Accounts Payable Analyst
Account associate job in Philadelphia, PA
Accounts Payable Disbursements Lead - Hybrid/Remote
Contract Duration: 6-8 months (potential for temp-to-perm based on performance and business needs)
Schedule
Monday-Friday, core hours 8:00 AM - 6:00 PM.
• One evening per month may run until 9:00 PM
• One Saturday per month may be required for testing (flexible scheduling allowed during the week)
Key Responsibilities
• Lead a team of six (Senior Analysts, Analysts, and support staff) in the daily operations of the Disbursements Information Systems department
• Provide technical and application support for Accounts Payable and Payroll systems across the organization
• Serve as the primary liaison with Corporate IT for system implementations, upgrades, and infrastructure needs
• Manage Infor application setup, approval tables, and code maintenance for invoices and expense reimbursements
• Design and build Infor Process Automation (IPA) tools and workflows to streamline processes and eliminate manual steps
• Develop and maintain data repositories, automated extracts, uploads, interfaces, and third-party data exchanges
• Ensure compliance with federal, state, and local tax filings, garnishments, W-2, and 1099 reporting
• Support employee-facing tools (Online W-2 portal, Disbursements SharePoint, Infor ESS for W-4, direct deposit, paychecks)
• Create and maintain reports, dashboards, and audit tools for Disbursements, Finance leadership, and entity management
• Perform data analysis on T&E and invoice transactions to enforce policy, GAAP, and IRS compliance
• Manage system security, user access rights, and approval routing based on organizational structure changes
Required Qualifications
• Bachelor's degree
• 5+ years of hands-on technical Accounts Payable experience with Infor (Lawson) - candidates with slightly less experience will be considered if skills are exceptionally strong
• Deep expertise in Infor Process Automation (IPA), approval workflows, security setup, and interfaces
• Proven ability to hit the ground running with no training required
• Strong leadership and team management skills
• Excellent problem-solving, analytical, and communication abilities
This is an immediate backfill for a retiring team member and requires someone who can step in and lead from day one. Interviews will be conducted via Microsoft Teams.
Senior Associate, Commercial Bank Accounting
Account associate job in Wilmington, DE
We are seeking a highly motivated professional to join the Commercial Bank Accounting team as a Senior Associate focusing on accounting, financial analysis and process improvements. We are looking for a new team member who has strong analytical, problem solving and organizational skills. The team member should also possess strong written and verbal communication skills and the ability to proactively engage with stakeholders and clearly articulate financial information. The team member would be a self-starter responsible for managing multiple priorities and meeting deadlines in a fast-paced, time sensitive environment. This person should have a passion for improvement and finding solutions in coordination with business partners.
Prepare and review accounting-related activities, such as journal entries and reconciliations and support, prepare documentation and summarize results to management and senior leadership
Ensure accounting and reporting practices and documentation are performed in accordance with corporate policies and procedures
Manage deliverables and processes on a daily basis to meet key deadlines
Perform periodic analysis and reporting of financial performance for stakeholders and management within necessary deadlines
Respond to requests from Finance and key business partners, associates throughout the Controllers group, Operation teams, and external and internal auditors
Support automation efforts of team's processes to help drive efficiencies, enhanced controls, and/or improved accuracy and quality of deliverables.
Provide ad hoc analysis to management
Provide support for audit, risk and compliance groups when necessary
Basic Qualifications:
Bachelors' degree or military experience
At least 2 years of experience in accounting, external financial reporting, audit or finance, or a combination
At least 2 years of experience with Google Office or Microsoft Office products, or a combination
Preferred Qualifications:
Certified Public Accountant (CPA) license
At least 2 years of experience in accounting, external financial reporting, audit, or finance, or a combination
Experience with data analytics, data visualization (Tableau, Python, SQL), or a combination
Experience with detailed cash and subledger reconciliations and managing team projects and deadlines
Experience in Commercial Card and Foreign Exchange transactions including derivatives hedging
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $94,600 - $107,900 for Sr. Associate, Accounting
Richmond, VA: $86,000 - $98,200 for Sr. Associate, Accounting
Wilmington, DE: $86,000 - $98,200 for Sr. Associate, Accounting
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Group Account Supervisor
Account associate job in Philadelphia, PA
What took you so long?! We've been waiting for you. Yep, you read that right. We are looking for you to bring your authentic self to work every day because we know that it's not what you do that makes you different; it's how you do it that makes you truly unique. And we're not just saying it, our people think that too-helping us to be named an Ad Age Best Place to Work in 2022.
We know you are not your resume; we understand you are not your work, and we respect that you are so much more than a job description. You are you.
We're interested in you-are you interested in us? Keep reading, and let us know.
At Razorfish Health, we are fueling the practice of modern medicine. RFH is built for the modern age of medicine. We have a deep commitment to science, technology, and innovation to help health care providers and patients make better connections for better outcomes. Our focus is on future trends and disruptors that will shape how medicine is practiced today, creating a healthier tomorrow.
We support that promise with 300+employees across three office locations in New York City // Philadelphia // Chicago and many remote employees. We have 12 team members with MDs, PharmDs, or PhDs, and 5 of the top 8 pharma companies on our roster.
Overview
The Group Account Supervisor is the brand champion. They will provide strategic input, tactical planning, and direction on multiple or large-scale assigned accounts. The Group Account Supervisor has direct management responsibilities: supervises junior account staff to implement plans in a timely, effective, and profitable manner. They build and maintain positive, lasting client relationships with multiple or mid-level clients, as well as ensuring high-quality agency output.
DO YOU…
* Have experience in executing agency deliverables?
* Excel in the art of communication?
