Account Setup Coordinator
TITLE: Account Setup Coordinator
LOCATION: Information not provided.
ANTICIPATED DURATION: From 06/01/2026 to 05/31/2027
Responsibilities:
- Review and remediate customer accounts to ensure compliance.
- Collaborate with internal and external relationship managers and customers to resolve account issues.
- Maintain high standards of customer service while managing remediation efforts.
- Ensure accounts are policy-compliant within designated timeframes.
- Meet daily production and quality benchmarks.
- Document and track account activities accurately.
Requirements:
- Proficiency in Microsoft Office Suite (Outlook, Excel, SharePoint, Word, Teams, etc.).
- Advanced organizational and critical thinking skills.
- Exceptional attention to detail and the ability to work efficiently under pressure.
- Demonstrated adaptability to changing requirements.
- Commitment to maintaining confidentiality throughout all account review processes.
- Strong computer and data entry skills.
- Excellent verbal and written communication.
Preferred Experience:
- Knowledge of Anti-Money Laundering (AML) regulations.
- Experience in banking or financial services.
- Familiarity with Salesforce and KYC processes.
The hourly pay rate range for this position is $0.00 to $19.00 (dependent on factors including but not limited to client requirements, experience, statutory considerations, and location). Benefits available to full-time employees: medical, dental, vision, disability, life insurance, 401k and commuter benefits.
Synergis is proud to be an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, ethnicity, national origin, religion, age, gender, gender identity, political affiliation, sexual orientation, marital status, disability, military/veteran status, or any other status protected by applicable law.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the requirements of applicable state and local laws, including but not limited to, the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act.
For immediate consideration, please forward your resume to rkumar@Synergishr.com.
If you require assistance or an accommodation in the application or employment process, please contact us at rkumar@Synergishr.com.
Synergis is a workforce solutions partner serving thousands of businesses and job seekers nationwide. Our digital world has accelerated the need for businesses to build IT ecosystems that enable growth and innovation along with enhancing the Total Experience (TX). Synergis partners with our clients at the intersection of talent and transformation to scale their balanced teams of tech, digital and creative professionals. Learn more about Synergis at www.synergishr.com.