Account Support Associate Job Description

Account Support Associate Job Description

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Account support associate provides advanced level support in the full Microsoft Office Suite, specifically Word, PowerPoint, Excel, and Outlook.

Account Support Associate Duties & Responsibilities

To write an effective account support associate job description, begin by listing detailed duties, responsibilities and expectations. We have included account support associate job description templates that you can modify and use.

Sample responsibilities for this position include:

Support tracking and implementation of annual functional sales goals and account plans
Investigate trade errors in advisory accounts
Keep sales informed on all new orders received and their status providing reporting as needed regarding allocations, ship windows
May own and manage an assigned book of business
Must be able to differentiate a system issue vs
Driver’s license, daily business travel between B
Develop and validate advanced data mining tools, algorithms, and other capabilities to
Processes various basic department related reports and utilizes departmental databases 3rd party applications
Contributes to departmental projects, documentation, general analysis and testing as needed
Supports established departmental policies and procedures

Account Support Associate Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Account Support Associate

Typically a job would require a certain level of education.

Employers hiring for the account support associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Supervision, Marketing, Graduate, Financial Services, Technical, Communications, Computer Science, Finance

Skills for Account Support Associate

Desired skills for account support associate include:

Employee benefit experience
Health insurance
Microsoft Outlook
Word
Excel
PowerPoint and Internet Explorer
Company culture
Core values
Employee development processes
Illustrator

Desired experience for account support associate includes:

Ability to tailor communication style across multiple functions
Ability to build internal and external relationships and networks
Monitors reports related to general maintenance issues
Participates in general User Agreement Testing (UAT) for systems and new process implementation
Travels to the RJA Operating Center in Memphis, Tennessee if deemed necessary in the event of a BCP (Business Continuity Plan) situation involving the St Petersburg campus or vice versa
Basic investment concepts, practices, procedures and industry regulations related to Mutual Funds

Account Support Associate Examples

1

Account Support Associate Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of account support associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account support associate
  • Monitor customer satisfaction, and assure customers are aware of the status of their requests and keep open communication to become aware of any customer needs
  • Assure that customer impacts of all software upgrades are clear and that the support team is apprised and ready for any challenges
  • Develop and provide Standard Operating Procedures based on business processes and information gathered during each phase of training that will provide support to end users once implementation is completed
  • Assist subject matter experts with resolving how-to issues and defining systems and processes to support customer knowledge of how to use our applications including reconciling customer and provider records
  • Coordinate work with third-party suppliers – both internal and external – to address support needs and issues
  • Arrange conference calls, video conferences or data conferences occasionally involving a global audience
  • Prepare and coordinate general correspondence and communication
  • Provision, greet and organize induction for new joiners
  • Develop relationships with stakeholders and client
  • Anticipate travel needs for staff, coordinate complex travel arrangements, and support with travel documentation and procedures (itineraries, visa/passport procedures)
Qualifications for account support associate
  • Basic mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, and averages
  • Principles and practices of customer relations and communication
  • Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet critical deadlines
  • Researching general issues to provide timely, accurate, analytical and supportive responses
  • High school diploma or equivalent and a minimum of zero (0) to three (3) years of experience in the financial services industry
  • Bachelor's degree in Business Administration, Information Technology, or related field required
2

Account Support Associate Job Description

Job Description Example
Our growing company is hiring for an account support associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account support associate
  • Maintain contact and email distribution lists
  • Compile, process and analyse data based on research objectives and prepare reports
  • Develop a trusted advisor relationship with key accounts and stakeholders
  • Ensure the timeline and successful delivery of solutions according to customer needs and objectives
  • Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
  • Assist with documentation of administrative processes
  • Independently processes and reviews moderately complex issues, analyzing and interpreting data to determine appropriate corrective action
  • Answers moderately complex calls and questions on operational topics and account maintenance
  • Utilizes various intermediate reports and departmental databases 3rd party applications
  • Retains ownership and follows through on calls received from internal/external customers and fund companies on issues or questions involving moderate operational topics and account maintenance
Qualifications for account support associate
  • Understanding of B
  • Self-starter with a bias towards action
  • Minimum of 5-7 years of experience working in a customer service function, preferably technology-oriented or software-as-a-service (SaaS) environment
  • Ability to multi-task with little or no supervision
  • BS degree in Business, Marketing, Communications is strongly preferred
  • 1-2 years work experience preferred in staff support role ideally in project management capacity
3