* Strive for client satisfaction?
If you've been nodding your head in agreement through these bullets, you may be exactly who we are looking for.
ABOUT THE CLIENT SERVICES TEAM
As a member of the Client Services (Account) Team, you're an ambassador for the rest of the agency. We're the first people our clients look to for guidance, and we are committed to make sure the client's needs are always met. We're also the liaisons between the client and the rest of the internal agency team, bridging the gap so information is communicated transparently for all parties. We uphold the mission of RFH by being effective modern medicine advocates.
Responsibilities
* Develops communication objectives and strategies (e.g., marketing/brand platform briefs). Has the ability to see the big picture and identify the key/broad issues while still driving the process and details. Is able to address strategic marketing issues and propose viable solutions
* Communicates key client issues/initiatives to team accurately and in a timely manner
* Builds trusting relationships with client counterparts. Is seen as strategic, integral to the account, and offering added value
* Demonstrates and applies extensive and expert knowledge of assigned brands including relevant clinical data behind promotional messages
* Successfully serves as point of authority and/or source of advice for therapeutic area. Proactively identifies opportunities based on the market
* Ensures team adherence to agency process. Identifies issues and leads problem resolution
* Develops and administers clients' budgets based on accurate estimating and tracking of hours, out-of-pocket expenses, and reconciliation against estimates. Raises client awareness as to when changes in client direction affect estimates. Sound decision making regarding hours dedicated to jobs and what to prioritize. Contributes to the revenue and forecasts of the brand
* Takes on wider, informal leadership responsibilities within the agency
* Provides clear and fair direction and feedback to junior account staff
* Demonstrates and communicates a clear expert POV as marketing partner to clients
* High-level analysis of category, research, and competitive data. Analyzes and extracts findings/issues from all available marketing data.
* Supervises and effectively manages the production of client-approved marketing tools
* Collaborates on creative brief development
* Assumes responsibility for the writing and preparation of marketing communications plans and proposals
* Ensures client is kept apprised of all account activity; this includes ultimate responsibility for ensuring that appropriate written reports are delivered accurately and quickly. Presents complex data or messages in clear, succinct, compelling manner to clients
* Lead role in ensuring timely, accurate client documentation and correspondence
* Demonstrates passion for the brand
Qualifications
* 5-7 years' experience within client services; pharma advertising experience required
* Previous experience managing/mentoring others preferred
* Proactive and willing to take action
* Exhibits integrity and trust
* Thorough knowledge of all basic financial tools necessary to account management
* Demonstrates the ability to think creatively and strategically
Additional information
Our Publicis Groupe motto "Viva La Différence" means we're better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent.
Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off.
If you require accommodation or assistance with the application or onboarding process specifically, please contact *****************************.
All your information will be kept confidential according to EEO guidelines.
Compensation Range: $73,910 - $106,260 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 11/26/2025.
#LI-LD3
Junior Account Manager
Account associate job in Philadelphia, PA
Looking to fast-track your career in sales leadership? We're searching for a driven Junior Account Manager to join our Home Improvement retail team. This role is designed for future leaders who want to learn the business from the ground up. You'll start by mastering customer engagement and sales strategy, then grow into managing teams and driving performance across locations.
Turning Houses into Homes, and Careers into Legacies
We believe that great marketing starts with understanding people, and great sales start with solving problems. That's why we specialize in Home Improvement retail: it's where real needs meet real solutions. Rocksteady Promotional Events blends data-driven strategy with personal touch, helping retailers connect with customers in meaningful ways. We're growing fast, thinking big, and always looking for passionate professionals to join us.
Key Functions Of A Junior Account Manager:
Actively engage with customers in partnered retailers, understanding their home improvement needs and providing tailored sales solutions
Develop and implement effective sales strategies to achieve individual and team sales and lead generation targets
Master product knowledge across various home improvement categories, offering expert advice and setting up future home consultation appointments
Participate in ongoing training and development programs to enhance sales techniques and leadership skills
Support the sales management team in daily operations, including inventory management, visual merchandising, and sales reporting
Analyze sales data and customer feedback to identify areas for improvement and contribute to strategic planning
Contribute to a positive and energetic store atmosphere, ensuring an exceptional customer experience
Qualities Necessary To Be A Junior Account Manager:
Passion for sales and desire for leadership
Excellent communication and interpersonal skills
Strong problem-solving and customer-centric approach
Proactive, results-oriented mindset with a track record of achieving goals
Ability to work effectively in a fast-paced retail environment, including evenings and weekends
Demonstrated ability to learn quickly and adapt to changing market conditions
Basic computer proficiency and willingness to learn sales software
High school diploma or equivalent; bachelor's degree in business, marketing, or related field a plus
Strong work ethic and commitment to continuous development
Leave Your Mark in the Home Improvement Industry. Apply Today and Start Your Journey!
Earn hourly. Accelerate with commissions. There's no ceiling, just opportunity. Compensation estimates are based on what typical annual total compensation is earned in the role (including commissions).
Auto-ApplyJunior Account Manager - Philadelphia, PA
Account associate job in Philadelphia, PA
Universal Energy Solutions is a leading energy solutions provider, and we are seeking a Junior Account Manager to join our team in the Philadelphia, PA area. As a Junior Account Manager at Universal Energy Solutions, you will have the opportunity to develop and maintain strong relationships with our existing client accounts, ensuring their needs are met and that they receive the highest level of service. You will also have the chance to contribute to the growth and success of our company by identifying upselling and cross-selling opportunities and collaborating with internal teams. If you are motivated, customer-focused, and eager to kick-start your career in account management, we would love to hear from you.
