Account Services Operations Specialist

6 days ago


Miami, Florida, United States Pacifica Continental Full time
Job Description

Pacifica Continental seeks a skilled Account Services Analyst to support its Miami location.

Responsibilities:
  • Maintain accurate customer information and process maintenance requests for new and existing accounts.
  • Review and update account opening documents, W-8 forms, and certificate of deposits as needed.
  • Support inquiries and investigations, reconcile G/Ls and account concentrations, and investigate unposted items.
  • Analyze customer requests through 360 CRM and provide solutions or additional information.
  • Verify signatures on client requests and complete exception item processing.
  • Maintain customer records by updating account information and supporting department employees with daily work and projects.
Requirements:
  • Excellent computer, people skills, and organizational skills.
  • Flexible schedule with potential for overtime.
  • High school diploma or bachelor's degree preferred; 5+ years of customer service experience and banking knowledge, including bank regulations.
  • Language skills: English and Spanish.
  • Reasoning ability: Apply common sense understanding to carry out instructions and deal with problems involving several concrete variables.
  • Computer skills: Microsoft Office applications, database, internet, spreadsheet, and word processing software.
Work Environment:

On-site in Miami. Flexible schedule with potential for overtime.

About Pacifica Continental:

Pacifica Continental is a reputable financial institution seeking a dedicated professional to join its team.



  • Miami, Florida, United States Terra International Services LLC. Full time

    Job Title: Marketing Operations SpecialistAbout the Role:Terra International Services LLC is seeking a highly organized and detail-oriented Marketing Operations Specialist to oversee the branding, marketing, and events for their assigned development project(s).Main Responsibilities:Manage daily marketing deliverables, ensuring quality control and budget...


  • Miami, Florida, United States A-CAP Services LLC Full time

    About A-CAP Services LLCA-CAP Services LLC is a leading asset management firm with a strong presence in the market. We specialize in providing innovative investment solutions to our clients, and we're seeking a highly skilled Portfolio Management & Investment Operations Specialist to join our team.


  • Miami, Florida, United States PrideStaff Financial Full time

    PrideStaff Financial: Lead Accounts Payable RoleWe are seeking a highly skilled Lead Accounts Payable Specialist to join our team in [Location]. As a key member of our financial operations, you will play a crucial role in ensuring the accuracy and efficiency of our accounts payable processes.About the Role:This is a full-time position with a competitive...


  • Miami, Florida, United States Pacifica Continental Full time

    Job DescriptionPacific Continental is seeking a highly skilled Financial Operations Specialist to join their team in Coral Gables. This role requires a strong background in accounting and excellent attention to detail, with the ideal candidate having experience in Big 4 firms.About the RoleThe successful candidate will manage all financial procedures to...


  • Miami, Florida, United States Banesco USA Full time

    About This RoleAt Banesco USA, we are seeking a highly skilled Cash Operations Specialist to join our team. The successful candidate will be responsible for operational processing of online accounts, performing account maintenance, and meeting system maintenance inbox SLA requirements.ResponsibilitiesOperational Processing: Assist in the operational...


  • Miami Gardens, Florida, United States Active Staffing Services Full time

    Job OverviewWe are seeking a detail-oriented and fast-paced Warehouse Operations Specialist to join our team.As a key member of our operations team, you will be responsible for ensuring the smooth flow of goods in and out of our warehouse facility.This is a great opportunity to work with a family-owned business that has been connecting talent and opportunity...


  • Miami, Florida, United States Mount Sinai Medical Center Full time

    Mount Sinai Medical Center Offers Competitive Compensation and BenefitsWe are proud to offer a competitive salary of $120,000 per year for our Operating Room Nurse Specialist position.About the PositionThis is a full-time opportunity to work in a dynamic and fast-paced environment at Mount Sinai Medical Center. As an Operating Room Nurse Specialist, you will...


  • Miami, Florida, United States Lennar Homes Full time

    At Lennar Mortgage, we are seeking a highly skilled Financial Operations Specialist to join our team. This role will be responsible for managing the day-to-day financial operations of the company, ensuring accurate and timely financial reporting, and maintaining effective relationships with investors.The ideal candidate will have a strong background in...


