Kforce Inc. logo

Account Processor

Kforce Inc.
  • Saint Paul, MN
  • $26–$28.58
Today

Job Description

Kforce has a client that is seeking an Account Processor in Saint Paul, MN. Summary: The Account Processor is responsible for performing a variety of document processing, recordkeeping, and administrative tasks associated with brokerage customer accounts within Wealth Management. This role requires a strong attention to detail, accuracy, and a thorough understanding of financial products and services. The Account Processor supports account maintenance activities, processes transactions, reviews documentation, and provides exceptional customer service to both internal and external clients. Key Responsibilities:
  • Process new account applications and maintain existing customer account information
  • Review, verify, and process financial and account-related documentation for completeness and accuracy
  • Record and update account transactions in a timely manner
  • Receive, classify, consolidate, and summarize documents and information
  • Complete reports and support operational and administrative activities
  • Perform quality reviews to ensure compliance with internal procedures and regulatory requirements
  • Research and resolve account discrepancies and processing issues
  • Respond to customer inquiries and requests for information
  • Escalate complex issues when appropriate to ensure timely resolution
  • Collaborate with internal partners to support account servicing and operational efficiency
  • Maintain confidentiality and security of customer information

Requirements:

  • High School diploma/GED or equivalent required
  • Strong attention to detail and organizational skills
  • Strong analytical and problem-solving abilities
  • Strong customer service and relationship management skills
  • Excellent verbal and written communication skills
  • Proficiency with data entry and computer applications
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Ability to work independently and as part of a team

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.


Numbers & Facts

LocationSaint Paul, MN
IndustryFinancial Services
Salary$26–$28.58
Company Size1,000 to 1,499 employees
Year Founded1962
Websitehttp://www.kforce.com/

About Company

Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services. Our KNOWLEDGEforce® empowers top companies to achieve their digital transformation goals. We curate teams of technical experts who deliver solutions custom-tailored to each client’s needs. These scalable, flexible outcomes are shaped by deep market knowledge, thought leadership and our multi-industry expertise.

 

Our integrated approach is rooted in 60 years of proven success deploying highly skilled professionals on a temporary and direct-hire basis. Each year, approximately 18,000 talented experts work with the Fortune 500 and other leading companies. Together, we deliver Great Results Through Strategic Partnership and Knowledge Sharing®.

Skills

  • Administrative Skillsunmatched
  • Analysis Skillsunmatched
  • Brokerageunmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Service Managementunmatched
  • Customer Service Operationsunmatched
  • Customer Support/Serviceunmatched
  • Data Entryunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Documentationunmatched
  • Documentation Reviewunmatched
  • Financial Servicesunmatched
  • Information/Data Security (InfoSec)unmatched
  • Legalunmatched
  • Maintain Complianceunmatched
  • Multitaskingunmatched
  • Operational Supportunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Reconciliationunmatched
  • Regulatory Requirementsunmatched
  • Request for Information (RFI)unmatched
  • Short Messaging Service (SMS)unmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Transaction Processing/Managementunmatched
  • Wealth Managementunmatched
  • Writing Skillsunmatched

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