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Client Account Specialist

2 months ago

Tempe, Arizona, United States BCforward Full time

Client Account Specialist

Company Overview: BCforward is a dynamic organization seeking a dedicated Client Account Specialist to join our team.

Position Overview: The Client Account Specialist will be responsible for managing various account-related tasks that require a comprehensive understanding of our services and products.

Key Responsibilities:

  • Oversee the processing of account requests.
  • Handle payment transactions and wire transfers efficiently.
  • Utilize Hogan software for account management.

Job Duties:
The role involves a range of administrative tasks related to customer accounts, including:

  • Entering and updating account information.
  • Recording and tracking transactions.
  • Responding to customer inquiries and resolving issues.
  • Classifying and summarizing documents and information.
  • Providing essential administrative support.

Expectations:
We are looking for a detail-oriented individual who can effectively manage a queue of requests. Candidates should possess:

  • Experience in banking operations or branch settings.
  • Strong attention to detail for quality control of outgoing transactions.
  • Ability to work collaboratively within a team environment.

Required Skills:
Candidates should have:

  • Proficiency in MS Teams and Office applications.
  • Strong customer service skills.
  • Initiative and self-motivation.

Preferred Skills:
Experience with wire transfers and familiarity with Hogan software will be advantageous.

Basic Qualifications: A high school diploma or equivalent, along with three or more years of experience in administrative support roles.

Benefits: BCforward offers a comprehensive benefits package, including major medical, dental, vision, life insurance, short-term and long-term disability, and a 401k plan.

About BCforward: Founded in 1998, BCforward is a Black-owned firm dedicated to providing innovative solutions that support organizations worldwide. With a commitment to diversity and excellence, we empower our clients to achieve their strategic goals.

BCforward is an equal opportunity employer, and we encourage all qualified applicants to apply.