Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., ...
Full Cycle AP (Matching, Batching, Coding)
Processing wires, ACH, credit cards, and checks
Excel reporting from software systems
Billing, collections, and cash application
A talented individual in Excel is the pivotal component, as the bulk of your duties will be manipulating data.
Manipulating Excel data in the form of Pivot Tables, and V-look ups.
Light clerical support for accounting department
Support accounting department as needed
Compensation: $20-22 Per Hour
Managing an aging and responsible for reducing the DSO upon a bi-weekly assessment.
Perform weekly invoicing with special billing run bi-weekly
Actively pursue invoicing discrepancies and resolutions to ensure the balances are collected upon in a prompt fashion
Communicate with clients to receive remits to apply payments
Researching internal ERP software to apply payments per a stored remit
Post cash receipts into the accounting system; including lockbox ...
Position is a Direct Hire Role!!!!! Apply for compensation - DOE
General bookkeeping duties (Debits/Credit) in Quickbooks
Reconciliation of Accounts
Posting to the GL
Assist in the production in the financial statements
AP (Matching, Batching, Coding)
AR (Billing to Collections)
Administrative clerical duties with light answering of phones
Three years of experience in a similar role
Three years experience with Quickbooks
Must be a punctual ...
Excel Finance now hiring Branch Management Professionals with 2 years+ experience in Small Loan Finance for our local office. Backgrounds in Credit Decisions, Account Collections and Business Development in the Small Loan Finance field are preferred. Top-level salaries, bonus opportunities and full benefit packages are available based on your abilities. Compensation range is based on experience.
Excel Finance is seeking Branch Management and CSR Professionals with 2 years+ experience in Small Loan Finance for our local offices. Backgrounds in Credit Decisions, Account Collections, Business Development and Cash Drawer Balancing in the Small Loan Finance field are preferred. Top-level salaries, bonus opportunities and full benefit packages are available based on your abilities.
Excel Finance is currently seeking an Assistant Customer Service Representative in our Floresville, TX branch. This position REQUIRES fluency in English and Spanish and at least one year experience of related work in finance, banking or customer service. Experience in daily operation and balancing of cash drawer is a plus! The ACSR position is the central clerical function in the branch responsible for booking loans, cash control, maintaining customer files, customer service and is called upon to ...
Mar 14 -
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