Current jobs related to Client Account Operations Specialist - Jersey City, New Jersey - Expedient Staffing Solutions

  • Accounting Specialist

    3 weeks ago

    Jersey City, New Jersey, United States Beacon Mobility Full time

    Job Title: Billing SpecialistBeacon Mobility is seeking a highly skilled Billing Specialist to join our team. As a key member of our finance department, you will be responsible for providing exceptional service to our customers and ensuring timely and accurate billing.Key Responsibilities:Collect and record billing data, working closely with the operations...

  • Operations Specialist

    1 month ago

    Jersey City, New Jersey, United States Expedient Staffing Solutions Full time

    Job OverviewExpedient Staffing Solutions is seeking a highly skilled Operations Specialist to join our team. As an Operations Specialist, you will be responsible for ensuring proper setup and maintenance of new and existing accounts on our systems.Key Responsibilities:Set up, update, and close accounts as needed to ensure accurate and efficient account...

  • Operations Specialist

    2 weeks ago

    Jersey City, New Jersey, United States Expedient Staffing Solutions Full time

    Job OverviewExpedient Staffing Solutions is seeking a highly skilled Operations Specialist to join our team. As an Operations Specialist, you will be responsible for ensuring the proper setup and maintenance of new and existing accounts on our company's systems.The ideal candidate will have a strong understanding of systems like UAF, Keystone, and Fircosoft,...

  • Operational Specialist

    1 month ago

    Jersey City, New Jersey, United States HireTalent - Diversity Staffing & Recruiting Firm Full time

    Job Title: Operational SpecialistAt HireTalent - Diversity Staffing & Recruiting Firm, we are seeking an experienced Operational Specialist to join our team. As an Operational Specialist, you will play a critical role in supporting the firm's business lines by performing specialized operational securities processing activities.Key...

  • Insurance Account Specialist

    1 week ago

    Jersey City, New Jersey, United States Alberto Santana - State Farm Agent Full time

    Job OverviewAs an Insurance Account Specialist with Alberto Santana - State Farm Agent, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments.Key...

  • Finance Operations Specialist

    7 days ago

    Jersey City, New Jersey, United States BCforward Full time

    Job Title: Finance Operations SpecialistJob Summary:BCforward is seeking a highly motivated Finance Operations Specialist to join our team. As a key member of our operations team, you will be responsible for processing various clients' cash transactions, including capstock, expenses, wires, book transfers, and foreign exchange. You will also be responsible...

  • Finance Operations Specialist

    2 weeks ago

    Jersey City, New Jersey, United States BCforward Full time

    Job Title: Finance Operations SpecialistBCforward is seeking a highly motivated Finance Operations Specialist to join our team. As a key member of our operations team, you will be responsible for processing various clients' cash transactions, including capstock, expenses, wires, book transfers, and foreign exchange.Key Responsibilities:Process clients' cash...

  • Retirement Operations Specialist

    2 weeks ago

    Jersey City, New Jersey, United States Lenmar Consulting Inc. Full time

    Job Title: Retirement Operations SpecialistJob Summary:We are seeking a highly skilled Retirement Operations Specialist to join our team at Lenmar Consulting Inc. The ideal candidate will have a strong understanding of retirement account operations and be able to maintain functional knowledge of the brokerage business.Key Responsibilities:Maintain functional...

  • Finance Operations Specialist

    2 weeks ago

    Jersey City, New Jersey, United States BCforward Full time

    Job Title: Finance Operations SpecialistBCforward is seeking a highly motivated Finance Operations Specialist to join our team. As a key member of our operations team, you will be responsible for processing various clients' cash transactions, including capstock, expenses, wires, book transfers, and foreign exchange.Key Responsibilities:Process clients' cash...

  • Finance/Accounts Specialist

    2 weeks ago

    Jersey City, New Jersey, United States BCforward Full time

    Job Title: Finance/Accounts SpecialistBCforward is seeking a highly motivated Finance/Accounts Specialist to join our team. This role is responsible for processing various clients' cash transactions, including capstock, expenses, wires, book transfers, and foreign exchange. The ideal candidate will have a strong understanding of financial procedures and...

  • Retirement Operations Specialist

    2 weeks ago

    Jersey City, New Jersey, United States US Tech Solutions, Inc. Full time

    **Job Summary**US Tech Solutions, Inc. is seeking a skilled Retirement Operations Specialist to join our team. As a key member of our operations team, you will be responsible for maintaining functional knowledge of the brokerage business with an emphasis on retirement account operations.**Responsibilities** Perform different levels of problem resolution &...

