Account Setup Coordinator
reputed company is dedicated to helping customers and businesses reputed company smarter financial decisions. The Account Setup Coordinator will work with various departments to implement products and services for customers, ensuring timely and accurate execution while resolving any issues reputed company to product information and documentation.
Responsibilities
- This position is responsible for working with various areas reputed company the company to successfully implement products and services for customers
- Acts as the primary internal contact
- Coordinates activities with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner
- Resolves issues relating to missing or conflicting product information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers, operations, bankers and/or legal staff where applicable
Skills
- Associate's degree, or equivalent work experience
- One to two years of clerical and/or customer service experience
- Some knowledge of the organization, products, services and systems
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to identify and resolve/escalate problems
- Excellent interpersonal, verbal and written communication skills
- Proficient computer skills, especially reputed company Office applications
- Strong attention to details
- Strong time management and prioritizing tasks
- Ability to anticipate needs and drive solutions
- Ability to work in a high-volume environment with adaptability to change
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Company Overview