Operations & Collections Specialist for Client Accounts
Triumph Financial
Triumph Financial is seeking an Operations Account Specialist to manage post-purchase lifecycle for factoring clients, partnering with Account Executives to ensure timely collections and accurate postings. The role emphasizes proactive collections, dispute resolution support, and portfolio health management. The OAS will monitor aging, resolve payment discrepancies, and document activities to improve cash flow and client outcomes. #J-18808-Ljbffr Triumph Financial
$80k - $95k
The Department The Client Services & Operations Team is responsible for providing client integration, account opening support and coordinating support with research, trading,... ...the firm. The Client Service & Operations Specialist core mission is to ensure a smoothly operating...AccountsFull timeWork at officeRelocationMonday to FridayFlexible hours$52.5k - $60k
...currently seeking a detail-oriented Client Service & Operations Specialist to join our team in San Diego. This... ...include opening and maintaining accounts, processing money movements, coordinating... ...requests Support billing and fee collection processes, including mailing client...AccountsFull timeWork experience placementInternshipWork at office- ...transaction services, is seeking an Operations Account Specialist to manage post-purchase portfolios and... ...healthy cash flow. You will lead collections, ensure accurate payments, resolve disputes... ...with strategic actions for client success. Ideal candidates have 3-5 years...Accounts
- Telos Capital Management, Inc. is seeking a detail-oriented Client Service & Operations Specialist in San Diego to support account administration, money movements, and client service. You will work closely with the investment team, advisors, and custodians to ensure timely...Accounts
$18 - $27 per hour
...and targets.About This JobWithin Deposit Operations, responsible for a variety of regular... ...deposit operations.Completes more complex account maintenance, such as vesting changes.Researches... ...as needed.Researches and analyzes clients' bank accounts to detect and prevent...AccountsFull timeWork at officeLocal area$25 - $28 per hour
...Key Responsibilities Under the direction of the Collections Manager, the Collection Specialist interfaces with customers to research and... ...process customer refunds, process, and review account adjustments, resolve client discrepancies and short payments. Responsible...AccountsWork experience placement- ...Credit Collection Specialist (Bilingual English/Spanish Required) Job Description Posted Thursday... ...collecting self-pay balances on open accounts. Essential Functions of the Job: Reviews... ...Performs accounts analysis at request of client including calculation of all...AccountsWork at officeLocal area
- ...provide administrative support for day-to-day trust account management, assist Trust Officers with documentation and client service, and help ensure accurate... ...appearances and audits, and contribute to efficient operations in a team-focused environment within our California...Accounts
$30 - $35 per hour
Description The Collections Specialist is responsible for managing the firm’s accounts receivable portfolio by partnering with attorneys, clients, and Finance personnel to facilitate the timely... ...collection processes and enhance operational efficiency. Maintain strict confidentiality...AccountsHourly payFull timeWork at officeLocal areaMonday to Friday- ...Branch Operations Specialist Or Officer Must be able to float to various branches as needed. Provides... ...services to financial institution clients by performing the following duties.... ...and advises clients of resolution on account disputes and other account activity...AccountsWork at officeLocal areaNight shift
$105k - $125k
...• Tax free Health Spending Accounts (HSA) • Wellness program featuring... ...The Right Thing!”, and to collectively do our part to heal the... ...you make a difference The Operations Specialist is responsible for guiding... ...security clearance for all client facilities. Additional...AccountsFull timeLocal areaShift work$63.8k - $79.8k
...the United States. Rexel USA operates its electrical distribution business... ...a Region Solar Operations Specialist to join our Rexel USA team... ...for region and national accounts Manage inventory health to ensure... ...with co-workers and clients and detect hazardous conditions...AccountsTemporary workFor contractorsWork at officeLocal areaRemote workFlexible hours$39.5 - $58 per hour
BIC Data Operations Specialist Position summary Under the supervision of the Director, BIC Operations... ...regarding firm information, projects, client data High level of professionalism at... ...including medical, health savings account (with applicable medical plan), dental...AccountsHourly payTemporary workWork at officeFlexible hoursWeekend work- Digital Operations Specialist / WordPress Webmaster InnoVision Marketing Group | Full-Time | About... ...infrastructure across a diverse portfolio of clients. We're looking for a seasoned digital... ..., PHP version management, email accounts, and server-level configuration Use FTP...AccountsFull time
