Southfield, MI, 48086, USA
42 days ago
Account Solutions Specialist - Southfield, MI
**What You’ll Do** + Process client liquidation requests with speed and accuracy. + Communicate with internal associates and Financial Advisors via email only—no phone support. + Follow strict procedures to ensure compliance with regulatory and internal standards. + Perform data entry and maintain organized digital records. + Collaborate with team members to ensure smooth workflow and timely execution. **What You Bring** + Exceptional written communication skills (email is your primary tool). + Strong attention to detail and a love for “money math.” + Ability to work quickly and accurately in a high-volume environment. + Willingness to work mandatory overtime during peak seasons. + A proactive mindset—recent grads and career changers encouraged to apply! **Skills That Set You Apart** + Accuracy and thoroughness in task execution. + Familiarity with financial systems and client service workflows. + Ability to manage multiple requests and prioritize effectively. + Comfort working independently and following structured procedures. **Why You’ll Love It Here** + Supportive, fast-moving team environment. + Exposure to financial operations and client service best practices. + A role that keeps you engaged and challenged every day.
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