Account Operations Specialist

Aston Carter•City of Albany, NY

2d•$17 - $21•Onsite

About The Position

The Account Operations Specialist provides administrative and operational support to ensure the accurate and efficient processing of account-related activities while delivering exceptional service to both internal and external customers. This role is responsible for handling account maintenance functions, processing documentation and requests, maintaining records, conducting research and reconciliations, and supporting various operational workflows in accordance with company policies, procedures, and regulatory requirements. The Specialist collaborates with multiple departments and provides operational support as needed to help maintain service quality, efficiency, and compliance standards.

Requirements

Proficiency in administrative tasks and Microsoft Excel.
Strong documentation and data entry skills.
Experience with Microsoft Office Suite.
Ability to manage administrative functions such as filing and office support.
Clerical administrative skills, including reconciliation.
High School Diploma or GED required.
2-3 years of administrative experience.

Responsibilities

Process account-related requests and documentation accurately and within established service level expectations.
Perform a variety of administrative and operational support functions, including mail processing, document management, and data entry.
Maintain accurate records and ensure proper retention of documentation in accordance with company policies and regulatory requirements.
Compile, track, and maintain daily, weekly, and monthly operational reports and statistics.
Review and respond to service requests within established turnaround times and customer service standards.
Research and resolve account inquiries, discrepancies, and operational exceptions.
Perform account maintenance activities and updates while ensuring accuracy and compliance.
Conduct daily reconciliation reviews and maintain supporting documentation for outstanding items.
Investigate and follow up on unresolved reconciliation issues, working collaboratively with appropriate departments to achieve timely resolution.
Process returned mail, address updates, and related account maintenance activities.
Support internal teams by handling operational requests and responding to inquiries.
Provide phone and email support to internal and external customers, delivering a high level of customer service.
Assist with special projects, audits, reporting requirements, and other operational initiatives as assigned.
Cross-train and provide support to other operational functions to ensure business continuity and service excellence.