$43 per hour
...deviations and complaints with precision and accountability. The specialist facilitates Rapid Response Team fact... ...and work instructions to strengthen operational standards. Responsibilities... ...clearly with internal and external clients, both verbally and in writing Understand...AccountsHourly payFull timeLocal areaFlexible hours$23.75 - $33.25 per hour
...build successful partnerships with our clients. Because at the end of the day our... ...businesses run better. The Operations Account Specialist (OAS) is responsible for managing the... ...factoring clients through proactive collections management, payment application oversight...AccountsHourly pay- ...Onsite Client Operations Supervisor Under the direction of the Director of Client Operations... ...the efficient operation of assigned accounts. In addition, the Client Operations Supervisor... ...by clients and Release of Information Specialists (ROIS). Responsible for meeting...AccountsRemote work
$64.7k - $120.4k
...The Client Manager will provide advanced technical support to Client Executive Service... ...Executive Service for specifically assigned accounts preparing for and providing renewal and... ...and presentation. ~ Assist with collections of Accounts Receivables. ~ Participate...AccountsMinimum wageNight shift- HD Supply in California is seeking an Accounts Receivable Collector responsible for contacting customers to collect outstanding balances on orders and resolving billing problems to reduce delinquency. You will post payments to customer accounts, document payment status,...Accounts
$52k - $59k
...for a detail-focused Payroll Specialist to support the accurate and timely... ...activity across a variety of clients. In this role, you'll work... ...employment law. Supporting Account Managers with payroll-related... .... Helping to refine standard operating procedures and improve ways of...AccountsFull timeFixed term contractLocal area$89.99k - $143.09k
...career. Let’s see what we can achieve. Together.SummaryThe Client Accounts Operations Lead, working in collaboration with and in support of the... ...on a daily basis.Works across multiple teams of support specialists within both Legal Support Services and Accounting teams...AccountsFull timeTemporary workInterim roleWork at officeRemote workRelocationVisa sponsorshipRelocation package- Sharp HealthCare in San Diego is seeking a Medical Billing and Collections Specialist to manage private pay receivables and respond to patient... .... You will collaborate with teams to transfer delinquent accounts and ensure accurate accounts receivable. Join a not-for-profit...Accounts
$29 - $31.5 per hour
...Operations SpecialistSalary Range $29.00 - $31.50 HourlyDescriptionIndependent Financial Group (IFG) is seeking a client-focused Operations Specialist to support financial advisors with account openings, transfers, updates, and asset movement requests. The ideal candidate...AccountsWork at office$26 per hour
...dental, and vision insurance Flexible Spending & Health Savings Accounts Disability, life, and AD&D insurance Pet insurance Pay range:... ...excellent customer service and maintain professionalism at all times. Operate telephone switchboard to answer, screen and forward calls,...AccountsHourly payFull timeFlexible hoursShift work- ...Collections SpecialistUnder the general supervision of the Assistant Manager, Collections or Supervisor, Collections, this position is accountable for collecting on the highest stage of past due loans and minimize or prevent financial losses for the Credit Union. The...AccountsHourly payWork at office
$18 - $22 per hour
...Collections AgentEstablished in 1975, Financial Pacific Leasing, Inc. (a subsidiary of Columbia Bank), is a direct provider of small-ticket... ...effective collection percentages on 1-30 day delinquent accounts. Effectively communicating with both internal and external customers...AccountsContract workInterim role- UBS in San Diego seeks a Client Associate to support a Private Wealth team. You will keep client records current, educate clients on account services, and prepare materials for meetings, helping open new accounts and service requests. You’ll also plan team events and maintain...Accounts
$28 - $31 per hour
...Procopio's Conflicts team is growing! We are seeking a Client Intake Assistant who will contribute directly with our intake team to... ...(HMO/PPO plans), vision, flexible spending and health savings accounts, an Employee Assistance Program, wellness incentives, an excellent...AccountsHourly payFull timePart timeFlexible hours- Poppy Bank in La Mesa, California, seeks dynamic Client Service Representatives at various levels (II, III, Senior) to open and manage consumer and business accounts. The role emphasizes excellent customer service, compliance with banking regulations, and proficiency in...Accounts
- Cadence Travel is seeking an Administrative Support role within the Account Management team in a hybrid setup in San Diego, CA. You will coordinate client initiatives, manage smaller accounts, and assist with VIP traveler programs while ensuring accurate documentation...Accounts
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