Account Services Analyst
1 week ago
Account Services Analyst
In Pacifica Continental, we are seeking a highly skilled Account Services Analyst to provide exceptional support to our clients. This role involves resolving client incidents, managing customer information, and executing maintenance requests for new and existing accounts.
- Key Responsibilities:
- Process maintenance requests for clients, including personal information, account titles, and types.
- Open new CIFs for clients and review W-8 forms to certify accounts for tax purposes.
- Review account opening documents for accuracy and support inquiries and investigations.
- Reconcile general ledgers and account concentrations to ensure accurate financial records.
- Receive and analyze customer requests through 360 CRM and provide solutions or additional information.
- Maintain customer records by updating account information and verifying client signatures.
- Support department employees with daily work and projects, as well as audit and regulator demands.
Requirements:
- Excellent computer, people, and organizational skills.
- Flexible schedule with potential for overtime.
- High school diploma or bachelor's degree preferred, with 5+ years of customer service experience and banking knowledge.
- Proficiency in Microsoft Office applications, databases, and internet software.
- Ability to communicate effectively in English and Spanish.
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