We welcome recent graduates or individuals with a passion for account management and energy solutions to apply.
Requirements
Bachelor's degree in business, marketing, or a related field preferred
Strong interpersonal and communication skills
Excellent problem-solving and negotiation skills
Ability to work independently and as part of a team
Highly organized and detail-oriented
Prior experience in account management is a plus, but not required
Benefits
Rapid advancement opportunities
Professional sales training curriculum
Paid Training
Auto-ApplyAccount Supervisor (Digital, Pharma)
Account associate job in Philadelphia, PA
United by one profound purpose: to reach EVERY PATIENT POSSIBLE. At Avalere Health, we ensure every patient is identified, treated, supported, and cared for. Equally. Our Advisory, Medical, and Marketing teams come together - powerfully and intentionally - to forge unconventional connections, building a future where healthcare is not a barrier and no patient is left behind.
Achieving our mission starts with providing enriching, purpose-driven careers for our team that empower them to make a tangible impact on patient lives. We are committed to creating a culture where our employees are empowered to bring their whole selves to work and tap into the power of diverse backgrounds and skillsets to play a part in making a difference for every patient, everywhere.
Our flexible approach to working allows our global teams to decide where they want to work, whether in-office or at home based on team and client need. Major city hubs in London, Manchester, Washington, D.C., and New York, and smaller offices globally, serve as collaboration hubs allowing our teams to come together when it matters. Homeworkers are equally supported, with dedicated social opportunities and resources.
Our inclusive culture is at the heart of everything we do. We proudly support our employees in bringing their whole selves to work with our six Employee Network Groups - Diverse Ability, Family, Gender, LGBTQ+, Mental Health, and Race/Ethnicity. These groups provide opportunities to promote diversity, equity, and inclusion and to connect, learn, and socialise through regular meetings and programs of activity. We are an accredited Fertility Friendly employer with our Fertility Policy, enhanced parental leave, and culture of flexibility ensuring every employee feels supported across their family planning journey and can work in a way that suits their family's needs.
We are deeply invested in supporting professional growth for our employees through day-to-day career experiences, access to thousands of on-demand training sessions, regular career conversations, and the opportunity for global, cross-capability career moves.
We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse. If you'd like to apply and need adjustments made, you can let us know in your application.
Our approach - “Magnet, Not Mandate” - means there's no formal office requirement, but we value proximity that allows for meaningful in-person engagement when it matters most. Our primary hiring regions include Philadelphia, New York City, Washington, D.C., Chicago, and Toronto. Exceptional candidates in other areas may also be considered.
About the role
The Account Supervisor is a driven, engaged client service professional who thrives in a collaborative team atmosphere and excels at developing unique solutions that differentiate our client's brands in the market.What you'll do
Managing a digital brand focused on websites (management of website tactics required, pharma agency background reequired)
Build and sustain relationships with key clients grounded in an understanding of their business goals.
Demonstrate ability to provide confident counsel on client inquiries and establish fluency in the capabilities and offerings of Avalere Health.
Develop proficiency in the client's market, trends, influencers, competitors, and key stakeholders.
Effectively communicate the brand's business objectives to the agency team both verbally and through written communications.
Provide feedback on work in development across strategy, creative, technical and analytic project types as well as interpret client and medical/regulatory/legal feedback for the agency team.
Document all scope requests (detailed description of the client deliverable), author project briefs (with input from subject matter experts as needed), and write SOWs based on inputs provided by delivery team.
Partner with delivery and account leadership to monitor revenue and profit and mitigate risks, including discussing scope issues with the client directly.
Demonstrate an eye for opportunities, catching potential growth opportunities and partnering with account leadership to grow revenue within assigned accounts.
About you
5+ years of experience managing client relationships in an agency environment with a background in digital tactics focused on websites
Experience in pharmaceutical marketing is required
Proven ability to collaborate across functions and project teams in a dynamic environment
Experience in managing pharma brand launch in rare disease is preferred
Demonstrated verbal and written communication skills
What we can offer
You will receive a 401K plan with an employer match contribution up to 4% (immediately vested), as well as life insurance, disability coverage, and medical, dental, and vision plans for peace of mind. Enjoy flexible working arrangements, including hybrid and remote work, along with the option to work from anywhere across the globe two weeks each year. We provide 20 vacation days plus one personal well-being day, recognise 9 public holidays, along with gifted end-of-year holidays and an early Summer Friday finish in June, July, and August.
Access free counselling through our employee assistance program and personalized health support. Our enhanced maternity, paternity, family leave, and fertility policies provide support across every stage of your family-planning journey. You can also benefit from continuous opportunities to professionally develop with on-demand training, support, and global mobility opportunities across the business.
We encourage all applicants to read our candidate privacy notice before applying to Avalere Health.
Auto-ApplyAccount Supervisor, Advertising & Branding
Account associate job in Philadelphia, PA
Who We Are: 160over90 is an award-winning global marketing agency which forges stronger human connections and creates shared moments where people feel something real. With 800 thinkers, doers, and makers across every cultural corner of the world, the agency offers a full-service, channel-agnostic approach and a deep connection to the people, places, and properties that drive the conversation of tomorrow. 160over90 works with leading brands including AB InBev, Amazon, Coca-Cola, DP World, Macy's, Marriott International, McDonald's, Verizon and Visa. 160over90 is part of WME Group, a global representation business comprising the world's leading talent, intellectual property and brands.
