Account associate jobs in Syracuse, NY

Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Im entering my 24th year in business, and our team currently consists of myself and two others. We work closely together to support our customers and continue growing the agency. Our office has a collaborative, supportive atmospherewe enjoy bringing in lunch every month or so and making time to connect as a team. We value qualities like a great attitude, positivity, trustworthiness, drive, coachability, and empathy, as these traits help us create real value for our customers. We also prioritize worklife balance and offer health benefits to support our team personally and professionally. If youre looking for a place where you can grow, feel connected, and make an impact, this could be the right fit for you. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Jeff Barrett - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Manage client accounts and update information in the database. Assist clients with policy changes and inquiries. Process insurance claims and follow up with clients on claim status. Coordinate with underwriters to ensure timely policy issuance. QUALIFICATIONS: Strong organizational skills and attention to detail. Excellent customer service and communication skills. Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Renee Neff - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Manage customer accounts and update information in the database. Assist customers with policy changes and inquiries. Process insurance claims and follow up with customers on claim status. Coordinate with underwriters to ensure timely policy issuance. QUALIFICATIONS: Strong organizational skills and attention to detail. Excellent customer service and communication skills. Previous experience in insurance or a related field preferred.

Housing Visions is growing! We are looking for a Full Time benefits eligible Accounts Payable Clerk at our corporate office located at 1201 E. Fayette St. in Syracuse. The hours are Monday-Thursday 8:00am-5:30pm, Friday 8:00am-12:00pm. Pay rate is $20-$25/hr. DOE. At Housing Visions, we do more than manage numbers-we build stronger communities. As a nonprofit dedicated to providing safe, affordable housing, every role in our Finance team directly supports families and neighborhoods in Central New York and beyond. If you're detail-oriented, organized, and want your work to have an impact, this could be the opportunity for you. As our Accounts Payable Clerk, you'll be at the heart of our financial operations, ensuring vendors are paid accurately and on time while keeping our records in top shape. Key responsibilities include: Processing 200-300 invoices weekly with accuracy and efficiency. Reviewing, coding, and preparing invoices for approval and payment. Printing, distributing, and mailing signed checks. Reconciling vendor statements and maintaining vendor records. Answering vendor inquiries and assisting internal staff with financial needs. Preparing analyses of accounts and assisting with bank reconciliations, credit card statements, and security deposits. Supporting audit preparation and month-end reporting. Collaborating across the Finance team to continuously improve processes.

Armoured One Glass, LLC located in Syracuse, NY is recruiting for a Junior Account Manager. The Account Manager for Armoured One Glass, LLC is responsible for managing customer accounts, processing product requests into estimates, and ensuring timely and accurate order fulfillment. This role serves a developmental position towards a sales career path, with progressive responsibility in customer engagement, business development, and revenue growth. This position is a full time, onsite role. Remote work is not offered. Armoured One's goal is to deter, prevent, defend, and protect against an Active Shooter or deadly aggressive behavior incident with solutions that save lives. Armoured One prides ourselves on using evidence-based strategies and proven techniques to offer the best solutions to protect against an active shooter attack. Responsibilities Build and maintain strong, professional relationships with customers to foster repeat business and long-term partnerships. Process orders, create price orders, and manage invoicing with accuracy and timeliness. Support the Director of Sales in developing proposals, quotes, and presentations for prospective clients. Assist with pipeline management by tracking leads, opportunities, and follow-ups in Salesforce. Communicate effectively with operations, finance, and production teams to ensure product flow, efficiency, and quality. Attend departmental meetings for planning, training, and client management. Participate in customer outreach initiatives (calls, emails, event support) under guidance of the Sales Director. Gain knowledge of industry products, specifications, and standards to prepare for progression into a sales role. Maintain a clean and safe working environment. Remote Position No Min Compensation USD $20.00/Hr. Max Compensation USD $23.00/Hr. Qualifications Education and Experience: High School Diploma required; Associate's or Bachelor's degree in Business, Sales, or related field preferred. Prior experience in customer service, account management, or inside sales is a plus. Skills and Abilities: Strong problem solver with excellent analytical skills, able to draw insights from data and recommend solutions Excellent communication and interpersonal skills; comfortable networking and relationship-building. Strong project management skills with a track record of timely task completion. Team player with the ability to collaborate across departments. Comfortable in a fast-paced, evolving environment. Ambitious, growth-oriented mindset with interest in pursuing a sales career. Proficient with Microsoft and Google applications, project management tools, and business reporting platforms. Employment subject to pre-employment background screening Company Website ************************ Company Profile Tom Czyz, a now retired Homicide Detective and SWAT team operator founded Armoured One in response to the Sandy Hook massacre. He brought together a team of experts in active shooter attacks from SWAT Team operators, elite military personnel, federal agents, and educators with the intention of protecting schools and preventing the loss of lives during mass shooting attacks. Armoured One then collaborated with teachers and school administrators to create a real solution for school attacks. Through this collaboration came the business and manufacturing of security film and glass as well as offering services in security assessments and training. Armoured One is committed to the mission of saving lives. Our goal is to deter, prevent, defend, and protect against Active Shooter or deadly aggressive behavior incidents with solutions that save lives through assessments, protection, and training.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Account Associate Service & Sales Opportunity The Romo Agency State Farm Insurance Serve customers. Sell solutions. Build your career. The Romo Agency is seeking a motivated and customer-focused Account Associate who understands that every service interaction is also an opportunity to identify a need and make a meaningful impact. Youll help customers with their insurance needs, provide exceptional service, and use each conversation to strengthen relationships and grow the agency. This is a fully licensed position (Property & Casualty and Life & Health required). If you are not yet licensed, we provide full support and paid training to help you obtain the necessary licenses. What Youll Do Respond to customer inquiries, process policy changes, and provide timely assistance. Conduct policy reviews to identify gaps and recommend additional coverage. Assist with billing questions, renewals, and claims follow-up. Maintain accurate customer records and ensure prompt follow-through. Approach every customer interaction as a chance to educate, cross-sell, and build trust. What You Bring Excellent communication and relationship-building skills. A customer-first mindset with confidence in engaging in product conversations. Strong attention to detail and ability to manage multiple priorities. Previous insurance, customer service, or sales experience preferred. Licensed in Property & Casualty and Life & Healthor willingness to obtain with agency support. Why Youll Love Working With Us Competitive base pay plus performance bonuses. Licensing support and paid training. Growth opportunities in a supportive, team-driven environment. The chance to help customers protect what matters most while building your own success. If you take pride in delivering great service and have the drive to turn every call into an opportunity, apply today to join The Romo Agency.

