New Account Associate – Finance

Waltham, Massachusetts, USA Temp to Hire
$ 22 - $ 23 per hour 04-24-2026 13:27:35 Job ID: FT1454290AM_1777037255

About the Role

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Finance – New Account Associate – Hybrid / Waltham, MA
Our client, a well-established organization within the financial services industry, is seeking a New Account Associate to support a high-volume, process-driven operations team. This role focuses on reviewing and processing new account documentation, maintaining accurate records, and serving as a key point of contact for internal partners and external clients.

Responsibilities

  • Review and process new account documentation to ensure accuracy, completeness, and compliance
  • Open and maintain client accounts across multiple account types and platforms
  • Perform routine account maintenance and updates within internal systems
  • Research and resolve account-related issues and discrepancies
  • Respond to internal and external inquiries with professionalism and attention to detail
  • Support internal audits, quality checks, and risk mitigation activities

Qualifications

  • Bachelor’s degree
  • 2+ years of experience in operations, finance, customer service, or data-driven roles

FT1454290AM_1777037255

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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

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