The Role and What You'll Do:
160over90 is a global marketing agency that represents brands by connecting them to the places, people and moments that matter most. We're seeking experienced, account management professionals looking to lead projects and accounts. You partner with Account leadership on books of business and teams. You work closely with clients to steward their advertising and branding challenges and help them achieve their business goals. You are learning the difference between executing marketing campaigns and building brands and want to work at a place that excels at both. You have started to develop the nuances of expert client service, and you're getting comfortable swimming in any lane-digital, video, strategy, identity, anything.
If you're looking to make your mark in client service, we're seeking you.
You Have These:
* Strategic thinking
* Highly organized with a healthy respect for best-in-class process
* Strong relationship-building capabilities
* Experience working in omnichannel campaigns
* Manage multiple client accounts with the ability to grow into a true Account Lead
* 5-7+ years of relevant industry/agency experience. Creative agency experience strongly desired.
* Proven ability to collaborate in a team-oriented multi-agency workplace, fostering client satisfaction on all associated accounts.
* Familiarity with creative services and video production a plus.
How we work:
WME Group is at the center of sports, media, entertainment, and fashion and is a largely relationship-based business. To foster an environment of collaboration, develop our future talent, and build on relationships across leadership, peers, and teams, we work from the office 4 days per week. We see immeasurable value internally and throughout the core of the businesses we support.
Don't meet every single requirement? We are dedicated to building a diverse, inclusive, authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
160/90 is proud to be an equal opportunity employer that encourages applications from qualified, eligible candidates from all backgrounds and life experiences regardless of race, gender identity, disability, age, sexual orientation, religion, or belief.
Auto-ApplyBookkeeper
Account associate job in Conshohocken, PA
At Merion Health Partners, the locally-owned and operator of multiple AFC Urgent Care offices in Greater Philadelphia, we are recruiting for a highly-motivated Bookkeeper to join our growing team. The ideal candidate will be in alignment with our company's five core values: Core Value #1 Be CommittedCore Value #2 Display EmpathyCore Value #3 Be a Team PlayerCore Value #4 Have IntegrityCore Value #5 Show Ownership Job requirements include but are not limited to:· Maintain accounting records for multiple entities· Record day-to-day financial transactions and complete the posting process· Prepare month-end journal entries· Perform all activities related to the accounts payable function including reviewing, coding and payment processing· Prepare bank reconciliations for multiple bank accounts· Perform payroll functions in an accurate and timely manner· Assist with various human resource functions· Work closely with the Director of Finance and Administration Qualifications:· Bachelor's degree in Accounting preferred or equivalent experience· Minimum of 5 years of relevant accounting experience· Must be proficient in QuickBooks Online· Proficient knowledge of Microsoft Office software, including Excel and Word· High degree of accuracy and attention to detail· Able to work in office, Monday - Friday Compensation Package:· Salary based upon relevant work experience· Health insurance· Vision insurance· Dental Insurance· Short-term disability· Group-term life insurance· Accidental death and dismemberment insurance· 401(k)· Personal time-off (PTO) If interested, please submit resume and cover lett Compensation: $20.00 - $30.00 per hour
PS: It's All About You!
American Family Care has pioneered the concept of convenient, patient-centric healthcare. Today, with more than 250 clinics and 800 in-network physicians caring for over 6 million patients a year, AFC is the nation's leading provider of urgent care, accessible primary care, and occupational medicine. Ranked by Inc. magazine as one of the fastest-growing companies in the U.S., AFC's stated mission is to provide the best healthcare possible, in a kind and caring environment, while respecting the rights of all patients, in an economical manner, at times and locations convenient to the patient.
If you are looking for an opportunity where you can make a difference in the lives of others, join us on our mission. We invite you to grow with us and experience for yourself the satisfying and fulfilling work that the healthcare industry provides.
Please note that a position may be for a company-owned or franchise location. Each franchise-owned and operated location recruits, hires, trains, and manages their own employees, sets their own employment policies and procedures, and provides compensation and benefits determined by that franchise owner. Company-owned locations provide a comprehensive benefits package including medical, dental, vision, disability, life insurance, matching 401(k), and more.
We are an Equal Opportunity Employer.
Auto-ApplyFull-Charge Bookkeeper
Account associate job in Gibbsboro, NJ
Job DescriptionJob Title: Full-Charge Bookkeeper Firm: Schorr Rosenberg Accounting Services PC About Us: Schorr Rosenberg Accounting Services PC] is a well-established Accounting & Consulting firm providing comprehensive accounting and advisory services to a diverse client base. We pride ourselves on accuracy, integrity, and personalized client support. As our firm continues to grow, we are seeking a skilled and detail-oriented Full-Charge Bookkeeper to join our team.
Position Summary:
We are looking for an experienced Full-Charge Bookkeeper to manage day-to-day accounting for multiple clients using QuickBooks Online. This is a hands-on, in-office position that requires a strong understanding of accounting principles and excellent organizational skills.
Responsibilities:
Maintain and manage bookkeeping for multiple clients in QuickBooks Online
Categorize and record transactions accurately
Reconcile bank and credit card accounts
Gross-up loan balances and payroll (manual calculations as needed)
Prepare and review monthly financial reports for clients
Communicate with clients to resolve discrepancies and gather missing information
Ensure accurate and timely posting of journal entries
Collaborate with CPAs on tax planning and year-end adjustments
Requirements:
3+ years of bookkeeping experience, preferably in a public accounting or multi-client environment
Proficiency in QuickBooks Online is required
Strong knowledge of accounting principles and general ledger management
Experience with bank reconciliations, payroll entries, and loan accounting
High attention to detail and strong analytical skills
Ability to prioritize tasks and manage multiple client files
Excellent verbal and written communication skills
Comfortable working independently and as part of a team
Must be able to work on-site at our office during business hours
Preferred Qualifications:
Experience with accounting for small businesses across various industries
Knowledge of third-party payroll providers (e.g., Gusto, ADP, Paychex)
Associate or bachelors degree in accounting or related field is a plus, but not required
What We Offer:
Competitive compensation based on experience
Supportive, team-oriented work environment
Opportunities for professional development
Stable, long-term position with a growing firm
How to Apply:
Please send your resume and a brief cover letter to ***********************. We look forward to hearing from you!
