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New Account Associate – Finance

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Beacon Hill

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Location:
United States , Waltham

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Category:
Finance

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Contract Type:
Not provided

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Salary:

22.00 - 23.00 USD / Hour
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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

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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