3,308 account services specialist jobs at 1,966 companies in United States
2w
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Account Services Specialist
Dallas, Texas, United States
OnsiteFull Time
3+ YOE3-5 years banking experience (new accounts/customer service), accurate data entry, strong interpersonal/organizational/writing skills, ability to prioritize multiple tasks, proficiency with Microsoft Outlook, Word, Excel, PowerPoint and SharePoint.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Adobe InDesign, Harvard Graphics
1w
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Account Services Specialist
Oakton, Virginia, United States
OnsiteFull Time
1+ YOEProcess wires, ACH, drafts, deposits and account maintenance; two-year degree and 6–24 months related experience; strong diplomacy, confidentiality, and customer communication skills.
RDC
2mo
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Account Services Specialist I
Gretna, Nebraska, United States
OnsiteFull Time
High school diploma or equivalent; prior balancing/reconcilement and accounting or bank experience preferred; knowledge of IRA/HSA regulations; strong customer service and accuracy skills; Fiserv Premier knowledge preferred.
Fiserv Premier
3mo
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Account Services Specialist
Scottsdale, Arizona, United States
$75k-$85k/yr OnsiteFull Time
5+ YOEUndergraduate degree required, 5+ years relevant RIA/investment/BD experience, strong communication, attention to detail, Microsoft Office and CRM proficiency, knowledge of institutional custody platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Office 365, Salesforce CRM, Tamarac, Schwab, Fidelity, Pershing, SEI, Raymond James
5d
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Account Services Specialist
White River Junction, Vermont, United States
$22-$26/hr OnsiteFull Time
Requires attention to detail, organization, problem-solving, communication, computer systems and data entry proficiency, and the ability to manage priorities independently and collaboratively.
1w
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ACCOUNT SERVICES SPECIALIST 085-26
Kalamazoo County, Michigan, United States
$21/hr OnsiteFull Time
1+ YOEProvide customer service, process and balance payments, cash handling, reconcile reports, manage FOC collections and MiSDU requests. Associate degree or 2 years college coursework in accounting/finance/business and 1+ year relevant experience.
4d
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Account Services Specialist I
Tempe, Arizona, United States
OnsiteFull Time
High school diploma required; 1+ year office, data entry, or administrative experience preferred. Requires attention to detail, customer service, analytical skills, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Microsoft PowerPoint, AdvisorComplete, fax machines, copiers, multi-line telephone systems
1mo
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Account Services Specialist I
United States
OnsiteFull Time
1+ YOEBachelor's degree in business or related field, 1+ years client services experience, knowledge of retirement products and mutual funds, Microsoft Office and Adobe Acrobat proficiency; Series 6 is an asset.
Microsoft Office Suite, Adobe Acrobat
3w
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Account Services Specialist
Fort Worth, Texas, United States
OnsiteFull Time
3+ YOE3+ years in account/territory management or project coordination; strong verbal/written communication, CRM (Salesforce/HubSpot) experience, attention to detail, bachelor's preferred; Netsuite and project management a plus.
Salesforce, HubSpot, Netsuite
4d
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Account Services Specialist I
Tempe, Arizona, United States
OnsiteFull Time
1+ YOEHigh school diploma required; 1+ year office, data entry, or administrative experience preferred. Requires detail orientation, analytical and communication skills, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Microsoft PowerPoint, AdvisorComplete, fax machines, copiers, multi-line telephone systems
5d
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Account Services Specialist
Nashville, Tennessee, United States
OnsiteFull Time
High school diploma or equivalent required; customer service and conflict resolution experience preferred. Requires organization, communication, discretion, and HIPAA-compliant handling of health information.
1w
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Specialist, Account Services
Bristol, Pennsylvania, United States
HybridFull Time
Requires strong organization, analysis, communication, advanced Excel and data analysis skills, SAP/WMS familiarity, supply chain and order fulfillment knowledge, judgment, prioritization, and problem-solving abilities.
SAP, Availability to Promise (ATP), Microsoft Excel, Microsoft Office Suite, Warehouse Management System (WMS)
6d
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Senior Specialist - Global Account Services
New York City, New York, United States
$76k-$88k/yr HybridFull Time
3+ YOECommercial administration education or bachelor's degree in marketing, supply chain, or logistics; 3–5 years in wholesale account service or logistics, preferably in sports or fashion.
SAP, Microsoft Office, EDI, ASSIST, Salesforce
3w
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Transaction Account Services Specialist
Topeka, Kansas, United States
OnsiteFull Time
1+ YOEProvide support for consumer and business card programs, research and troubleshoot digital card workflows, reconcile general ledger and transaction anomalies, and respond to internal and external inquiries.
1mo
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Account Services Support Specialist Bilingual
Allen, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma/GED required; 2+ years customer service and IRA administration experience preferred. Proficiency with Salesforce and Microsoft Office, strong written/verbal communication, attention to detail, compliance orientation (BSA/AML/OFAC/GLBA), and AI-human-in-the-loop review skills.
Salesforce, EPISYS, Ascensus, DocuSign, Microsoft Copilot, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, Sam
1w
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Specialist, Account Services (25265)
Pennsylvania, United States
RemoteFull Time
Requires order fulfillment, supply chain, data analysis, stakeholder communication, and problem-solving skills; SAP/WMS experience preferred and advanced Microsoft Excel proficiency required.
SAP, Availability to Promise (ATP), Microsoft Excel, Microsoft Office Suite, Warehouse Management System (WMS)
1w
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Student Account Services Specialist
Knoxville, Tennessee, United States
$35k-$43k/yr OnsiteFull Time
1+ YOEHigh school diploma or equivalent plus three years of office experience, or associate degree plus one year of office experience. Requires communication, problem-solving, multitasking, and software skills.
Banner, Touchnet, TSAC FAST, BDMS, Banner Finance
2mo
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Student Account Specialist
Waverly, Iowa, United States
OnsiteFull Time
Bachelor’s degree in business/accounting or 4 years of equivalent experience; strong Excel and Microsoft Office skills; accounting knowledge; customer service mindset.
Microsoft Office, Excel
3mo
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Account Specialist
Des Plaines, Illinois, United States
OnsiteFull Time
0+ YOEEntry-level accounts support in logistics; customer service, MS Office; bachelor's preferred but not required; logistics experience preferred.
Microsoft Office
1mo
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Community Account Specialist
San Jose or California
$27-$31/hr OnsiteFull Time
Manage community accounting operations including posting payments, deposit accounting, month-end, collections, resident communications, and compliance; high school diploma and valid driver's license required; 1 year customer service experience preferred.
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