Client Account Specialist
2 weeks ago
Position Overview: What are we seeking in our Account Processor?
Russell Tobin and Associates/Pride Global is currently looking for a Account Processor.
Compensation: $22/hour to $23.57/hour on W2 (based on experience)
Work Environment: Remote
Contract Duration: Until further notice (with potential for extension)
Key Responsibilities:
- Conduct a range of document processing and record maintenance tasks related to customer accounts and Unclaimed Property, necessitating a comprehensive understanding of products and services within the Wealth Management sector.
- Responsibilities may encompass reviewing existing customer information and reconciling client data across various systems and applications, alongside some data analysis tasks.
- May also involve inputting new account details; modifying information on current accounts; documenting transactions; addressing customer inquiries; organizing, classifying, consolidating, and summarizing documents and information; generating reports; and providing administrative assistance.
- Additional duties may include customer service functions such as responding to customer inquiries, resolving issues, and fulfilling requests for information.
About Us:
Russell Tobin is a prominent minority-owned recruitment and staffing advisory organization, specializing in various skill sets and industries. Our extensive industry knowledge enables us to deliver customized and efficient sourcing solutions to meet client hiring requirements. In essence, we connect exceptional talent with leading companies.
As a certified minority-owned business, Pride Global and its affiliates, including Russell Tobin, Pride Health, and Pride Now, are dedicated to fostering a diverse workplace and are proud to be an equal opportunity employer. All qualified candidates will receive consideration 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 coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k) retirement savings plan, life and disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with select vendors.
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