Account Processor

Responsibilities

Kforce has a client that is seeking an Account Processor in Saint Paul, MN.Summary:The Account Processor is responsible for performing a variety of document processing, recordkeeping, and administrative tasks associated with brokerage customer accounts within Wealth Management. This role requires a strong attention to detail, accuracy, and a thorough understanding of financial products and services. The Account Processor supports account maintenance activities, processes transactions, reviews documentation, and provides exceptional customer service to both internal and external clients.Key Responsibilities:

• Process new account applications and maintain existing customer account information
• Review, verify, and process financial and account-related documentation for completeness and accuracy
• Record and update account transactions in a timely manner
• Receive, classify, consolidate, and summarize documents and information
• Complete reports and support operational and administrative activities
• Perform quality reviews to ensure compliance with internal procedures and regulatory requirements
• Research and resolve account discrepancies and processing issues
• Respond to customer inquiries and requests for information
• Escalate complex issues when appropriate to ensure timely resolution
• Collaborate with internal partners to support account servicing and operational efficiency
• Maintain confidentiality and security of customer information

Skills

• High School diploma/GED or equivalent required
• Strong attention to detail and organizational skills
• Strong analytical and problem-solving abilities
• Strong customer service and relationship management skills
• Excellent verbal and written communication skills
• Proficiency with data entry and computer applications
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Ability to work independently and as part of a team

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.


We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.


Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.


This job is not eligible for bonuses, incentives or commissions.


Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.


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Kforce is a professional staffing services firm offering Technology and Finance & Accounting jobs with top employers nationwide. We specialize in providing contract, contract-to-hire and direct placement opportunities, with over 50 years of experience in the staffing industry. Kforce offers many consultants comprehensive benefits depending on employment status, including medical, dental, 401(K), life insurance and disability. Our vision is to be "the firm most respected by those we serve."