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Account Operations Specialist
1 week ago
We are seeking an experienced Account Operations Specialist to join our team at Tendo by Tonik. In this role, you will be responsible for managing client accounts, processing transactions, and providing exceptional customer service.
About the Team
- Work closely with internal teams to ensure seamless client experiences.
- Develop and maintain accurate records and reports to track client interactions and progress.
- Collaborate with cross-functional teams to resolve issues and meet client needs.
- Provide expert guidance on financial products and services to clients.
Requirements
- Bachelor's degree in Business Administration, Finance, or related field.
- At least two years of experience in account management, finance operations, or a related field.
- Strong communication and interpersonal skills.
- Proficiency in Microsoft Excel and Google Suite.