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44 account services specialist jobs at 33 companies in Encinitas, CA

2mo
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Client Services Specialist/Senior Client Services Specialist
Carlsbad, California, United States
$36-$46/hr HybridFull Time
Aldrich
Aldrich: Provides accounting, tax, wealth, and business advisory services.
3+ YOEMinimum 3 years in a similar financial services role; strong Microsoft Office skills; experience with RIA custodians and CRM; knowledge of investment advisory practices; time management and teamwork skills. Bachelor's preferred; Schwab, Salentica Engage, Tamarac experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salentica Engage, Tamarac, Charles Schwab, CRM
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1mo
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Account Specialist
San Diego, California, United States
$52k-$59k/yr HybridFull Time
Workwell Global
Workwell Global: Provides global payroll, compliance, and employer of record services.
Experience in HR/onboarding/payroll or similar, strong attention to detail, customer service skills, Excel proficiency, bachelor's degree or equivalent, compliance and timekeeping experience.
Microsoft Excel, Microsoft Office
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2w
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Electronic Services Specialist II
Foothill Ranch, California, United States
$26-$30/hr OnsiteFull Time
Eagle Community Credit Union
Eagle Community Credit Union: Provides banking and financial services as a member-owned cooperative.
2+ YOERequires 2–5 years of electronic services or operations experience, transaction, dispute, reconciliation, fraud investigation, analytical, and problem-solving skills, plus Microsoft Office and core systems proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Teams, Symitar
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2w
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Customer Account Specialist
Escondido, California, United States
$22-$26/hr OnsiteFull Time
ARCH Medical Solutions
ARCH Medical Solutions: Precision contract manufacturing of medical implants and surgical instruments.
2+ YOEHigh school diploma required; 2+ years of customer service or order entry experience, manufacturing or aerospace preferred. Requires Microsoft Office, ERP, communication, organization, and document-control skills.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, ERP, Device History Records (DHR), AS9100, ISO 9001
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1w
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Operations Account Specialist-2
San Diego or El Paso
$24-$33/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
3+ YOEBachelor's degree in business or related field preferred, or equivalent experience. Requires 3–5 years of customer service experience; collections, account resolution, escalations, and transportation experience preferred.
Open Credit Process
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3mo
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Billing Specialist
Mission Viejo, California, United States
$20-$26/hr OnsiteFull Time
Total Vision
Total Vision: Provides optometry services and eyewear through clinical practices.
Billing specialist with strong patient billing, HIPAA compliance, customer service, and problem solving.
Acuity Logic, Compulink, Eyefinity PM, Officemate
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3d
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301-Financial Services - 2218-301 Acct Specialist
Laguna Woods, California, United States
$22-$29/hr OnsiteFull Time
Village Management Services
Village Management Services: Provides management and maintenance for Laguna Woods Village residents.
Associate degree in business administration or high school diploma with college accounting or business coursework, plus general ledger experience or equivalent; requires accounting, payroll, analytical, and communication skills.
Microsoft Excel
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3w
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Accounting Specialist II
Carlsbad, California, United States
$23-$29/hr HybridFull Time
Integrated Specialty Coverages
Integrated Specialty Coverages: Underwrites and distributes technology-enabled commercial insurance solutions.
1+ YOEProvide accounting support including accounts payable, journal entries, bank reconciliations, customer service, and Excel; 1–3 years accounting experience; HS diploma/GED required.
Microsoft Office, Microsoft Excel
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2w
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Sr Client Accounts Specialist
Chicago or Austin or Dallas or Houston or Los Angeles or Minneapolis or Palo Alto or Phoenix or San Diego or San Francisco or Seattle
$37-$58/hr HybridFull Time
DLA Piper
DLA Piper: Global law firm providing comprehensive legal and business services.
5+ YOEHigh school diploma or GED and five years of direct billing or client accounts experience in law or professional services, including domestic, global, and electronic billing; advanced Excel and accounting systems proficiency required.
Microsoft Excel, Elite, Aderant, eHub, Bill Blast, LEDES
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1mo
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Grant Specialist
Pala, California, United States
OnsiteFull Time
Pala Band of Mission Indians
Pala Band of Mission Indians: Tribal government providing community services and operating commercial enterprises.
3+ YOEOversee financial administration and compliance for social services grants, including budgeting, reconciliation, reporting, procurement, audit support; QuickBooks and Microsoft Office proficiency; bachelor's in accounting/finance or equivalent experience; 3+ years financial coordination experience.
QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Outlook
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3w
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Medical Billing Specialist
San Diego, California, United States
$10/hr OnsiteFull Time
Marsell Wellness Center
Marsell Wellness Center: Provides mental health, foster family, and community support services.