  • Operations Specialist

    1 month ago

    Jersey City, New Jersey, United States Expedient Staffing Solutions Full time

    Job Description**Job Title: Operations Specialist**Expedient Staffing Solutions is seeking a highly skilled Operations Specialist to join our team. As an Operations Specialist, you will be responsible for processing and settling security trades at DTC.**Key Responsibilities:**Managing trade settlement, SPO processing, client communication, and reconciliation...

  • Operations Specialist

    2 weeks ago

    Jersey City, New Jersey, United States Stratford Solutions Inc. Full time

    Job DescriptionJob Title - Operations Specialist TP DTC StlmtJob Location - Stratford Solutions Inc.Job SummaryThe Operations Specialist – DTC Settlements is directly responsible for specialized functions within Trade Processing, including the processing and settling of security trades settling at DTC. This would include activities such trade settlement,...

  • Treasury Operations Specialist

    4 weeks ago

    Jersey City, New Jersey, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly skilled Treasury Operations Specialist to join our team in Cash Management Services. As a key member of our operations team, you will be responsible for supporting timely and accurate Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines.Key ResponsibilitiesReview...

  • Client Service Specialist

    6 days ago

    Jersey City, New Jersey, United States Lord Abbett & Co. Full time

    About Lord Abbett & Co.At Lord Abbett & Co., we are dedicated to delivering exceptional client service and building long-lasting relationships with our clients. As a Client Service Specialist, you will play a critical role in ensuring that our clients receive the highest level of service and support.Key Responsibilities:Provide exceptional client service and...

  • Accounting Standards Specialist

    1 month ago

    Jersey City, New Jersey, United States SMBC Full time

    Job Title: Accounting Standards SpecialistSMBC Group is a leading global financial institution with a rich history and diverse range of financial services. As an Accounting Standards Specialist, you will play a critical role in supporting the Controllers department at our Jersey City location.Responsibilities:Support Balance Sheet substantiation process in...

  • Operations Support Specialist

    3 weeks ago

    Jersey City, New Jersey, United States CVS Health Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Operations Support Specialist to join our team at CVS Health. As an Operations Support Specialist, you will provide administrative support to all levels of DC leadership, including facilitating employee events and activities, maintaining reporting and databases, and processing payroll.Key...

  • Fund Accounting Specialist

    2 weeks ago

    Jersey City, New Jersey, United States Blackstone Restaurant Full time

    Job Title: Fund Accounting SpecialistBlackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work.We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion...

  • Account Specialist

    1 week ago

    Jersey City, New Jersey, United States Hire Talent Full time

    Global Fund Transaction ManagementWe are seeking a skilled Investment Support Specialist to join our team at Hire Talent. In this role, you will be responsible for managing client investments into alternative funds, including hedge funds, private equity, venture capital, and real estate funds.Key Responsibilities:Manage client and fund company information,...

  • Accounts Payable Specialist

    7 days ago

    Jersey City, New Jersey, United States Atrium Staffing Full time

    Job Overview:Atrium Staffing is seeking an experienced Accounts Payable Specialist to join their team in Jersey City. The ideal candidate will have a strong understanding of accounts payable processes and procedures, as well as excellent analytical and communication skills.Responsibilities:Process invoices for payment, record sales tax, and assist with bank...

Client Account Operations Specialist

2 months ago

Jersey City, New Jersey, United States Expedient Staffing Solutions Full time
Job Overview

Position Summary

The Client Account Operations Specialist is responsible for the accurate establishment and ongoing management of client accounts within the organization's systems. This position requires proficiency in various platforms such as UAF, Keystone, and Fircosoft to effectively oversee account details and provide assistance to internal stakeholders.

Primary Duties:

  • Initiate, modify, and terminate accounts as necessary.
  • Input and maintain data integrity within the organization's systems.
  • Identify and address issues, ensuring resolution of incomplete or erroneous information.
  • Engage in clear communication with clients and colleagues.
  • Participate in process enhancement initiatives and recognize the overall significance of account management within the organization.

Required Qualifications:

  • Bachelor's degree in a relevant field.
  • Proficient in computer skills, with strong organizational and multitasking capabilities.
  • Excellent communication and analytical problem-solving skills.
  • Meticulous attention to detail with the ability to perform under tight deadlines.