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Client Account Specialist

2 months ago

Saint Paul, Minnesota, United States BCforward Full time

Client Account Specialist

BCforward is currently seeking a dedicated Client Account Specialist for an exciting opportunity.

Position Overview:
As a Client Account Specialist, you will engage in a variety of document management and record-keeping activities related to customer accounts and Unclaimed Property. This role requires a comprehensive understanding of products and services within the Wealth Management sector.

Key Responsibilities:
- Conduct thorough research on existing customer data and perform comparisons across various systems and applications.
- Execute data analysis tasks as needed.
- Input new account details and modify existing account information.
- Record transactions accurately and respond to customer inquiries.
- Classify, consolidate, and summarize documents and information.
- Prepare reports and provide essential administrative support.
- Address customer service inquiries, resolve issues, and fulfill requests for information.

Qualifications:
- Experience in Banking Operations.
- Proficiency in document processing.
- Strong customer service skills.

Benefits:
BCforward offers a comprehensive benefits package for eligible employees, which includes major medical, HSA, dental, vision, life insurance options, short-term and long-term disability, and a 401k plan.

About BCforward:
Established in 1998, BCforward is a Black-owned firm dedicated to providing unique solutions that support value capture and digital product delivery for organizations globally. With a strong commitment to human potential, BCforward has been a leader in the industry for over 25 years, guided by core values of People-Centricity, Optimism, Excellence, Diversity, and Accountability.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

This posting is not an offer of employment. All applicants must be legally authorized to work in the United States.