Account Services Analyst

1 week ago


Miami, United States Pacifica Continental Full time

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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