Member Services Operations Associate

Job Summary

A company is looking for an Associate, Member Services Financial Operations.

Key Responsibilities

• Process account transactions such as closures, transfers, withdrawals, and stop payments accurately and timely
• Respond to requests via team inbox, Salesforce, and SharePoint while ensuring compliance with policies and procedures
• Assist in team growth projects, training, and continuous process improvements

Required Qualifications

• High school diploma or GED required
• 1-2 years of experience in data entry and analysis, preferably in a financial or healthcare setting
• Experience with fund transfers and distributions is desired
• Proficient in Microsoft Office Suite and 10-key
• Continuing education in Business or Finance is preferred