Account Services Specialist

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🔥 1 hour ago

⛰️ Colorado, Nebraska, +2 more states – Remote

⛰️ Colorado – Remote 🌾 Nebraska – Remote 🗽 New York – Remote 🏈 Ohio – Remote

⏰ Full Time

🟢 Junior

✨ Account Specialist

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Dayforce

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏢 Enterprise

👥 HR Tech

☁️ SaaS

💰 $1G Post-IPO Debt - Dayforce on 2024-03

Enterprise • HR Tech • SaaS

Dayforce is a cloud-based human capital management (HCM) platform that provides workforce management, payroll, HR, talent management, time and attendance, scheduling, and benefits administration solutions. It integrates payroll and workforce management in a single application and is used by employers to manage employee lifecycle, payroll processing, compliance, and workforce analytics.

📋 Description

• Accurately inputs customer data from applications to set up new accounts. • Manages basic financial operations including redemptions, purchases, exchanges, TIK’s, and account rebalancing. • Executes retirement plan account transactions in line with IRS standards. • Begins incoming transfers by dispatching required documents to the custodian. • Tracks transfer statuses and ensures follow-up until completion. • Oversees shareholder account updates and manages returned mail. • Coordinates with broker-dealers or clients to gather missing account information and seek necessary clarifications. • Connects accounts for rights of accumulation or plans accounts and processes letters of intent. • Accurately prepares and reconciles check deposits. • Engages with clients as necessary for general information, issue resolution, inquiries, or reporting needs. • Maintains daily communication with team members and related departments for inquiry follow-ups and workflow management. • May perform other duties as required and assigned.

🎯 Requirements

• Bachelor’s degree in business administration or a related field. • 1-3 years of experience in client services or a related field. • Background in the financial services industry. • Series 6 license is an asset. • Equivalent education and experience will be considered.