Account Services Specialist

Company: Mohr Talent
Location: Austin
Posted on: May 2, 2025

Job Description:

Account Services Specialist

Austin, TX (4 days in office, remote Fridays)

Full-Time - Entry-Level - $50,000 Salary

We're working with a top-tier financial services firm in Austin, TX, seeking a detail-oriented Account Services Specialist to join their growing operations team. This is a true entry-level opportunity with a clear path for advancement into a Concierge-level role.

What You'll Do

• 
  
• Enter and maintain account data for existing and transitioning financial firms
  
• Review paperwork for completeness and accuracy
  
• Partner with custodians, cashiering, trading, and compliance teams to ensure smooth processing
  
• Initiate transfers, rollovers, account updates, closures, and corrections
  
• Communicate directly with advisors and staff to resolve documentation issues
  
• Gain hands-on experience with account management software and compliance protocols
  
  
  What We're Looking For
  
  
  • 
    
  • A critical thinker who's naturally organized and detail-focused
    
  • Strong communication and customer service skills
    
  • Proficient with Microsoft Office (Excel, Word, Outlook)
    
  • Ability to multitask and prioritize under time-sensitive deadlines
    
  • Willingness to work occasional overtime during high-volume periods
    
  • Previous financial services exposure is a plus, but not required
    
    
    Who This Is Great For
    
    
    • 
      
    • Recent graduates or early-career professionals looking to break into financial services
      
    • Individuals with a passion for operations, client service, and process improvement
      
    • Those who thrive in collaborative, fast-paced environments
      
      
      Interview Process
      
      
      • 
        
      • Initial interview with team managers
        
      • Final interview with a panel of senior staff (via Zoom or in person)
        
        
        Interested in building a long-term career in finance? Apply now with your most up to date resume -be considered for this exciting opportunity.
        
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        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. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com

Keywords: Mohr Talent, San Marcos , Account Services Specialist, Other , Austin, Texas