Account Specialist

Robert Half Finance & Accounting

Chicago, IL 60684

Posted 1 month ago

Job Description


Exciting career-building opportunity at a rapidly growing firm located in Downtown Chicago!!

To apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Job Description:

+ Through both the Call Center and Account Relations teams as assigned, provide superior customer service to existing and prospective customers, responding to general and product inquiries, resolving customer issues, assisting customers with electronic services, and identifying cross-selling opportunities for products/services.

+ Assist customers with account opening and account retitlement.

+ Manage online services which includes approval of bill pay enrollment, monitoring secured email, monitoring online account opening and monitoring customer service email.

+ Perform account servicing functions, including: Order debit cards and mail-in check orders, Receive and manage Trust and Estate paperwork and Title investments, Handle changes of signers. Maintain specialized customer accounts.

+ Close and pay out deceased investor accounts to beneficiaries. This involves handling more complex situations which includes responsibility for direct communication with attorneys.

+ Monitor accounts for fraud.

+ Stay abreast of products and services, as well as state compliance for account openings.

+ Other duties as assigned, including but not limited to providing backup for Lending Specialist and IRA Specialist positions.



+ Bachelor’s degree preferred or a combination of experience and education

+ 3-5 years of experience in a depository institution or equivalent experience, including dealing with retirement accounts

+ 3-5 years of Call Center experience required, preferably in banking or Credit Union environment.

+ Strong knowledge of related state and federal banking compliance regulations and operational policies, preferred.

+ Comfortable handling difficult problems involving multiple facets and variables.

+ Strong customer service and interpersonal skills, as well as excellent verbal and written communication skills.

+ Able to adapt quickly to computer programs and advanced knowledge of Microsoft Office Suite

To apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app ( and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

© 2022 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use ( .

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