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Account Services Specialist

Foundation Source

Foundation Source

Accounting & Finance
Fairfield, CA, USA
Posted on Saturday, April 20, 2024
Job Type

We are looking for an experienced onboarding specialist to join our Account Services team. The Account Services Specialist at Foundation Source plays a pivotal role in overseeing the complete project management required for onboarding new clients. This entails reviewing and validating information collected by the Sales team during prospecting, ensuring the accuracy of client contract documentation, and meticulously recording all pertinent data into the company's systems while coordinating the gathering and retention of essential documents. Continuous internal communication with various teams, including Sales, Client Services, Financial Operations, and Tax and Legal departments, ensures alignment and synchronization throughout the process. Moreover, the specialist engages directly with clients and their financial advisors to obtain necessary information for Foundation Source's contractual obligations. A crucial aspect of the role involves actively identifying opportunities for process improvement, contributing ideas to streamline procedures and enhance scalability and efficiency. Overall, the Account Services Specialist serves as a vital link in facilitating smooth client onboarding and maintaining high standards of service delivery.

Key Responsibilities:

  • Coordinate with Sales, Client Services, Finance, and Tax & Legal teams to facilitate foundation creation, onboard new clients, and maintain existing client relationships.
  • Assess completed applications and service agreements, ensuring accuracy, and identifying areas needing attention or clarification.
  • Prepare startup packages for new clients, process returned documents, and share pertinent information within the organization.
  • Liaise with clients and financial institutions to obtain necessary documentation and account connectivity.
  • Perform general administrative duties including data entry, document scanning and uploading.
  • Support team initiatives by actively participating in brainstorming sessions, offering insights, and contributing to the development and execution of team projects.

Desired Knowledge, Skills & Abilities:

  • Experience with onboarding and implementing new onboarding systems for multiple product lines, across multiple business divisions.
  • Exceptional client-service orientation with strong interpersonal skills.
  • Self-motivated, team-oriented, responsible, and committed to exceeding client expectations.
  • Proficiency in identifying opportunities for automation and scalability enhancements.
  • Familiarity with evaluating and restructuring responsibilities post-mergers and acquisitions.
  • Demonstrated ability to communicate effectively, both verbally and in writing
  • Ability to thrive in a collaborative, high-volume environment.
  • Meticulous attention to detail with excellent organizational and prioritization abilities.
  • Bachelor’s Degree preferred
  • 5+ years of experience with client onboarding experience or in a financial services setting, operations team or client services preferred

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.

Salary Description
$65k - $85k