About this opportunity
Robert Half lists this Client Account Operations Associate opportunity in plano, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Client Account Operations AssociateWe are seeking a detail-oriented Client Account Operations Associate to support a fast-paced financial services team. This role focuses on reviewing client accounts, analyzing account information, researching details, and coordinating with internal partners to ensure requests are handled accurately and on time.This is a great opportunity for someone with financial services, client account, or operations experience. Recent graduates are also encouraged to apply.Schedule & EnvironmentMonday-Friday, 8:00 AM-4:30 PM5 days onsite in Plano, TXOvertime may be available or required based on business volume, with higher-volume periods during the summerResponsibilitiesReview and analyze client accounts, statements, and account dataResearch account details and determine appropriate next stepsManage account-related requests from start to finishCommunicate with internal stakeholders to resolve questions and remove blockersTrack pending requests and ensure timely completionPrepare status updates, reports, metrics, and presentationsIdentify discrepancies, risks, and opportunities to improve processesMaintain accurate documentation and proceduresManage multiple priorities in a high-volume, deadline-driven environment
Worksite address
plano, TX, 75023, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.