Account Associate
About The Position
The Account Associate supports business operations and client accounts by responding to client inquiries, researching account and documentation information, coordinating work across departments, and helping resolve processing issues. The role requires strong organization, accuracy, communication, and customer service skills, as well as the ability to manage competing priorities and learn new systems. This is a 12-month contract position based in Minneapolis, Minnesota. The role starts onsite, with potential for a hybrid schedule after training based on business needs. Financial services experience is not required; candidates with backgrounds in customer service, administrative support, client services, business administration, operations coordination, retail, or hospitality are welcome. The position offers onboarding and training, supportive leadership, and potential career growth and future conversion opportunities.
Requirements
- Strong written and verbal communication skills.
- Excellent organization and time management abilities.
- Attention to detail and commitment to accuracy.
- Ability to multitask and prioritize competing responsibilities.
- Customer service or client-facing experience.
- Strong problem-solving skills and a proactive mindset.
- Ability to learn new systems and processes quickly.
- Intermediate Microsoft Excel and Microsoft Word skills.
- Comfort working in a team-oriented environment.
Nice To Haves
- Background in customer service, administrative support, client services, business administration, operations coordination, retail, or hospitality.
Responsibilities
- Respond to client inquiries and requests professionally and in a timely manner.
- Research and analyze account, loan, and documentation information.
- Provide updates, reports, and status information to clients and internal partners.
- Coordinate activities across multiple departments to support business transactions.
- Investigate and resolve documentation or processing issues.
- Work with internal and external stakeholders to identify solutions and remove roadblocks.
- Maintain accurate records and documentation.
- Build strong working relationships with clients and colleagues.
- Manage multiple priorities while maintaining accuracy.
Benefits
- Medical, dental, and vision coverage, if eligible.
- Critical illness, accident, and hospital coverage, if eligible.
- 401(k) retirement plan with pre-tax and Roth post-tax contributions available, if eligible.
- Voluntary life and AD&D insurance for employees and dependents, if eligible.
- Short- and long-term disability coverage, if eligible.
- Health Spending Account (HSA), if eligible.
- Transportation benefits, if eligible.
- Employee Assistance Program, if eligible.
- Time off or leave, including PTO, vacation, or sick leave, if eligible.
- Onboarding and training program.
- Potential for hybrid flexibility after the initial training period.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