Easy ApplyJunior Account Executive
Account associate job in King of Prussia, PA
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.
Essential Duties and Responsibilities:
• Collaborate with Account Executive to design and implement effective sales strategies based on customer needs and market research.
• Conduct customer visits on a regular basis to maintain relationships and identify opportunities for growth.
• Monitor and manage sales activities within established budgets and timelines.
• Develop solutions in challenges of sales processes, ensuring smooth operations.
• Participate in business development meetings and negotiate agreements with potential partners.
• Prepare and present proposals including pricing, terms, and conditions to existing and potential customers.
• Participate in ongoing training to enhance sales knowledge and performance.
• Build strong relationships with key decision-makers at target accounts.
• Responsible for sales performance, margin management, and A/R collections within assigned accounts.
• Ability to travel as needed for customer visits and trade shows.
• Assist customers with existing and new orders, account statuses and relevant problems.
• Resolve promotional allowances, rebates, and pricing discrepancies.
• Collaborate with internal departments for order coordination and deliveries.
• Other duties as assigned.
Qualifications and Requirements:
• Bachelor's degree in Business, Marketing, Sales, or related field preferred; equivalent experience considered.
• 1-2 years of sales, customer service, or account support experience preferred.
• Strong interpersonal, communication, and relationship-building skills.
• High attention to detail with strong organizational and multitasking abilities.
• Analytical mindset with ability to use data to support sales decisions.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Ability to travel as needed.
• Bilingual (English/Spanish) preferred.
Auto-ApplyJunior Account Executive
Account associate job in King of Prussia, PA
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Essential Duties and Responsibilities: * Collaborate with Account Executive to design and implement effective sales strategies based on customer needs and market research.
* Conduct customer visits on a regular basis to maintain relationships and identify opportunities for growth.
* Monitor and manage sales activities within established budgets and timelines.
* Develop solutions in challenges of sales processes, ensuring smooth operations.
* Participate in business development meetings and negotiate agreements with potential partners.
* Prepare and present proposals including pricing, terms, and conditions to existing and potential customers.
* Participate in ongoing training to enhance sales knowledge and performance.
* Build strong relationships with key decision-makers at target accounts.
* Responsible for sales performance, margin management, and A/R collections within assigned accounts.
* Ability to travel as needed for customer visits and trade shows.
* Assist customers with existing and new orders, account statuses and relevant problems.
* Resolve promotional allowances, rebates, and pricing discrepancies.
* Collaborate with internal departments for order coordination and deliveries.
* Other duties as assigned.
Qualifications and Requirements:
* Bachelor's degree in Business, Marketing, Sales, or related field preferred; equivalent experience considered.
* 1-2 years of sales, customer service, or account support experience preferred.
* Strong interpersonal, communication, and relationship-building skills.
* High attention to detail with strong organizational and multitasking abilities.
* Analytical mindset with ability to use data to support sales decisions.
* Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
* Ability to travel as needed.
* Bilingual (English/Spanish) preferred.
Auto-ApplyAccounts Payable Assistant (Legal)
Account associate job in Philadelphia, PA
SourcePro Search has a fantastic opportunity for an experienced Accounts Payable Assistant with 3-5 years of law firm experience (required). AP experience is a must. This is a great growth opportunity for the right candidate. Only qualified candidates will be considered.
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Account Services Representative I
Account associate job in Philadelphia, PA
Job Description
American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.
RESPONSIBILITIES:
Conduct quality control audits for all new membership applications and/or updates for errors and notify applicable parties accordingly of items that require correction.
Assist with cross-training Account Services staff and branch staff during departmental training.
Process all Business Development membership application requests.
Process all Fulfillment requests received through fax or email.
Virtually assist members/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments.
Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line.
Prepare and mail Welcome Packets when member doesn't receive the packet in the mail.
Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures.
Review and enter account owners CIP (Customer Identification Program) data into Verafin.
Prepare, scan, and process negotiable items received through Image Center.
Answer phone calls, emails and HelpDesk tickets from employees and/or members.
REQUIREMENTS:
At least one to two years of experience in a credit union or other financial institution.
Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.).
Must be available to work rotating evening and Saturday hours.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
Part Time Bookkeeping Assistant
Account associate job in Chadds Ford, PA
Job DescriptionBenefits:
401(k)
Competitive salary
Flexible schedule
Opportunity for advancement
Benefits/Perks
Competitive Compensation
Career Growth Opportunities
Job Summary
We are seeking a detail-oriented and organized Part Time Bookkeeping Assistant to join our growing team! If you have a passion for numbers and a keen eye for accuracy, we'd love to hear from you.
Responsibilities
Assist with maintaining accurate financial records, including accounts payable and Accounts receivable.
Reconcile auction point of sale system records
Support the preparation of weekly and monthly financial reports
Maintain filing systems for financial documentation
Verify resell licenses with applicable U.S. states
Qualifications
Previous experience in bookkeeping or a related field is preferred, but not required.
Associates degree in accounting a plus
Knowledge of generally accepted accounting principles (GAAP)
Experienced in Microsoft Excel and QuickBooks
Strong mathematical and analytical skills
Excellent attention to detail, time management, and communication skills
Jr. Accounts Receivable Clerk
Account associate job in Florence, NJ
We are seeking an entry level Accounts Receivable Clerk to join our busy office. This opportunity to join our amazing team may be just what you are looking for if this position describes you!
