Account Services Specialist

VIP Mortgage Inc. seeks a highly motivated Account Development Specialist to join their team. As a key member of the Wholesale Division, this individual will be responsible for establishing and maintaining relationships with mortgage brokers and non-delegated correspondents (NDCs). The ideal candidate will have a proven track record of success in wholesale...

Job ResponsibilitiesWe are looking for a highly skilled Tax Accountant Specialist to prepare tax returns, including Individuals, S Corps (1120-S), C Corps (1120), Partnerships (1065), and Fiduciary.The successful candidate will also provide accounting and bookkeeping support, conduct tax research and analysis, and offer tax planning and strategy...

Marriott Hotels is seeking a skilled Accounting Operations Specialist to join our team. As a key member of our front desk team, you will be responsible for ensuring the accuracy of guest accounts and reconciling any discrepancies in billing. This role requires exceptional attention to detail and strong analytical skills.The ideal candidate will have...

ResponsibilitiesThe Trust Account Specialist will be responsible for preparing and processing new account and closing account paperwork, trade and realignment authorizations, and cash disbursement approvals.The ideal candidate will have exceptional time management skills, with the ability to prioritize urgent tasks and effectively manage multiple projects...

Job DescriptionWe are seeking a highly skilled Accounting Support Specialist to join our team at Optima Medical.About Optima Medical:Optima Medical is an Arizona-based medical group with 23 locations and over 90 medical providers serving more than 120,000 patients statewide. Our mission is to improve the quality of life in Arizona by delivering personalized...

About the RoleWe are looking for a skilled Account Management Specialist to oversee the daily operations of one of our client sites. This is a great opportunity for someone who enjoys working in a dynamic environment and has excellent communication skills.Duties and ResponsibilitiesSupervise a team of security personnel and ensure they are trained and...

We're on the lookout for a skilled Accounting Support Specialist to enhance the efficiency and accuracy of our bookkeeping operations at Uplinq. As a dedicated team member, you'll focus on AI-driven bookkeeping and tax products, managing accounting tasks and ensuring seamless operations through timely and accurate data entry and processing tasks.With 3-5...

Service Operations SpecialistTrajan Wealth LLC seeks a highly motivated Service Operations Specialist to join our team. This role involves providing exceptional customer service, processing service items, and assisting with administrative tasks. If you are a detail-oriented individual with excellent communication skills, we encourage you to apply.About the...

We are looking for a skilled Accounting and Hospitality Specialist to join our team at Schulte Hospitality Group. As a key member of our front desk operations, you will be responsible for auditing the daily guest ledger, handling end-of-day accounting functions, and ensuring accuracy of all charges to guest folios.**Salary:** $40,000 - $60,000 per year**Job...

About NextivaNextiva is a leading provider of cloud-based business communications and customer experience solutions. Our mission is to empower businesses to deliver amazing experiences through innovative technology and exceptional service.Job DescriptionThis is an exciting opportunity to join our sales team as a Dynamic Account Growth Specialist. In this...

At Vanguard, we're looking for a Client Service Specialist to partner with our Financial Advisors in the onboarding and ongoing management of Personal Advisor client relationships. Our mission is to take a stand for all investors, treating them fairly and giving them the best chance for investment success.This role is a great launching point for individuals...

At CCMC, we are seeking an experienced Senior Account Transition Specialist to play a key role in our accounting operations team. As a member of this team, you will be responsible for ensuring seamless transitions and delivering exceptional client onboarding experiences.The ideal candidate will possess a strong background in accounting, project management,...

Job SummaryVanguard is seeking a Retirement Plan Services Specialist to provide high-quality service across Institutional Participant Services. As the voice and advocate for our clients, you will help build hundreds of financial futures by supporting external employers' 401(k) plan participants with their dynamic and complex needs.This role involves...

Data Entry Specialist - Office Support ServicesAmpcus is seeking an experienced Data Entry Specialist to join our Office Support Services team. As a key member of our team, you will be responsible for accurately processing all incoming accounts payable daily mail and reviewing data extracted by the Optical Character Recognition (OCR) process.Job...

Job TitleWe are seeking a highly detail-oriented and customer-focused Client Servicing Specialist to join our team at Trajan Wealth LLC. As a key member of our operations department, you will be responsible for processing service items for existing clients while providing exceptional customer service.Duties and ResponsibilitiesProcess ACH contributions and...

This Senior Accounting Operations Specialist will work on the Initialization Team, you will be part of the Uplinq Onboarding Department. Your primary focus will be to work closely with the Onboarding Specialists to provide initial bookkeeping to clients; create, document, and execute on bookkeeping SOPs; and handoff clients to the maintenance bookkeeping...

Job OverviewCasago, a fast-growing luxury vacation home property management company, seeks a highly motivated Account Support Specialist to join our dynamic team.Estimated Salary: $45,000 - $60,000 per yearResponsibilitiesWe are looking for a detail-oriented individual to provide exceptional support to our homeowners and guests. As an Account Support...

Join a dynamic team at Beacon Pointe Advisors, a leading Registered Investment Advisor with affiliate offices nationwide. As an Account Services Associate, you will play a critical role in providing exceptional service to our clients and associates.About the JobThe successful candidate will be responsible for preparing client account paperwork, submitting it...

Job Title: Accounting Specialist for FinTech CompanyCompany Overview: Uplinq is a technology company using data, machine learning, and trusted professional insight to change how businesses manage their bookkeeping, accounting, and tax.">The Tax Preparer position is ideal for someone looking to develop professionally in the FinTech space with a small,...

Job ResponsibilitiesPrepare new business and account renewal proposals, leveraging expertise across commercial and personal lines of business.Offer counsel to specialty clients, utilizing strong technical knowledge of commercial lines coverage & rating.Enter and maintain account data within the agency management system, ensuring seamless service and support...