Account Operations Specialist

19 hours ago


Miami, Florida, United States Pacifica Continental Full time

We are looking for a talented Account Operations Specialist to join our team in Miami.

About the Job

This role involves providing top-notch support to our clients, ensuring their needs are met promptly and efficiently. As an Account Operations Specialist, you will be responsible for managing customer relationships, processing transactions, and resolving any issues that may arise.

With a strong focus on delivering exceptional customer service, you will work closely with other departments to ensure seamless communication and collaboration. Your excellent organizational skills and attention to detail will enable you to effectively manage multiple tasks and prioritize responsibilities.

We estimate the salary for this role to be around $60,000-$70,000 per year, depending on experience. If you're passionate about making a real difference in people's lives and have a strong background in finance, we'd love to hear from you

Key Responsibilities
  • Manage and maintain customer records, ensuring accuracy and up-to-date information.
  • Process transactions, including opening new CIFs, updating W-8 forms, and reviewing account opening documents.
  • Support and coordinate inquiries and investigations, providing solutions or additional information as needed.
  • Collaborate with other departments to ensure seamless communication and coordination.

Qualifications:

  • High school diploma or bachelor's degree preferred.
  • 5+ years of customer service experience and banking experience, including knowledge of bank regulations.
  • Excellent computer skills, particularly in Microsoft Office applications.
  • Ability to speak, read, and write English and Spanish fluently.

As an Account Operations Specialist at Pacifica Continental, you will have the opportunity to develop your skills in a dynamic and supportive environment. We offer competitive salaries, excellent benefits, and a collaborative culture that values teamwork and innovation.

Apply now and take the first step towards an exciting new challenge in finance



  • Miami, Florida, United States Insigneo Securities LLC Full time

    Job OverviewAt Insigneo Securities LLC, we are seeking a highly skilled Business Operations Specialist to join our team. As a key member of our operations department, this individual will play a vital role in ensuring the smooth execution of our account opening and maintenance processes.ResponsibilitiesAccount Opening and Maintenance: The successful...


  • Miami, Florida, United States Icon Management Group LLC Full time

    Job Description">As a Senior Accounts Payable Specialist at Icon Management Group LLC, you will play a crucial role in ensuring seamless financial operations by handling accounts payable, payroll, and other administrative tasks.">You will work closely with the company Controller to manage budgets, forecast expenses, and maintain accurate financial...


  • 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 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 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 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 Titan Placement Group Full time

    Job DescriptionTitan Placement Group is seeking an experienced Head of Accounting Operations to lead our finance team.About the RoleThe successful candidate will be responsible for managing day-to-day financial operations, ensuring compliance and financial stability.Key ResponsibilitiesManage financial operations, reporting, and complianceDevelop and...


  • 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, 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 Royalty Staffing Full time

    Company Overview:Royalty Staffing is a leading staffing agency that specializes in connecting top talent with innovative companies. Our client, an on-demand autonomous ride-hailing company, is looking for a skilled Autonomous Vehicle Operations Specialist to join their team. Estimated Salary: $60,000 - $80,000 per year, depending on experience and...


  • Miami, Florida, United States Pacifica Continental Full time

    Job DescriptionPacifica 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,...


  • 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 Vets Hired Full time

    The Vets Hired organization is seeking a skilled Computer Systems Operations Specialist to maintain the efficiency and availability of all computer systems, data, and voice communications at our properties.This role involves conducting systems administration tasks, including maintaining user accounts, configuring users, troubleshooting access issues, and...

  • Accounting Specialist

    2 weeks ago


    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 Pastime Restaurant Llc Full time

    Pastime Restaurant LLC is a small restaurant with potential to be much larger. We are looking for an experienced food service team member to join our team as a Restaurant Operations Specialist. The ideal candidate will have some fast-paced kitchen experience, be willing to learn, and able to adapt to our unique work environment.About the RoleThis is an...


  • 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 Medusind Full time

    Join Medusind, a leader in healthcare revenue cycle management, as a highly skilled Medical Collections Specialist. As part of our esteemed team, you will play a pivotal role in driving revenue growth and ensuring the highest level of client satisfaction.About the RoleWe are seeking an experienced professional to supervise and coordinate the activities of...


  • Miami, Florida, United States Quantfury Full time

    About the RoleWe are seeking a highly skilled Market Operations Manager to oversee our Product Communication Specialists in Spanish Markets. As part of our aggressive expansion, this role will be responsible for ensuring the smooth operation of our platform and overseeing key operational tasks such as processing customer withdrawals, auditing refund...


  • Miami, Florida, United States TEAM Concepts Corp Full time

    Job SummaryAs an Accounts Payables Specialist and Receivables Coordinator at TEAM Concepts Corp, you will play a vital role in maintaining the financial health of our organization.We are seeking a highly organized and detail-oriented individual to join our team. The successful candidate will be responsible for managing accounts payable files and records,...


  • 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...