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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
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