Customer Account Investigator I

Description: Client Account Researcher Performs back-office account research and executing monetary adjustments on customer accounts. This role involves processing refunds, managing client-driven requests and navigating third-party systems to address ad-hoc inquiries. In some cases, detailed investigative work may be required to resolve account discrepancies. This position is located in Woodbury, NY.

Responsibilities: -Performing refund adjustments and processing refunds-Client-driven requests-Navigating third-party systems for ad hoc inquiries.-Investigative work may also be necessary to resolve account discrepancies.

Requirements: -The position requires a strong attention to detail and the ability to work independently or part of a team.-High School Diploma or its equivalent education required; Bachelor’s Degree (BA/BS) desired, preferably in Accounting or Finance.-One (1) year of banking/back-office research and/or account maintenance experience is preferred.