Cream-O-Land Dairies is a third-generation family owned and operated business. For more than 76 years we have been delivering farm fresh products to the finest grocery stores, supermarkets, schools and colleges throughout New Jersey, New York, Pennsylvania, Delaware, Connecticut, Florida, and the Bahamas. Perhaps most exciting is that we continue to grow!
At Cream-O-Land we know that it is our loyal employees that enable us to uphold our high standards of service to our customers. Therefore, our goal is to be an employer of choice by providing a culture of mutual respect, courtesy, teamwork, updated equipment and work spaces, and opportunity for development and growth. We proudly offer our full-time staff a highly competitive hourly rates along with a comprehensive benefit package that includes a variety of choices for medical, dental, and vision plans designed to meet individual needs. In addition, we offer life insurance, 401(k), and generous paid time off.
Essential Job Duties
Perform administrative and clerical tasks such as data entry, copy, file and retrieve information as needed
Assist the department manager and assistant manager with diverse A/R functions; assist in researching payments and discrepancies, follow up on delinquent accounts
Works closely with department leadership and co-workers to learn broad aspects of Accounts Receivable team functions
Trained as back-up to assist in absences and heavy work periods
Assists in creating reports and statements
Performs other related duties as assigned
Skills, Knowledge, Abilities
High School Diploma or GED equivalent required, some college level accounting classes helpful
No prior experience required; eager to learn accounts receivable profession starting at entry level activities
Data entry skills
Basic Excel skills
Comfortable using various office equipment and computer software such as excel, 10 key,
Strong attention for detail
Physical Activities:
Dexterity: Repetitive motions that may include the wrists, hands and/or fingers
Remaining in a stationary position, often standing or sitting for prolonged periods
Communication: The ability to communicate, orally and in written form to exchange information, with others internal and external to the organization
Hearing: Regularly understand the speech of another person
Vision: Regularly see details of objects that are less than a few feet away
Physical Demands:
Sedentary work primarily involves sitting/standing
Frequently required to bend to maintain files
Occasionally lift 5-10 pounds
Mental Demands:
Attention: Required to focus for extended periods of time, assessing the accuracy, neatness, and thoroughness of the work assigned
Interact with Others: Develop and maintain relationships with co-workers and customers
Perform Assigned Tasks: Maintain fast-paced, adapt to changing work priorities and schedules
An ability to work independently
Comfortable performing mathematical calculations; Ability to sort, check, count, and verify numbers
Ability to multi-task, prioritize and work efficiently
Excellent verbal and written communication skills
Flexibility to adapt to all situations and work varied hours; possibly work weekends or evenings
Ability to perform at high levels in a fast-paced ever-changing work environment
Ability to anticipate work needs and follow through with minimum direction
Environmental Conditions:
No adverse environmental conditions expected
We are proud to be an equal opportunity, drug-free employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status such as race, color, sex, sexual orientation, gender identity, religion, national origin or age.
Auto-ApplyACCOUNTS RECEIVABLE CLAIMS SPECIALIST
Account associate job in North Wales, PA
Accountable for the reviewing and routing incoming customer claims through initial review and some basic analysis and determine course of action. Timely processing and reconciliation of rebates, admin fees, promos, shortage/damage claims and other miscellaneous credits.
Interact with customers both verbally and via email on claim requests and relating to customer issues. Ability to work closely with Accounts Receivable on resolving variances between the customer's claims and payments.
MUST BE WILLING TO TRAVEL TO NJ FOR TRAINING - DURATION 3-4 WEEKS. ONCE TRAINING IS COMPLETE, POSITION WILL BE BASED IN NORTH WALES PA
Duties & Responsibilities:
• Responsible for collecting information on product claims (Damages and Shortages) during shipment and determination of course of action.
• Monitor and minimize deductions. Maintain deduction level and processing objectives as determined by management.
• Create and maintain reports to track progress of deduction resolution.
• Deal directly with customers
• Ability to work well under tight timeframes
• Support sales team with accurate customer inquiries
• Assist in preparing month-end close
• Calculation and comparison to customer data for all rebates and admin fees. Work closely with Operational areas address and/or escalate questions and concerns
• Provide exceptional support to our customers (internal and external) by fielding inquiries, responding to ad hoc requests and processing claims accurately and timely.
Requirements:
• Must have prior Pharma experience
• Knowledge of Basic Accounting
• BS Degree in Accounting or other Business Discipline preferred, but not required.
• Extensive work experience is comparable to a degree.
• One - Three years of experience in a heavy collection environment. At least two years of experience should be with a manufacturer of consumer goods or other industry whose customer base included major retail or chain stores or wholesale pharmaceutical distributors
• Exceptional knowledge of Microsoft Office(Strong Excel knowledge)
• SAP and Pharma experience a plus
• Exceptional communication, planning, organizational and reliability are a must.
Specialized Knowledge and Skills:
• Outstanding interpersonal skills and the ability to deal with tact and diplomacy
• Ability to develop strong relationships with contacts at customer accounts
• Ability to work with and effectively communicate with all levels of Management
• Proficient and accurate in keying numbers and letters
• Strong analytical/multi-tasking skills
• Must possess ability to work independently with minimal supervision
• Ability to cross train in other Accounts Receivable departments
Work Environment and Physical Demands:
• High Paced Office environment
• Stress tolerance
• Ability to spend extended periods of time viewing a PC screen
• Ability to sit for extended periods of time
• Must adhere to pre-determined work schedule
NOTES:
• Must have prior Pharma experience
* Possibility of conversion
• Work schedule : M-F
• Shift : 7:30 to 9 AM. End 4:30 to 5:30 PM
• Overtime expectations As needed
•• Training for 3-4 weeks is in NJ
• Interview process: Face to Face; maybe 30 to 60 mins
• Interview location: 1070 Horsham Road North Wales, PA
* During training - the work schedule is flexible and hotel accommodations are reimbursable
* The sponsor would consider someone with rebate experience from the following programs: Federal Medicaid, Managed Care Medicaid, State Pharmaceutical Assistance Programs, and Federal and State Supplemental Programs .
