broader implications of account oversight on the organization.
Required Qualifications:
- Bachelor's degree.
- Proficient in computer skills, with strong organizational and multitasking capabilities.
- Excellent communication and analytical problem-solving skills.
- Meticulous attention to detail with the ability to perform under tight deadlines.