Account Setup Coordinator
About The Position
This position is responsible for working with various areas within the company to successfully implement products and services for customers. Acts as the primary internal contact. Coordinates activities with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner. Resolves issues relating to missing or conflicting product information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers, operations, bankers and/or legal staff where applicable.
Requirements
- Associate's degree, or equivalent work experience
- One to two years of clerical and/or customer service experience
Nice To Haves
- Some knowledge of the organization, products, services and systems
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to identify and resolve/escalate problems
- Excellent interpersonal, verbal and written communication skills
- Proficient computer skills, especially Microsoft Office applications
- Strong attention to details
- Strong time management and prioritizing tasks
- Ability to anticipate needs and drive solutions
- Ability to work in a high-volume environment with adaptability to change
Responsibilities
- working with various areas within the company to successfully implement products and services for customers
- Acts as the primary internal contact
- Coordinates activities with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner
- Resolves issues relating to missing or conflicting product information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers, operations, bankers and/or legal staff where applicable.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