Qualifications
Requirements:
• Must have prior Pharma experience
• Knowledge of Basic Accounting
• BS Degree in Accounting or other Business Discipline preferred, but not required.
• Extensive work experience is comparable to a degree.
•One - Three years of experience in a heavy collection environment. At least two years of experience should be with a manufacturer of consumer goods or other industry whose customer base included major retail or chain stores or wholesale pharmaceutical distributors
• Exceptional knowledge of Microsoft Office(Strong Excel knowledge)
• SAP and Pharma experience a plus
• Exceptional communication, planning, organizational and reliability are a must.
NOTES:
• Must have prior Pharma experience
* Possibility of conversion
• Work schedule : M-F
• Shift : 7:30 to 9 AM. End 4:30 to 5:30 PM
• Overtime expectations As needed
•• Training for 3-4 weeks is in NJ
• Interview process: Face to Face; maybe 30 to 60 mins
• Interview location: 1070 Horsham Road North Wales, PA
* During training - the work schedule is flexible and hotel accommodations are reimbursable
*The sponsor would consider someone with rebate experience from the following programs: Federal Medicaid, Managed Care Medicaid, State Pharmaceutical Assistance Programs, and Federal and State Supplemental Programs .
Additional Information
All your information will be kept confidential according to EEO guidelines.
Account Supervisor
Account associate job in Philadelphia, PA
Digitas Health is the Agency of Now: the first global connected-health agency, purpose-built for marketing today. Digitas Health specializes in helping health brands navigate a complex and shifting media environment to create deeper, more relevant connections with their consumer and professional customers. With offices in Philadelphia, New York, San Francisco, and London, it is a member of the world's largest healthcare communications network, Publicis Health. As a member of this elite network, Digitas Health is also a member of the Paris-based Publicis Groupe S.A. (Euronext Paris: FR0000130577), the world's third-largest communications group, second-largest media counsel and buying group, and a leader in digital communications.
Web: ********************* | Facebook: ******************************* Twitter: ******************************
Overview
The Account Supervisor role is the brand champion. Provides strategic input, tactical planning and direction on assigned accounts. Has direct management responsibilities: supervises junior account staff to implement plans in a timely, effective, and profitable manner. Builds and maintains positive, lasting client relationships. Ensures high quality agency output.
Responsibilities
Agency Operations
* Drives the process and details, and develops tactical plans. Forecasts budgets.
* Finances: Develops and administers clients' budgets based on accurate estimating and tracking of hours, out-of-pocket expenses, and reconciliation against estimates.
* Raises client awareness as to when changes in client direction affect estimates.
* Thorough knowledge of contract and its implications.
* Sound decision making regarding hours dedicated to jobs, what to prioritize.
* Thorough knowledge of all basic financial tools necessary to account management
* Trouble shoot: Solution oriented. Knows when things might get off track in agency operations. Uses experience and judgment to proactively solve for potential problems before they get too big. Ability to solve client issues, independently moderate conflicts and influence management decisions
* Team Leadership: Takes on wider, informal leadership responsibilities within the agency
* Management: team leader, provides clear and fair direction & feedback to junior account staff
Knowledge
* Deep, expert understanding of the therapeutic category, the audience and at least two channels. Basic knowledge of at least one other category, and another audience
* Continuously learning technology
* Demonstrates and applies extensive and expert knowledge of assigned brands
* Successfully serves as point of authority and/or source of advice for therapeutic area
* Ensures team adherence to agency process. Identifies issues and leads problem resolution
Strategy
* Vision: Develops communication objectives & strategies (e.g. marketing/ brand platform briefs). Has the ability to see the big picture and identify the key/broad issues while still driving the process and details
* Planning: High-level analysis of category, research, and competitive data.
* Analyzes and extracts findings/issues from all available marketing data.
* Active in strategic development.
* Demonstrates passion for the brand
Tactics and Execution
* Develops marketing/ brand platform briefs). Owns the agency process. Shows resourcefulness and thoroughness in developing tactical plans, including budgets and timelines.
* Production: Supervises and effectively manages the production of client-approved marketing tools
* Creative: Collaborates on creative brief development
* Assumes responsibility for the writing and preparation of marketing communications plans and proposals
* Communication: communicate key Client issues/ initiatives to team accurately and in timely manner
* Demonstrates the ability to think creatively and strategically
* PHCG Offerings: Basic knowledge of PHCG businesses, offerings, and tools
Client Relationship
* Builds trusting relationships with client counterparts. Is seen as strategic, integral to the account, and offering added value.
* Relationship: Frequent, positive client contact with key clients
* Brand Champion: Ensures everyone focused on brand strategy and positioning: client, account team, and other internal departments
* Agency Champion: Understands, communicates and advocates the agency POV (point-of-view).
* Presentations: Ensures client is kept apprised of all account activity: this includes ultimate responsibility for ensuring that appropriate written reports are delivered accurately and quickly.
