Account Services Specialist in Austin, TX at Mogel

Date Posted: 5/8/2018

Job Snapshot

Job Description

Immediate need for an Account Services Specialist, who will work alongside the Client Services Department to efficiently and accurately establish and maintain client accounts while providing exceptional customer service. 

Responsibilities: 

  • Accurately enter new account data and review for completeness 
  • Answer all questions pertaining to paperwork requirements for new accounts
  • Organize client files
  • Handle account closures 
  • Update address and suitability information when needed 

Job Requirements

Requirements: 

  • Proficient with Microsoft Office products 
  • Strong attention to detail 
  • Previous data entry experience 
  • Strong customer service skills 
  • Financial service industry experience preferred 

 

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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