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Account Services Associate Jobs Near Me

500 Degrees

Account Coordinator

Columbus, OH · On-site

$18.75 - $24.25/hr

500° is looking to add an Account Coordinator to our Account Services team. The Account ... Associate or bachelor's Degree with focus in communications, marketing or related field and/or 0-2 ...

New

500 Degrees

Account Coordinator

Columbus, OH · On-site

$18.75 - $24.25/hr

500° is looking to add an Account Coordinator to our Account Services team. The Account ... Associate or bachelor's Degree with focus in communications, marketing or related field and/or 0-2 ...

New

Eastport Holdings

Account Coordinator

Columbus, OH · On-site

$50K/yr

500 is looking to add an Account Coordinator to our Account Services team. The Account Coordinator ... Associate or bachelors Degree with focus in communications, marketing or related field and/or 0-2 ...

Eastport Holdings

Account Coordinator

Columbus, OH · On-site

$50K/yr

500° is looking to add an Account Coordinator to our Account Services team. The Account ... Associate or bachelor's Degree with focus in communications, marketing or related field and/or 0-2 ...

Von Maur

CUSTOMER SERVICE COUNTER

Columbus, OH · On-site

Customer Service Counter Associate As a Customer Service Counter Associate, you keep the store ... Provide customer charge account services, including opening accounts, accepting payments, and ...

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How much do account services associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for account services associate in the United States is $22.07, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $25.00 per hour, depending on experience, location, and employer.
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What states have the most Account Services Associate jobs? States with the most job openings for Account Services Associate jobs include:
What are the most commonly searched types of Account Services jobs? The most popular types of Account Services jobs are:
Account Services Associate jobs near you
A map of the United States highlighting the number of Account Services Associate job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Account Services Associate job openings in each state, with California having the most at 2 and Alaska the least at 0.

Account Services Specialist I

ultimus

Columbus, OH

Full-time

Re-posted 14 days ago

Job description

SUMMARY

The Account Services Specialist I is integral to our transfer agency operations, focusing on the creation of new accounts, execution of financial transactions, and meticulous record-keeping for our mutual fund clients. Additionally, this role entails minimal direct client interaction but requires substantial collaboration with internal team members.

KEY ACCOUNTABILITIES

  • Accurately inputs customer data from applications to set up new accounts.
  • Manages basic financial operations including redemptions, purchases, exchanges, TIK’s, and account rebalancing.
  • Executes retirement plan account transactions in line with IRS standards.
  • Begins incoming transfers by dispatching required documents to the custodian.
  • Tracks transfer statuses and ensures follow-up until completion.
  • Oversees shareholder account updates and manages returned mail.
  • Coordinates with broker-dealers or clients to gather missing account information and seek necessary clarifications.
  • Connects accounts for rights of accumulation or plans accounts and processes letters of intent.
  • Accurately prepares and reconciles check deposits.

WORKING RELATIONSHIPS

  • Engages with clients as necessary for general information, issue resolution, inquiries, or reporting needs.
  • Maintains daily communication with team members and related departments for inquiry follow-ups and workflow management.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

  • Bachelor’s degree in business administration or a related field.
  • 1-3 years of experience in client services or a related field.
  • Background in the financial services industry.
  • Series 6 license is an asset.

  • Equivalent education and experience will be considered.

KNOWLEDGE

  • In-depth understanding of retirement products, including IRA’s, and other plans.
  • Knowledge of mutual funds and alternative investment offerings.
  • Microsoft Office Suite.
  • Adobe Acrobat.

SKILLS AND ABILITIES

  • Troubleshoots issues utilizing creative and critical thinking skills.
  • Multitasking, analytical, and organizational skills.
  • Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
  • Demonstrates personal integrity, responsibility, and accountability.
  • Effectively uses resources such as time and information in conjunction with associates.
  • Participates in solving problems and making decisions.
  • Presents and expresses ideas and information, written and oral, clearly, and concisely.
  • Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
  • Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
  • Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
  • Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

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