Financial Services Specialist

2 days ago


Phoenix, Arizona, United States LHH Recruitment Solutions Full time
Job Summary

LHH Recruitment Solutions is seeking a meticulous Accounts Receivable Specialist to support our client's invoicing and collections processes. As a Financial Services Specialist, you will be responsible for maintaining accurate records, ensuring timely payments, and fostering strong client relationships.

Key Responsibilities:
  • Invoicing and Collections: Process and record all incoming payments accurately and promptly, generate and distribute invoices and account statements, and follow up on outstanding invoices and communicate effectively with clients regarding payment issues.
  • Account Reconciliation: Reconcile accounts and prepare detailed reports on receivables, collaborate with the finance team to manage cash flow and forecast future revenues, and assist in month-end and year-end closing procedures.
  • Customer Record Management: Maintain current customer records and documentation.
Requirements:
  • A Bachelor's degree in Finance, Accounting, or a related field is preferred.
  • Previous experience as an Accounts Receivable Specialist or in a similar role.
  • Solid understanding of accounting principles and practices.
  • Proficiency in accounting software and Microsoft Excel.
  • Excellent communication and negotiation skills.
  • Strong attention to detail and organizational abilities.
Compensation:

The estimated annual salary for this position is $45,760 - $50,240, depending on location and experience.



  • Phoenix, Arizona, United States Stellantis Financial Services US Full time

    About UsStellantis Financial Services US is a leading provider of financial solutions to the automotive industry, delivering innovative products and services that enhance customer experiences.Job SummaryWe are seeking an experienced Delinquent Loan Collections Specialist to join our team. This role involves collecting and resolving delinquent auto loan...


  • Phoenix, Arizona, United States Spieldenner Financial Group Full time

    We are currently seeking highly motivated individuals to join our team as Financial Services Advisors. As a member of our team, you will have the opportunity to work with mid-market families and help them protect their financial well-being from unexpected downturns in the economy, critical illness, disability, or death.Our company, Spieldenner Financial...


  • Phoenix, Arizona, United States Discover Financial Services Full time

    Discover Your Career PathWe are a leading digital banking and payments company committed to delivering exceptional customer experiences. Our team is dedicated to helping customers achieve financial stability and success.Job Description:Role OverviewAs a Customer Account Recovery Specialist, you will play a critical role in resolving delinquent credit card...


  • Phoenix, Arizona, United States OneMain Financial Full time

    OverviewAt OneMain Financial, we're dedicated to improving the financial well-being of hardworking Americans. Our team helps millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures, and extending household budgets.


  • Phoenix, Arizona, United States Lumina Financial Solutions Full time

    About the RoleWe are seeking a skilled Financial Services Sales Professional to join our team at Lumina Financial Solutions.As a sales representative, you will be responsible for selling insurance products to clients and helping them achieve their financial goals.Estimated Salary Range:$75-150K per yearKey ResponsibilitiesSell insurance products to clients,...


  • Phoenix, Arizona, United States Stellantis Financial Services US Full time

    Company OverviewStellantis Financial Services (SFS) is a captive finance company for a leading automaker, offering exciting growth opportunities to advance your career. With a commitment to enhancing customer experience, we provide a world-class team and culture that values innovation and excellence.SalaryAs a Collections Representative at Stellantis...


  • Phoenix, Arizona, United States Stellantis Financial Services US Full time

    Job Description: We are seeking an experienced Fraud Prevention Specialist to join our team at Stellantis Financial Services US.About the Role: The Sr. Fraud Prevention Specialist will be responsible for investigating, detecting, and preventing fraud to mitigate risk of loss to the company. This includes conducting research, gathering information, and...


  • Phoenix, Arizona, United States New York Life Full time

    New York Life is among the strongest and most respected financial companies in the world. Our mission is to provide long-term security and peace of mind for individuals, families, and small businesses through our insurance, annuity, and investment solutions.About New York LifeWe act with integrity and humanity in all our interactions with policy owners,...


