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Client Account Coordinator

2 months ago

GondrecourtleChâteau, Grand Est, United States Corestaff Services Full time

Account Processor for an on-site role

Position Overview:

  • Compensation: $23.74 per hour
  • Employment Type: Full Time
  • Contract Duration: Five months with potential for extension
  • Work Environment: On-Site
  • Working Hours: Flexible options available

Benefits Offered:

  • Comprehensive Health, Dental, and Vision insurance
  • 401k retirement plan options
  • Weekly payroll
  • Collaborative team environment

Candidate Requirements:

  • High School Diploma or Equivalent
  • Familiarity with Wealth Management products and services
  • Proficient data entry and document management skills
  • Strong customer service skills with an emphasis on problem-solving
  • Detail-oriented with the ability to manage multiple tasks
  • Willingness to work on-site

Key Responsibilities:

  • Document Management: Input new account details, update current accounts, record transactions, and maintain accurate records.
  • Data Evaluation: Analyze and compare client information across different systems to ensure accuracy.
  • Client Support: Address customer inquiries, resolve issues, and provide requested information.
  • Administrative Duties: Organize, classify, and summarize documents and information, prepare reports, and offer general administrative support.

Corestaff Services is committed to diversity and inclusion, ensuring equal opportunities for all candidates.

We are unable to sponsor applicants requiring work authorization or visas for the available positions. We encourage only candidates with the legal right to work in the United States to apply.