Account Specialist in United States

at a Confidential Company

Banking / Financial Services
Accounting / Audit / Tax
Minimum Qualification
Bachelor's Degree
Required Experience
Entry Level
Employment Type
Full Time
Male or Female

Job Description

Account Specialist Job Description

*Serves customers by completing enrollments and conversion mailings.

*Responding to requests; resolving complaints; maintaining quality service.

Duties and Responsibilities

*Prepares work to be processed by gathering, sorting, organizing, and recording data, information, and documents.

*Completes enrollments by analyzing and auditing documents, tapes, and transmissions; researching and resolving processing problems.

*Completes conversion mailings by coordinating requirements; developing plans.

*Provides information by collecting, analyzing, and summarizing information; responding to requests.

*Resolves complaints by investigating issues and composing responses; referring non-standard complains and potential lawsuits to legal or government affairs departments.

*Maintains quality service by monitoring standards; advising supervisor of potential problems.

*Prepares reports by collecting and analyzing information

*Updates job knowledge by participating in educational opportunities.

*Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.


Reporting Skills, Thoroughness, Organization, *Attention to Detail;

*Research Skills;

*Problem Solving;

*Customer Focus;

*Quality Focus;



*General Maths Skills.
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