
Account Services Manager
1 day ago
**Client Onboard Analyst 2 Role Overview**
In this pivotal position, you will play a crucial part in monitoring, assessing and analyzing processes and data to identify policy gaps and formulate policies that drive business success.
**Key Responsibilities:**
- Providing exceptional customer service through interaction, documentation, issuance, review and system setups
- Managing day-to-day account opening and maintenance processing with precision
- Leading cross-functional projects in the account services space and fostering relationships within the team
- Developing new work procedures and resolving complex issues through analytical skills
You will be responsible for delivering high-quality service to customers and internal partners while ensuring awareness and compliance with internal processes, regulations and policies. Additionally, you will build and maintain close working relationships with clients and within the team to facilitate open and direct communication.
**Essential Skills and Qualifications:**
This role requires a strong understanding of industry practices and standards, as well as excellent interpersonal skills, a proactive team player attitude and exceptional written and verbal communication skills.
The ideal candidate will have 3-5 years of experience in documentation review, account maintenance and related cash products. Proficiency in Microsoft Office Applications and handling urgent and escalation cases is also essential.
**What We Offer:**
We provide a challenging environment where you can prioritize tasks, manage client and internal team expectations and demonstrate a willingness to learn multiple products.
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