Brokerage New Accounts Specialist (Series 7)
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A financial services firm located in San Diego seeks a New Accounts Coordinator responsible for reviewing new accounts and transferring assets, generating transaction reports, and participating in training. Candidates must have an active Series 7 and ideally Series 24, along with two years of financial industry experience. Preferred qualifications include experience with an independent broker dealer and a college degree. #J-18808-Ljbffr
- ...Growing broker dealer firm in San Diego, CA (Carmel Valley Area) seeks a New Accounts Coordinator with an active Series 7. In this role, you will: Perform review of new accounts and account updates Review all new account transferring assets Generate various transaction...Suggested
$4,037 per month
...: Staff Location: San Diego Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Finance/Accounting, Probationary, Full Time, Telecommute eligible... ...focused and detail-oriented Student Accounts Specialist to provide student account assistance,...SuggestedPermanent employmentFull timeContract workWork at officeRemote workMonday to Friday2 days per week$72k - $77k
...technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.... ...) role provides comprehensive support to commercial real estate brokerage teams by combining property marketing expertise with sales...SuggestedDaily paidWork at officeLocal area$108.1k - $204.9k
...regulations and policies, including, but not limited to, Title IX. The incumbent provides complaint resolution and investigations to new and complex cases, as well as performs dispute resolution and training program development, and legal research and analysis for OPHD...SuggestedHourly payContract workWork at officeLocal areaImmediate startNight shiftAfternoon shift- ...together. As a Client Relationship Specialist (CRS), you have the opportunity... ...you to become licensed in the Series 7 and 63/66 if that is in line... ...Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary...SuggestedLocal area
$30 - $35 per hour
...ideal candidate is proactive in improving processes, exploring new tools, and supporting team collaboration, with the flexibility to... ...fulfillment projects as needed. Coordinate with corporate staff (Billing, Accounts Receivable, Accounts Payable, etc.) on client accounts (invoices...Hourly payWork at officeLocal areaWorldwide$60k - $72k
...Group, Inc is looking for a Business Development Representative in San Diego. This role demands a high-energy sales hunter to drive new business growth across radio and digital platforms. Applicants should have over 3 years of B2B sales experience and strong digital marketing...- ...upholding our I.C.A.R.E. values: Integrity , Customer Service , Accountability , Respect , and Excellence . For more information, please... ...Certification Program POSITION SUMMARY: The National Accounts Specialist reports to the Manager, Customer & Sales Support Located in San...Full timeLocal area
- ...Opt For Healthy Living is seeking a Student Accounts Specialist in San Diego. This role provides assistance for student accounts and processes financial transactions while supporting interdepartmental coordination. The ideal candidate will provide compliant and responsive...Remote work
$8k
...for prospecting, sales support and problem resolution for SLED accounts in your area. The client experience will be in your hands as you... ...while ensuring outstanding customer service. Prospect for new customers while partnering with the sales team to close opportunities...Full timeContract workTemporary workPart timeWork experience placementLocal areaShift work$24.5 - $29.09 per hour
## Community Account SpecialistApplylocations: San Diego - Southtime type: Full timeposted... ...Position TypeRegularThe**Community Account Specialist** is responsible for all accounting... ...where you can confidently build your career.New hires generally start between $24.50 - $2...Hourly payFull timeWork at officeLocal area$15 - $20.9 per hour
...have helped find homes for approximately 7 million animals through in-store adoption... ...situation. Participate in the training of new staff members and general dissemination of... ...communicate with clients, veterinary specialists, and companies that provide products and/or...Hourly payMinimum wageOdd jobWork at officeLocal areaImmediate startFlexible hoursNight shift$50k - $150k
...organization's products and services surrounding Commercial Print, Packaging, Labels and Direct Mail products line, or list of new and existing customer accounts to achieve significant sales targets. Develop revenue generation through the creation of sales leads, initiation of...Work experience placementShift work- ...As a Junior Account Executive, you will serve as the "boots on the ground" face of AristaMD for our clinical partners across the Tampa... ...with Electronic Health Records (EHR) and able to learn and demo new healthcare software quickly. Communication Skills: Excellent public...InternshipLocal areaRemote workWork from homeShift work
$26.52 per hour
