1+ months

Financial Clerk

Kelly Services
Westlake, OH 44145
Kelly Services is hiring NOW for Financial Clerks in Westlake, OH

*Relevant experience would include financial industry background, banking, mortgage loan officers/processors, tellers etc.*

Pay Rate: $17/hr

Hours: 8am-5pm or 9am-6pm

**This is a temp-to-hire position**

Job Title: Operations Associate II - Account Services and Transfers

Job Summary:

The Operations Associate II for the Account Services and Transfers department processes new accounts, incoming

and outgoing transfers and file maintenance requests accurately, efficiently and in accordance with documented

processes and procedures. Develops and enhances the client experience by providing superior customer service and

support to clients by phone and email.

Essential Functions:

Processes new client accounts

Provides status updates to clients regarding new accounts, incoming and outgoing transfers, and file

maintenance requests

Resolves client concerns, performs research and responds accordingly both internally and externally.

Corresponds with clients to clarify corrections and requests additional information as needed

Updates client account information to ensure accuracy of client information

Processes returned mail received and prepares and mails out client documents

Coordinates the transfer of cash and assets through successor custodians

Ensures accuracy of information through data verification affording timely processing of transfer requests


High School Diploma or GED

Minimum 1 year of experience in the retirement and/or financial industries

Minimum 1 year of experience in a customer driven environment

Experience with IRS guidelines preferred

Basic level of proficiency in Microsoft Office

Ability to type a minimum of 45 WPM preferred

Basic 10 key skills


This job operates in a professional office environment. This role routinely uses standard office equipment. While

performing the duties of this job, the Associate is regularly required to speak and hear. The associate is frequently

required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It

requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary

You can schedule a phone interview straight to my calendar at:

**Why Kelly** **** **?**

Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2022-05-20 Expires: 2022-07-04

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Financial Clerk

Kelly Services
Westlake, OH 44145

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