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New Account Associate – Finance

United States, Waltham 22.00 - 23.00 USD / Hour · Job Posted May 05, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

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

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