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Account Services Specialist

Company: Mitchell Martin Inc
Location: Sandy
Posted on: November 14, 2021

Job Description:

Our client, an electronic trading platform, is seeking an Account Services SpecialistLocation: Sandy, UTPosition Type: ContractPosition Objective:Process new account and account maintenance inquiries and corrections as received from customers, company personnel, customers, financial institutions, and government agency requests. Identify, document, and resolve exceptions and communicate with internal departments such as Customer Service, Fraud, Operations, and Compliance.Essential Responsibilities:-Review customer related documents for completeness and regulatory compliance.-Process changes, additions or requests related to customer accounts (such as activations, address changes, registration changes, account closures, document requests and upgrades to margin and option trading) using the appropriate systems or internal workflow process.-Respond to related Operations and Customer Service inquiries within specified service levels.-Consistently meet or exceed established quality and productivity goals.-Maintain knowledge of company policies and procedures.-Effectively communicate any business environment issues or concerns to management.-Perform other duties as required.

Keywords: Mitchell Martin Inc, Sandy , Account Services Specialist, Other , Sandy, Utah

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