Financial Services Representative **Remote

Position: Financial Services Representative **Remote""

This role is Fully Remote

Schedule: Full-time, Monday to Friday (overtime as needed)

Temporary for 2 months

About the Role:

As an Account Services Specialist, you will play a vital role in supporting the onboarding and ongoing management of client accounts. This position requires strong attention to detail, critical thinking skills, and a willingness to learn and navigate complex financial processes.

Key Responsibilities:

• Enter and maintain account data for existing and transitioning firms
• Review new account submissions for completeness and accuracy
• Respond to inquiries regarding paperwork and account setup
• Initiate incoming transfers and direct rollovers
• Update client account details and special account features
• Assist in resolving documentation issues and educate advisors on system processes
• Organize and maintain digital client records
• Process account closures and update statuses accordingly

Qualifications:

• High school diploma required; associate or bachelor’s degree preferred
• Previous experience in financial services is a plus
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Good organizational and communication skills
• Ability to multitask and thrive in a fast-paced, deadline-driven environment
• Willingness to work overtime during peak periods

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at

Seniority level

• Seniority level
  
  Entry level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Administrative and Finance
• Industries Staffing and Recruiting

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