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Client Account Specialist
2 months ago
Position Overview: What We Seek in Our Account Processor
Russell Tobin and Associates/Pride Global is actively searching for a Account Processor.
Key Responsibilities:
- Conduct a range of document management and record-keeping activities related to customer accounts and Unclaimed Property, necessitating a comprehensive understanding of products and services within the Wealth Management sector.
- Engage in data research, comparing client information across various systems and applications, and performing some degree of data analysis.
- Responsibilities may also include inputting new account details, modifying existing account information, documenting transactions, addressing customer inquiries, and managing documents and information through classification, consolidation, and summarization.
- May involve customer service tasks such as responding to inquiries, resolving issues, and fulfilling requests for information.
About Us:
Russell Tobin is a premier minority-owned recruitment and staffing advisory firm. Our organization is composed of specialized practices that focus on diverse skill sets and industries. With extensive industry knowledge, our experts deliver customized and efficient sourcing solutions to meet client hiring requirements. In essence, we connect exceptional talent with organizations.
As a certified minority-owned entity, Pride Global and its affiliates—including Russell Tobin, Pride Health, and Pride Now—are dedicated to fostering a diverse workplace and proudly serve as an equal opportunity employer. All qualified candidates will be considered for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.
Russell Tobin provides eligible employees with comprehensive healthcare benefits (medical, dental, and vision plans), supplemental insurance options (accident, critical illness, and hospital indemnity), a 401(k) retirement plan, life and disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and discounts with select vendors.
