39 account services specialist jobs at 28 companies in Jamul, CA
2mo
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Client Services Specialist/Senior Client Services Specialist
Carlsbad, California, United States
$36-$46/hr HybridFull Time
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
1mo
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Account Specialist
San Diego, California, United States
$52k-$59k/yr HybridFull Time
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
2w
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Customer Account Specialist
Escondido, California, United States
$22-$26/hr OnsiteFull Time
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
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
3w
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Accounting Specialist II
Carlsbad, California, United States
$23-$29/hr HybridFull Time
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
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
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
1mo
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Grant Specialist
Pala, California, United States
OnsiteFull Time
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
3w
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Medical Billing Specialist
San Diego, California, United States
$10/hr OnsiteFull Time
Perform medical billing and claims processing, payment posting, and account reconciliation for clinical services.
4w
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Accounts Specialist - Temporary Assignment
San Diego, California, United States
$28-$39/hr OnsiteTemporary
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.
2w
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Payroll Tax Specialist III
Vista, California, United States
$80k-$90k/yr OnsiteFull Time
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
1mo
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Reimbursement Specialist I - Home Care - Patient Financial Services
San Diego, California, United States
$21-$29/hr OnsiteFull Time
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
1mo
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Deposit Operations Specialist
San Diego, California, United States
$18-$27/hr OnsiteFull Time
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
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
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
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
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
3w
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Portfolio Specialist
La Jolla or Charlotte
$85k-$125k/yr HybridFull Time
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)
1mo
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Payroll Specialist
San Diego, California, United States
$25-$30/hr OnsiteFull Time
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
6d
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Loan Servicing Specialist I/II/III/Sr.
San Diego, California, United States
$19-$32/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent plus 1+ year clerical experience for Specialist I; higher levels require 2–4, 6–8, or 12+ years of lending experience. Requires Microsoft Office proficiency and strong communication, analytical, and problem-solving skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Epysis Symitar
2w
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Retail Banking Specialist - San Diego, CA Branch
Addison or San Diego
OnsiteFull Time
2+ YOE2+ years customer service experience preferred, high school diploma or equivalent required, teller/new account experience preferred, proficiency with 10 key touch and Microsoft Office, strong communication and attention to detail.
Microsoft Office, 10 key touch, banking software applications
2d
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Billing Specialist - Behavioral Health
San Diego or Riverside County
$21-$23/hr OnsiteFull Time
Requires strong organization, communication, problem-solving, customer service, confidentiality, computer, office, and independent judgment skills; proficiency in Google Workspace and EHRs; bilingual fluency preferred.
TherapyNotes, Google Workspace, EHRs, Health Insurance Portability and Accountability Act (HIPAA)
1w
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Vacation Rental Specialist
San Diego or San Diego or San Diego or San Diego or San Diego or San Diego or San Diego
$60k-$70k/yr OnsiteFull Time
Requires excellent service, sound judgment, attention to detail, strong relationships, integrity, accountability, and ability to lift up to 35 pounds.
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