  • Miami, Florida, United States Kelly Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Accounting Specialist to join our team as a Financial Analyst.About the RoleThis is a part-time opportunity for 20 hours per week. The successful candidate will be responsible for preparing and maintaining financial statements and reports in accordance with GAAP, managing day-to-day accounting...


  • Miami, Florida, United States North Shore Medical Center Full time

    Job OverviewWe are seeking a highly skilled Medical Accounts Specialist to join our team at North Shore Medical Center. In this role, you will play a critical part in ensuring the accuracy and timeliness of patient accounts receivable.About UsAs a leading medical center, we offer continuous nursing, medical, and other health and social services on a 24-hour...


  • Miami, Florida, United States Creative Financial Staffing Full time

    About the Accounts Receivable Specialist RoleIn a fast-paced and growing manufacturing organization, you'll have the opportunity to excel in a dynamic environment committed to excellence. This role offers a great work-life balance and long tenure with low turnover.Responsibilities of the Accounts Receivable SpecialistPerform comprehensive reconciliations...


  • Miami, Florida, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Internal Audit Specialist to join our team at Creative Financial Staffing. As an Internal Audit Specialist, you will play a critical role in ensuring the effectiveness of our internal controls and risk management processes.About the Role:This is a fantastic opportunity for someone looking to...


  • Miami, Florida, United States Oklahoma Human Services Full time

    Job OverviewOklahoma Human Services is seeking a highly skilled Customer Service Eligibility Specialist to join our team.This role requires exceptional customer service, flexibility, and organizational skills in a fast-paced environment.ResponsibilitiesInterview clients, process electronic applications, and renewals for all Adult and Family Services programs...


  • Miami, Florida, United States Amerantbank Full time

    Job OverviewAmerant Bank seeks a seasoned Banking Specialist III to spearhead sales and service efforts, driving customer satisfaction and loyalty through tailored product solutions.About the RoleThis key position requires a deep understanding of Amerant Bank’s commitment to delivering exceptional customer experiences. As a Banking Specialist III, you will...


  • Miami, Florida, United States Rubenstein Law, P.A. Full time

    Job SummaryWe are seeking a skilled Customer Service Specialist to join our team at Rubenstein Law, P.A. as a Customer Service Legal Assistant. This role is responsible for providing exceptional client care and support in a fast-paced environment.About the RoleThe ideal candidate will have excellent communication and problem-solving skills, with the ability...


  • Miami, Florida, United States TRG Management Company, LLP Full time

    Job OverviewWe are seeking an experienced Maintenance Operations Specialist to join our team at TRG Management Company, LLP. This role is responsible for the maintenance and upkeep of our properties, including offices and other interior/exterior areas.Key Responsibilities:Perform hands-on maintenance tasks such as painting, carpet cleaning, and general...


  • Miami, Florida, United States Gravity IT Resources Full time

    Job OverviewAs an Office Operations Specialist at Gravity IT Resources in Miami, Florida, you will play a vital role in ensuring the smooth operation of our office services. This contract position requires reliable and hardworking individuals with excellent communication skills and experience in mailroom and office services.Estimated Salary: $45,000 -...

  • Day Porter

    1 week ago


    Miami, Florida, United States TamCare Services Full time

    At TamCare Services, we take pride in delivering exceptional green clean building services to commercial properties throughout Palm Beach, Dade, Broward, Martin, Orange, and Brevard Counties.We are seeking a motivated Day Porter - Janitorial Service Specialist to join our team. As a valued member of our team, you will play a vital role in maintaining the...


  • Miami, Florida, United States GFG Holdings Full time

    Job OverviewGFG Family Office Services, LLC is a wealth management company providing full administrative and financial management for our clients affiliated with GFG Capital. We are seeking a detail-oriented and experienced accounting professional to join our team.


  • Miami, Florida, United States BK Careers Full time

    Company OverviewBK Careers is a dynamic organization that values exceptional guest service. Our team operates under the direction of experienced leaders, ensuring a positive experience for our customers.Salary: $12-$15 per hourJob DescriptionResponsibilities:We are seeking a Restaurant Operations Specialist to join our team. As a key member of our operations...