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Account Specialist

The Planet Group

Process daily work associated with your department which may include asset movement, account transfers, or new account set-up and maintenance Process routine and complex transactions in an accurate, timely and efficient manner Proactively work to identify, interpret and resolve potential problems Independently follow procedures to meet service level agreements and achieve quality metrics Learn, use and support various financial products, software and systems Comply with company policies and regulatory requirements What you need to have: High School Diploma or GED 1+ years of experience working with Microsoft Office 1+ years of experience in the financial services industry 1+ years of experience processing in a high volume and deadline driven environment Our top performers share the following traits: High attention to detail; the ability to process work accurately and meet deadlines Ability to work independently and think critically exercising good judgment Excellent problem resolution, organizational, and follow-up skills Strong professional communication; ability to develop positive working relationships Ability to embrace change and work in a fast-paced environment #J-18808-Ljbffr

Vacancy posted 3 days ago
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