  • Phoenix, Arizona, United States Magellan Financial & Insurance Services, Inc. Full time

    About Magellan Financial & Insurance Services, Inc.We are a leading distribution and marketing partner to independent financial advisors nationwide.To help advisors grow and succeed, we deliver cutting-edge solutions, services, and tools that redefine what's possible in the financial services space.Our mission is to empower innovation and drive excellence in...


  • Phoenix, Arizona, United States Yoh Full time

    About YohYoh, a reputable company, is looking for an experienced Financial Recovery Specialist to join our team. As a respected employer in the industry, we strive to provide excellent opportunities for growth and development.Salary InformationThe estimated salary range for this position is $21.00-$22.00 per hour, reflecting the expertise and skills required...


  • Phoenix, Arizona, United States Stellantis Financial Services US Full time

    About the Role: We are seeking an experienced Senior Salesforce Release Manager to join our team at Stellantis Financial Services US. The successful candidate will be responsible for managing complex Salesforce environments, overseeing release processes, and collaborating with cross-functional teams to ensure smooth deployments and environment stability.As a...


  • Phoenix, Arizona, United States Charles Schwab Full time

    About Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Your OpportunityWe're seeking a highly skilled Customer Experience Specialist to...


  • Phoenix, Arizona, United States USAA Full time

    USAA Retirement Income Specialist RoleWhy Choose USAA?At USAA, we're dedicated to facilitating the financial security of millions of U.S. military members and their families. Our mission-driven approach sets us apart and offers a sense of purpose and fulfillment that's hard to find elsewhere. By joining our team, you'll be part of a collaborative environment...


  • Phoenix, Arizona, United States The Prugar Agency Full time

    Job OverviewThe Prugar Agency is a leading provider of life insurance solutions, dedicated to protecting families and helping individuals achieve their financial goals.We are seeking highly motivated and goal-oriented professionals to join our team as Financial Protection Specialists. This role offers an exciting opportunity for career growth and...


  • Phoenix, Arizona, United States USAA Full time

    The OpportunityAs a Mid-Level Retirement Income Specialist at USAA, you will play a vital role in ensuring the financial security of our members by assessing their current retirement income needs, providing expert advice, and making personalized recommendations based on their unique circumstances.Key Responsibilities:Receives requests for advice from current...


  • Phoenix, Arizona, United States The Building People Full time

    Job DescriptionWe are seeking a skilled Financial Records Specialist to join The Building People team. As a key member of our accounting department, you will play a vital role in maintaining accurate and up-to-date financial records.About the JobThe ideal candidate will have experience with government accounting and financial systems, as well as excellent...


  • Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Job OverviewWe are seeking an Experience Banking Specialist to join our team at Desert Financial Credit Union. In this role, you will be responsible for meeting or exceeding monthly performance metrics by proactively identifying and recommending products and services that will help members reach their financial goals.About the RoleAs an Experience Banking...


  • Phoenix, Arizona, United States Cascade Financial Services Full time

    At Cascade Financial Services, we offer a competitive salary range of $45,000 - $65,000 per year, depending on experience. About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Processing Assistant. As a key member of our operations team, you will play a critical role in ensuring the smooth processing of home...


  • Phoenix, Arizona, United States Experior Financial Group Full time

    We are seeking dynamic and skilled insurance specialists to expand our team. At Experior Financial Group, we offer a unique opportunity for individuals who can thrive in a well-defined system.As a 100% commission-based position, you will have the flexibility to work from home while maintaining a strong presence in the Canadian or US market.Key...


  • Phoenix, Arizona, United States Stellantis Financial Services US Full time

    We are seeking a highly organized and experienced Senior Salesforce Release Manager to join our team at Stellantis Financial Services US. This role is ideal for individuals with strong expertise in Copado, who can manage complex Salesforce environments and oversee release processes and Release Specialists.Key ResponsibilitiesLead other release specialists in...