Supporting operational efficiency, the full-time Account Services Specialist II will manage transfer agency duties, including client communication, reconciliation processes, and collaboration with operational teams in a virtual environment. Key responsibilities Coordinate technology integrations with external firms for onboarding and operational readiness Perform control reviews and data validation to ensure accuracy within internal systems Serve as a point of contact for clients and partners, addressing account-related inquiries Required qualifications Bachelor's degree in business administration or a related field is preferred 2-4 years of experience in client services or a related field Background in the financial services industry Familiarity with operational standards, including SEC and IRS regulations Proficiency in Microsoft Office Suite and Adobe Acrobat
Account Services Specialist II in workfromhome at Unknown Company
This position is listed as full time and onsite.