...opportunity to learn the Sales role, and progress to a Sales Manager. The ideal candidate has a friendly demeanor, the ability to learn new computer programs, can multitask and complete projects in a timely manner and enjoys competition. This person should demonstrate...Full timeWork at officeShift work$4,570 per month
...Accounts Receivable Coordinator (Accounting Technician III) Apply now Job no: 558115 Work type: Staff Location: San Diego Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Finance/Accounting, Probationary, Full Time, Telecommute eligible (work...Permanent employmentFull timeContract workH1bWork at officeRemote workMonday to Friday2 days per week- ...Employee Benefits Account Representative In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the... ..., SBC and EOC and save in client file. Reviews and scrubs New Group Employee Applications, create list of pending items for Account...Work at officeLocal areaFlexible hours
$65k - $88k
...are expected to mentor junior staff, troubleshoot high-priority account issues, and provide data-driven insights that help the Sales Manager... ...quality inquiries. Lead the credit application process for new customers, coordinating with the Finance department to ensure...Full timeTemporary workWork experience placementWork at officeWorldwideFlexible hours$63k - $95k
...restaurants and bars) in your assigned territory, where each day brings new opportunities to connect consumers with their favorite brands.... ...Implement innovative solutions to boost business for assigned accounts, ensuring Sazerac brands soar in market share. Brand...Full timePart timeInternshipWork at officeAfternoon shift$32 - $35 per hour
...business needs evolve. Success in this role requires strong attention to detail, excellent communication skills, the ability to learn new technology platforms, and the capacity to manage multiple priorities in a fast-paced hospitality environment. Responsibilities...Full timeContract workWork at officeShift work$20.5 - $22.5 per hour
...phone calls and email messages in a timely and customer-service oriented fashion (within 1 business day) and promptly communicates any new/notable information received to the appropriate staff. Performs data entry and maintains office equipment and orders office...Hourly payFull timeWork at officeMonday to Friday$95k - $105k
...individual contributor and a product specialist supporting the LoopNet sales... ...regional owner and broker accounts, supporting complex... ...expand relationships and identify new opportunities. Collaborate with... ...owners while at a national brokerage platform. ~ Exposure to auction...Full timeWork at office$186.8k - $397.3k
...strategic sales efforts across Public Services accounts. This role is centered on selling the SAP... ...be responsible for creating and closing new business opportunities while expanding and... ...Business, Technology, or a related field. 7+ years of enterprise SaaS sales...- ...Salesforce) Tracking sales activities, managing traces, and supporting daily operations Assisting with prospecting efforts and researching new business opportunities Supporting assigned hotel properties with sales strategies and client outreach Responding to leads,...Work at office
$20 - $24 per hour
...Overview Join our finance team as an Accounting Intern at BioLegend, a Revvity company and gain hands‑on experience in essential business... ...invoices they received Complete the credit approval process for new customers Create sales credit memos and revised sales invoices...Weekly payFull timeTemporary workPart timeSummer workInternshipSummer internshipMonday to FridayFlexible hours$58.38k
...including, but not limited to Health Insurance Portability and Accountability Act (HIPAA) and Family Educational Rights and Privacy Act (... ...SPECIAL CONDITIONS Student Health Services will be moving to a new building July 2026. Must complete initial mandatory health requirements...Hourly payDaily paidWork at officeRemote workAfternoon shift$27 - $30 per hour
...Tracking sales activities, managing traces, and supporting daily operations Assisting with prospecting efforts and researching new business opportunities Supporting assigned hotel properties with sales strategies and client outreach Responding to leads,...Hourly payWork at office- ...questions, and figures things out without hand-holding, you’ll fit right in. Responsibilities • Answer incoming phone calls and conduct new client prescreen calls using established intake scripts • Schedule consultations, follow-up appointments, and internal meetings •...Full timeTemporary workWork at office
- ...issues from reports about sales, purchases, expenses, customer accounts, invoiced but not billed, inventory, etc. ~ Manage and order... ...subcontracts and customer purchase orders in order to set up new jobs. ~ Other duties as assigned. Other Functions:...For subcontractorWork at office
$27.96 per hour
...including, but not limited to Health Insurance Portability and Accountability Act (HIPAA) and Family Educational Rights and Privacy Act (... ...SPECIAL CONDITIONS Student Health Services will be moving to a new building July 2026. Must complete initial mandatory health...Hourly payDaily paidContract workWork at officeLocal areaRemote workMonday to FridayDay shiftAfternoon shift
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