Compunnel Inc. · 6 hours ago
Financial Account Representative-- BARDC5724493
Compunnel Inc. is seeking a Financial Account Representative to support the day-to-day operations of opening and maintaining customer financial accounts. This role involves reviewing and processing new account applications, activating stock plans, and ensuring compliance with banking and brokerage regulations.
Responsibilities
Review paper and online account applications to ensure all required information is complete and accurate
Process new account openings, updates, and stock plan activations efficiently and with attention to detail
Investigate and resolve application issues, exceptions, and reconciliation reports
Support risk and fraud prevention by identifying incomplete, suspicious, or high-risk account activity
Respond promptly to inquiries from Operations and Customer Service teams
Partner with multiple business teams to ensure compliance with financial rules and regulations
Complete daily workloads on time to maintain high service and accuracy standards
Qualification
Required
At least 1 year of experience in financial operations or a related role
Preferred
Experience working with banking or brokerage account regulations
Bachelor's degree
Experience creating or managing DocuSign forms
Strong written and verbal communication skills
Analytical skills with the ability to research issues and present findings
Highly organized with strong attention to detail
Proficiency in Microsoft Word, Excel, and similar tools
Self-starter who can work independently or collaboratively in a team environment
Company
Compunnel Inc.
Compunnel Inc. is where AI-native solutions meet human ingenuity, helping enterprises reimagine talent, technology, and growth.
H1B Sponsorship
Compunnel Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2276)
2024 (1682)
2023 (1992)
2022 (2366)
2021 (2223)
2020 (2220)
Funding
Current Stage
Late StageCompany data provided by crunchbase