Account Services Specialist I – Deceased

United States·Moon Townshipmid

Other

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Quick Summary

Overview

OBJECTIVE Provide specialized account support by working with members, internal teams, and third-party agencies to ensure the accurate and timely handling of sensitive account matters.

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OBJECTIVE

Provide specialized account support by working with members, internal teams, and third-party agencies to ensure the accurate and timely handling of sensitive account matters. Maintain a high level of operational accuracy and compliance by adhering to established procedures and regulatory requirements. Self-motivated and adaptable, with the ability to excel in a fast-paced, team-oriented environment and embrace change with flexibility and focus.

WORKING HOURS:

Monday-Friday 8:00am-5:00pm.

This position follows a hybrid schedule, with one (1) day per week required in the office and the remaining days can be worked virtually.

MINIMUM QUALIFICATIONS:

1 year of experience in a financial institution or service-related role
High School diploma or equivalent required
Ability to work independently, as well as multi-task and prioritize work tasks
Professional communication skills and ability to communicate with members, team members, collaborating departments, and management through various channels as needed
Superior adaptability and works well under pressure
Excellent computer skills and the ability to quickly learn new applicable systems
Demonstrates general knowledge of or willingness to learn how AI tools are being used in a responsible way to improve results, adapt workflows, and support a culture of innovation

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Account Service Operations – 85%

Respond to specialized account-related inquiries from members and external parties
Review and process documentation related to member account changes and updates
Collaborate across departments and with external entities to gather information and resolve issues
Conduct detailed account research and act in accordance with established policies
Maintain accurate records by utilizing internal systems to track account status, actions, and resolutions
Identify and report accounts requiring further action to Member Resolutions Management

Growth and Development – 10%

Stay current with industry trends, applicable regulations, procedures, and system updates
Identify efficiencies and process improvements within your daily responsibilities. Collaborate with management to implement improvements
Attend training sessions, webinars, and industry conferences when required
Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information

Other duties as assigned – 5%
Support Clearview’s Commitment to fostering a workplace where every individual feels welcomed, valued, and supported. Embrace and celebrate the unique differences of others, treat all people with fairness and respect, and contribute to an inclusive experience where everyone is encouraged to grow and pursue opportunities that lead to a better life. Understand and champion the belief that a diverse and inclusive workplace is essential to Clearview’s vision and success

Clearview is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity and/or expression, age, disability, genetic information, familial status, military status, or any other characteristic protected by applicable federal, state, or local law. This commitment applies to all employment practices, including recruitment, hiring, promotion, compensation, benefits, training, and termination. We provide reasonable accommodations as required by law