Account Support Associate Job Description

Job Description Example
Our innovative and growing company is looking for an account support associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account support associate
  • Heavily contributes to departmental projects, documentation, functional analysis and testing as needed
  • Assists with establishing and enforcing departmental policies and procedures
  • Monitors reports related to moderately complex maintenance issues
  • Assists associates with proper recordkeeping/note taking practices to ensure all advisor/client requests are completed in a timely fashion
  • Works with management team to analyze and report trends which will aide in streamlining processing procedures to help improve workflows without hindering service levels provided by the department
  • Leads departmental training as needed, act as lead person in group for technical problem resolution
  • Actively participates in intermediate User Agreement Testing (UAT) for systems and new process implementation
  • Develops and maintains relationships with select brokers and their clients at appropriate levels through regular contact
  • Traffics agreements/approvals for pending new clients
  • Coordinates with Account Management to ensure efficient onboarding of designated new clients
Qualifications for account support associate
  • Minimum of 1-2 years’ experience in a challenging EA and/or Account Manager position
  • Ability to work with utmost discretion and regard for confidentiality at all times
  • Capacity to work on own initiative
  • Action orientated approach in dealing with issues in an accurate manner
  • Must have experience in a multinational/global environment
  • Familiar with the use of presentations, conference reports, and status reports
4

Account Support Associate Job Description

Job Description Example
Our innovative and growing company is hiring for an account support associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account support associate
  • Makes initial contact with new business prospects and establishes initial relationship
  • Serves as liaison between client and creative, production, and data for designated new clients
  • Interpret and categorize contract terms and legal language
  • Use internal tools and systems to create client account hierarchies
  • Create and upload department materials to various internal systems
  • Will research incoming commission and fees for branch associates to ensure proper receipt and payment
  • May participate in defined work or projects of basic scope and complexity
  • Review Dental RFP submission
  • Identify missing information and work with Sales to get from Broker/Client
  • Quality check RFPs prior to submission
Qualifications for account support associate
  • An aptitude to learn Relationship Marketing industry (trends, competitors)
  • Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Funds
  • Intermediate mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, averages and balancing sufficient to complete job functions
  • Identifying financial events that affect transfers/balancing
  • Reconciling and correcting commission discrepancies
  • Associate’s Degree and a minimum of two (2) to five (5) years of experience in the financial services industry
5

Account Support Associate Job Description

Job Description Example
Our company is looking to fill the role of account support associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account support associate
  • Act as a liaison for clients for other departments including
  • Respond to implementation and growth requests received from clients, member expansion, and addition of benefit designs/products
  • Assists with set up of new business transactions in Sales Force and New Business Shared Drive Files
  • Responsible for the preparation, organization and distribution of application paperwork to prospective clients for life, disability and long term care insurance transactions
  • Tracks application paperwork to and from prospective clients and works with producers to ensure all information is obtained for submission to the insurance carrier or general agency for processing
  • Responsible for running carrier models to reflect insurance offer and carrier pricing
  • Reviews policies for accuracy and works with producer on how policy should be distributed to client
  • Maintains accurate and current database of fillable carrier applications which complies with agency management system/data integrity standards (enters and maintains complete and accurate information)
  • Other various administrative duties as assigned relating to existing clients and/or existing policy review and analysis
  • Replenishes consumables
Qualifications for account support associate
  • Bachelor Degree in Marketing, Business, Communications, Economics or Health Care OR 4 years experience involving independent work and judgment in health care, customer service/claims, health care operations
  • Ability to obtain Group I state insurance license within required time-frame
  • Interpersonal, verbal and written communications skills
  • Ability to learn quickly and provide feedback
  • High School Diploma / (GED) / Secondary School GCSE or equivalent
  • Self-starter, with strong initiative who is looking for a career track in Sales

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