Account Services Specialist Position Available In Hillsborough, Florida

Tallo's Job Summary:

Company:
Unclassified
Salary:
$41600
JobFull-timeRemote

Job Description

Account Services Specialist Mohr Talent Tampa, FL Job Details Contract $20 an hour 1 hour ago Qualifications Windows Data entry Financial services 1 year Account management Banking Entry level Full Job Description Account Onboarding Specialist Remote | Contract | $20/hr A national wealth management firm is seeking multiple Account Onboarding Specialists to support a high-volume transition of advisory firms. This is a full-time, fully remote , short-term contract role running June through July , with strong potential for full-time conversion (for Austin-based candidates only).

Key Responsibilities:

Enter and review client account data accurately and efficiently Process account transfers, rollovers, and updates (e.g., check writing, IRAs, margin accounts) Resolve missing or incorrect documentation with internal teams Support transitions between managed and non-managed accounts Maintain organized digital files and ensure compliance Collaborate with team members via Microsoft Teams in a video-on environment

Qualifications:

1-2 years of experience in financial services, banking, account maintenance, or logistics coordination Detail-oriented with a proven ability to handle data entry with speed and accuracy Proactive communicator with a collaborative and accountable work style Must provide your own Windows-based laptop or desktop (no Mac compatibility) Comfortable working full-time on camera in a remote setting Available during normal business hours; no secondary employment allowed during assignment

Additional Details:
Duration:

Contract through

June-July Pay:

$20/hour (weekly pay)

Interview:

Single-round virtual interview with hiring team

Location:

Fully remote (only Austin-based candidates are eligible for full-time conversion) 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. For compliance questions, contact our HR team at .

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