Perform medical billing and claims processing, payment posting, and account reconciliation for clinical services.
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1mo
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Banking Relationship Specialist
Laguna Beach, California, United States
$21-$38/hr OnsiteFull Time
Farmers and Merchants Bank of Long Beach
Farmers and Merchants Bank of Long BeachOTCQX: FMBL: Local community bank providing commercial and personal banking services.
Provide customer service, open and maintain personal and business accounts, cross-sell bank products, comply with banking regulations; high school diploma required; teller or new accounts experience preferred.
Desk Top Computers, Currency Machines, Scanners, Teller Cash Recyclers, Standard Office Equipment
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4w
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Accounts Specialist - Temporary Assignment
San Diego, California, United States
$28-$39/hr OnsiteTemporary
IHG Hotels & Resorts
IHG Hotels & ResortsLondon Stock Exchange, New York Stock Exchange: IHG: Global hospitality operating a diverse portfolio of hotel brands.
1+ YOEHigh school diploma or equivalent and one year of accounting clerical, front office, reservations, or similar experience; fluent English and strong customer service skills required.
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2w
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Payroll Tax Specialist III
Vista, California, United States
$80k-$90k/yr OnsiteFull Time
Green Leaf Payroll & Business Solutions
Green Leaf Payroll & Business Solutions: Provider of outsourced payroll, HR, and benefits administration services.
2+ YOEAssociates in accounting or equivalent experience,2+ years accounting experience,strong Excel and Word skills,knowledge of payroll tax regulations,customer-service orientation,and experience with UKG and MasterTax.
Microsoft Excel, Microsoft Word, UKG, MasterTax
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1mo
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Reimbursement Specialist I - Home Care - Patient Financial Services
San Diego, California, United States
$21-$29/hr OnsiteFull Time
Rady Children's Hospital-San Diego
Rady Children's Hospital-San Diego: Non-profit pediatric hospital providing specialized medical and surgical care.
2+ YOEHigh school diploma/GED, 2 years experience, billing and collections for commercial/government/managed payors, ability to interpret payor contracts, professional phone and written communication, proficient in Microsoft Excel/Word/Outlook.
Microsoft Excel, Microsoft Word, Microsoft Outlook
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1mo
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Deposit Operations Specialist
San Diego, California, United States
$18-$27/hr OnsiteFull Time
Axos Financial
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
Performs account maintenance, researches Service Cloud cases, detects and documents fraudulent activity, and completes daily deposit tasks such as wire processing, stop payments, exception processing, and mobile deposit review.
Service Cloud
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1w
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Collections Specialist
Federal Way or Los Angeles or South Jordan or Tigard or Bellevue or Las Vegas or Boise or Lakewood or Seattle or San Diego or Denver or Phoenix or Colorado Springs or Greenwood Village or Roseburg or Eugene or Tacoma or Irvine or Liberty Lake
$18-$22/hr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
High school diploma/GED, strong data entry and Microsoft application skills, customer service, communication, confidentiality, and compliance awareness required. Collection experience preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, phone dialer
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2w
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eBilling Specialist
Atlanta or Pittsburgh or Los Angeles or North America or Boston or Houston or New Orleans or Philadelphia or Dallas or Charlotte or Washington, D.C. or San Francisco or Providence or San Diego or Orange County or Richmond or Virginia Beach or Chicago or Miami or Rochester or West Palm Beach
$60k-$95k/yr OnsiteFull Time
Troutman Pepper Locke
Troutman Pepper Locke: Provides legal representation and advisory services to global businesses.
2+ YOEBachelor's degree or equivalent experience, 2+ years of eBilling experience, Microsoft Excel proficiency, strong communication, client service, problem-solving, prioritization, and deadline management skills.
Microsoft Excel, BillBlast, eBillingHub, Aderant/CMS
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3w
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Portfolio Specialist
La Jolla or Charlotte
$85k-$125k/yr HybridFull Time
StepStone Group
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
2+ YOEBachelor's required; Series 7 and 63 required (or within 12 months); 2+ years private markets/alternatives or financial services experience; MBA/CFA/CAIA preferred; strong presentation and analytical skills.
StepStone Private Market Intelligence (SPI)
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1mo
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Payroll Specialist
San Diego, California, United States
$25-$30/hr OnsiteFull Time
Legence
LegenceNasdaq: LGN: Engineering and energy services for mission-critical building systems.
4+ YOEHigh school diploma and 4+ years payroll experience; knowledge of payroll processing, federal/state tax laws, union reporting; strong Microsoft Excel and Office skills; confidentiality and customer service abilities.
Spectrum, DayForce, UKG, ADP, Workday, Microsoft Excel, Microsoft Office
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