We are looking for an Account Service Associate to support key account operations for a financial services team in Sunnyvale, California. This Long-term Contract position is ideal for someone who combines strong analytical skills with a service-oriented approach and can manage detailed transactional work with accuracy. The role involves assisting with account administration, member support, reporting activities, and compliance-related processes while contributing to smooth day-to-day operations.
Responsibilities:
- Perform recurring reviews and operational checks to verify account accuracy, identify discrepancies, and maintain compliance with internal standards.
- Address member questions related to account eligibility, required paperwork, and general account details with professionalism and clear communication.
- Prepare and submit Adult Protective Services reports in accordance with established guidelines and documentation requirements.
- Assist with unclaimed property activities by updating records and maintaining information within escheatment tracking tools.
- Support the handling of decedent accounts, including ownership changes, account updates, and closure processing as needed.
- Process account transactions such as contributions, distributions, and withholding election updates with careful attention to detail.
- Compile and produce weekly rate and fee schedules to support ongoing account servicing and reporting needs.
- Contribute to special assignments and help maintain procedural documentation, reference materials, and job aids for the team.
- Experience in financial services or a related business environment is preferred.
- Bachelor’s degree in Business Administration, Accounting, Finance, or a comparable combination of education and relevant experience.
- Demonstrated ability to conduct account reviews, audits, or similar detail-oriented operational work.
- Proficiency with Microsoft Office applications, including Excel, and confidence working with computer-based systems.
- Strong customer service skills with a consistent ability to communicate courteously and effectively with staff and members.
- Experience processing financial transactions and maintaining accurate account records.
- Ability to manage multiple tasks, stay organized, and meet deadlines in a structured operational setting.