Account Setup Coordinator

Lancesoft

Knoxville, TN

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JOB DETAILS

SALARY

$19

SKILLS

Alliance/Partner Management, Banking Services, Benchmarking, Customer Relationship Management (CRM), Customer Support/Service, Data Entry, Detail Oriented, Financial Services, Know Your Customer (KYC), Maintain Compliance, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft SharePoint, Microsoft Word, Money Laundering, Organizational Skills, Presentation/Verbal Skills, Salesforce.com, Time Management, Writing Skills

LOCATION

Knoxville, TN

POSTED

5 days ago

Job Description:

Title: Account Setup Coordinator
Location: Knoxville TN 37920
Pay Rate: $20/hr

The Account Review Specialist plays a critical role in ensuring customer accounts meet all
internal policy requirements to align with federal Anti-Money Laundering expectations. This
position involves partnering with relationship managers and customers to remediate
accounts, deliver excellent customer service, and ensure compliance within strict
deadlines.

Key Responsibilities
Review and remediate customeraccounts to ensure compliance.
Collaborate with internal and external relationship managers and customersto resolve
account issues.
Maintain high standards of customer service while managing remediation efforts.
Ensure accounts are policy-compliant within designated timeframes.
Meet daily production and quality benchmarks.
Document and track account activities accurately.

Required Qualifications
Proficiency in Microsoft Office Suite (Outlook, Excel, SharePoint, Word, Teams, etc.).
Advanced organizational and critical thinking skills.
Exceptional attention to detail and the ability to work efficiently under pressure.
Demonstrated adaptability to changing requirements.
Commitment to maintaining confidentiality throughout all account review processes.
Strong computer and data entry skills.
Excellent verbal and written communication.

Preferred Skills
Knowledge of Anti-Money Laundering (AML) regulations.
Experience in banking or financial services.
Familiarity with Salesforce and KYC processes.
Work Environment
This role begins with in-office training and transitions to a remote upon completion.

About the Company

Lancesoft

We are a $125 Million, NMSDC-certified Minority & Woman owned Workforce Solutions Company headquartered in the DC metro area with presence across US with global presence - Canada, Mexico, India, UK, Malaysia, Indonasia, Hongkong, Singapore, UAE. We are specialized in providing Workforce Solutions, SOW project delivery, Engineering Solutions, Creative Services. We currently support 100+ Fortune companies globally and across multiple industry segments. We are currently supporting several massive programs across industry segment nationally/globally (Intel, Ally, AMD, QUALCOMM, Morgan Stanley, Kraft/ Mondelez, MNP, Amdocs, Dell, SanDisk, Medtronic, Becton Dickinson, GE, Lockheed Martin, UTC, L-3 Communications, Caterpillar, BMW, Mercedes Benz, National Grid, Dominion, Energy Future Holdings, PSEG, 3M, Fidelity, Aetna, Humana, Johnson & Johnson, Pfizer, Merck etc).

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.

COMPANY SIZE

2,000 to 2,499 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2000

WEBSITE

http://www.lancesoft.com/

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