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New Account Customer Representative

Company: Hired by Matrix
Location: Sandy
Posted on: November 21, 2022

Job Description:

If you want more than just an assignment and to work with an organization that values your contribution to our growth AND has deployed a proprietary Consultant Appreciation Program (CAP) to continue to support your job search efforts in the future........Hired by Matrix could be just what you need. We are a distributed organization working with some of the premier Fortune 500 organizations across the US in multiple verticals and disciplines. If you embrace positive culture, a dynamic teaming approach, robust benefits, 401k matching, paid time off, and want more than just your next assignment........we are a great "Match."

Hired by Matrix has been providing talent solutions to help organizations enhance team capacity for decades. As a full-service search firm, we have partnered with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics, Pharmaceutical / Biotech, Technology, Automotive, Engineering, and Healthcare.

Job Description

  • Primarily consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance.
  • Review paper and electronic documents/applications to determine good order.
  • Manually process documents/applications as needed with speed and accuracy.
  • Handle exception and reconciliation reports, and help execute risk controls.
  • Quickly respond to related Operations and Customer Service inquiries.
  • Work with various lines of business to identify fraudulent or high-risk new accounts.
  • Process all work daily to maintain excellent service levels.


    • Bachelor's degree preferred.
    • 1+ years' experience with rules and regulations governing bank and brokerage accounts.
    • Minimum of 1 year of financial operations experience or equivalent.
    • Experience creating DocuSign forms.
    • Excellent written and oral communication skills with a track record of excellent customer service.
    • Strong analytical skills including the ability to research, schedule, analyze and present findings.
    • Proven organizational skills with attention to detail.
    • Strong computer skills (Word, Excel, Access, etc.).

      Please submit your resume for consideration. Once submitted, feel free to contact Nikita at 332-237-6866 -for additional information.

      Approx. Duration: 12 Months

      About Hired by Matrix

      Hired by Matrix, Inc. founded in 1986, is a certified Woman-Owned Business Enterprise (WBE) dedicated to providing the highest quality of job opportunities to our candidates and staffing services to our clients. We are a full-service staffing firm with experience recruiting and delivering for IT, Accounting & Finance, Administrative & Clerical, Clinical & Scientific, and Marketing disciplines. Our long history in the staffing industry and dedication to excellence are the key differentiators that have fueled our success for over 30 years.

      Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days and a 401k option with a company match after one year.
      Equal Opportunity Employer
      WBENC Certified
      WOSB Certified

      We work hard to match our candidates with the right career opportunities. Let us find you a #MatrixMatch so you can reach your career goals!

      Connect with us on LinkedIn and see how we can impact your career!

      Hired by Matrix Career Center:

Keywords: Hired by Matrix, Sandy , New Account Customer Representative, Other , Sandy, Utah

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