* Presents complex data or messages in clear, succinct, compelling manner to clients
* Lead role in ensuring timely, accurate client documentation & correspondence
Qualifications
Requirements
* Exhibits Integrity and Trust
* Exhibits Self Development
Education and Experience
* Bachelors degree required
* MBA, Masters in Marketing or related discipline preferred
* Experience in healthcare communications environment preferred
* 5+ years experience in an integrated agency
* Open to travel
Additional information
Our Publicis Groupe motto "Viva La Différence" means we're better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent.
Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off.
If you require accommodation or assistance with the application or onboarding process specifically, please contact *****************************.
Compensation Range: $73,910 - $106,260 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 12/31/2025.
All your information will be kept confidential according to EEO guidelines.
#LI-AG2
Junior Account Manager - Weekly Pay - Philadelphia, PA
Account associate job in Philadelphia, PA
Job Description
Universal Energy Solutions is a leading energy solutions provider, and we are seeking a Junior Account Manager to join our team in the Philadelphia, PA area. As a Junior Account Manager at Universal Energy Solutions, you will have the opportunity to develop and maintain strong relationships with our existing client accounts, ensuring their needs are met and that they receive the highest level of service. You will also have the chance to contribute to the growth and success of our company by identifying upselling and cross-selling opportunities and collaborating with internal teams. If you are motivated, customer-focused, and eager to kick-start your career in account management, we would love to hear from you.
We welcome recent graduates or individuals with a passion for account management and energy solutions to apply.
Requirements
Bachelor's degree in business, marketing, or a related field preferred
Strong interpersonal and communication skills
Excellent problem-solving and negotiation skills
Ability to work independently and as part of a team
Highly organized and detail-oriented
Prior experience in account management is a plus, but not required
Benefits
Rapid advancement opportunities
Professional sales training curriculum
Paid Training
Weekly Pay
Account Services Representative III
Account associate job in Philadelphia, PA
American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Account Services Representative III. This position serves as subject matter expert in all areas of Account Services including but not limited to American Heritage Credit Union's deposit-based product and service offerings, member accounts, IRA administration, fiduciary accounts, etc. Engage with members/non-members through needs-based/consultative actions and assist members via remote, video-based experience.
RESPONSIBILITIES INCLUDE:
Serve as subject matter expert (SME) in the following areas: All American Heritage deposit-based products and services; Electronic/mobile offerings including but not limited to Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc.; All Account Services processes which includes but is not limited to decedent accounts, IRA's, powers of attorney (POA's), trusts, fiduciary accounts, inheritance tax filing, garnishments, CP-2100 processing, etc.
Engage with members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs.
Fulfill lead generation requests submitted via the customer relationship management (CRM) system, Better Lobby, etc.
Open new accounts, certificates of deposit, money market accounts, IRA's, club accounts, and sharedraft accounts; Complete necessary documentation for ACH and payroll deductions, and cross-sell products and services to meet member financial needs/goals.
Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc.
Assist with and resolve complex/specialized account matters such as IRA corrections, decedent account processing, Trust/IRA offerings, etc.
Assist members in utilizing self-service technology (i.e.: PAT, Online/Mobile Teller, Bill Pay, etc.).
Utilize sales tracking systems, member data warehouse programs, and other tools/systems (i.e.: Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate them in areas of low engagement.
Perform member transactions through a variety of channels which includes but is not limited to video, phone, mail, fax, etc.
Prepare/assist with report compilations.
Perform/assist with quality control duties with include but are not limited to new accounts, decedent accounts, POA's, etc.
Assist management with departmental quarterly SOP procedure review and submit corrections and recommendations as deemed fit.
Perform annual required minimum distribution (RMD) review; Manage and resolve member RMD correspondence as requests are received.
Effectively describe features and benefits of American Heritage products and services so members may realize how their financial goals can be met.
Interview loan applicants, process logs, and prepare loan applications using the automated loan approval system and distribute to loan officers for their approval.
DocuSign, mail, or fax applications and/or other pertinent account information to members and prospective members.
Gather background information on members through obtaining credit bureau reports and offering alternative cost saving financial solutions to members while enhancing relationships and providing ultimate member service.
Assure quality member service by enthusiastically acknowledging members and ensuring they are promptly and professionally assisted.
Complete all date of death figures for inheritance tax filing.
Provide assistance and backup to all Account Services positions and access all programs needed to assist the membership effectively.
QUALIFICATIONS:
Three to five years of similar or related experience.
Work requires exceptional knowledge of, deposit products, electronic services, and specialty processes completed in Account Services.
Knowledge of interviewing skills and conversational techniques required.
Must have the ability to apply broader aspects of established practices to situations which go beyond clear, concise guidelines.
Work requires intermediate working knowledge of Word and Excel and advanced knowledge of Better Lobby, Data Verity, Meridian Link (XA) and Symitar.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
Account Services Representative I
Account associate job in Philadelphia, PA
American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.
RESPONSIBILITIES:
* Conduct quality control audits for all new membership applications and\/or updates for errors and notify applicable parties accordingly of items that require correction.
* Assist with cross-training Account Services staff and branch staff during departmental training.
* Process all Business Development membership application requests.
* Process all Fulfillment requests received through fax or email.
* Virtually assist members\/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments.
* Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line.
* Prepare and mail Welcome Packets when member doesn't receive the packet in the mail.
* Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures.
* Review and enter account owners CIP (Customer Identification Program) data into Verafin.
* Prepare, scan, and process negotiable items received through Image Center.
* Answer phone calls, emails and HelpDesk tickets from employees and\/or members.
REQUIREMENTS:
* At least one to two years of experience in a credit union or other financial institution.
* Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.).
* Must be available to work rotating evening and Saturday hours.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
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