Description: The Finance & Accounts Payable Specialist plays a vital role in supporting the financial stability of CenterState CEO, its subsidiaries, and affiliates. This position is responsible for accurate and timely processing of accounts payable, assisting with accounts receivable, supporting grant-related financial activity, and maintaining strong internal controls. The Specialist ensures compliance with organizational policies, fiscal accountability standards, and regulatory requirements while providing excellent service to internal teams and external partners. All Resumes should be submitted by Wednesday, December 17th, 2025 Essential Job Duties and Responsibilities: (Additional duties may be assigned) Accounts Payable Process vendor invoices for CenterState CEO and all subsidiaries, ensuring proper documentation, coding, and approvals. Perform 2-way and 3-way matching of purchase orders, packing slips, and invoices, when applicable. Prepare weekly disbursement batches (ACH, checks, and other payment methods) and assist with cash flow forecasting. Maintain vendor files, including onboarding, W-9 collection, and updates. Communicate with vendors to resolve discrepancies, respond to inquiries, and ensure timely payment. Prepare annual 1099 filings and ensure tax documentation compliance. Accounts Receivable Support preparation and processing of customer invoices. Assist with applying payments, reconciling accounts, and following up on outstanding receivables. Support monthly AR reporting and general ledger reconciliation. Financial Processes & Controls Assist with monthly, quarterly, and year-end close processes, including journal entries and account reconciliations. Reconcile intercompany transactions and ensure accuracy of shared financial activity. Review general ledger detail for accuracy and completeness. Maintain strong internal controls and confidentiality standards. Grant & Compliance Support Assist with gathering, verifying, and compiling financial documentation for grant reimbursement requests. Ensure expenses follow grant guidelines and organizational policies. Maintain organized financial records for audit readiness. Other Financial Responsibilities Support sales tax filings and other required financial reporting. Prepare or assist with PAC (Political Action Committee) filings. Stay up to date on company policies, procedures, and financial systems to ensure continuity and backup support. Provide assistance to internal teams as needed and contribute to department improvement initiatives. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Requirements: Education and Experience: Associate's degree in accounting, Finance, or related field required; equivalent experience may be considered. Minimum 2 years of experience in accounts payable or general accounting preferred. Nonprofit or fund accounting experience strongly preferred. Knowledge, Skills, and Abilities: Strong understanding of accounting principles and bookkeeping practices. Proficiency in Excel (e.g., formulas, pivot tables, lookups) and standard office software. Experience with accounting systems; Sage 100 and NetSuite experience preferred. Excellent attention to detail and commitment to accuracy. Ability to gather, analyze, and compile financial data and prepare reports. Strong written and verbal communication skills. Ability to manage multiple priorities, meet deadlines, and maintain confidentiality. Strong problem-solving skills and ability to work independently and collaboratively. Supervisory Responsibility: This position has no supervisory responsibilities. Position Type and Expected Hours of Work: This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. but can be flexible as agreed to by portfolio leads. Travel: No travel is expected for this position.? Physical and Mental Requirements: Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing detailed accounting work, using a computer terminal for research, and/or extensive reading. General office equipment is used. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Disclaimer: All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee(s) occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor. The company reserves the right to add to or revise an employee's job duties at any time at its sole discretion. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship. CenterState CEO is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer without regard to race, creed, national origin, religion, sex (including pregnancy, childbirth or related medical conditions), gender, gender identity, age, marital status, physical or mental disability, predisposing genetic characteristics, sexual orientation, domestic violence victim status, military status or veteran's status.

Job DescriptionDescription: The Company: SecureIt Tactical is the global leader in military weapons storage and armory design, the largest storage supplier to the Department of Defense, and the first to bring military-approved technology to the consumer firearms storage market. The Opportunity: SecureIt Tactical is currently recruiting a bookkeeper./AP Clerk This is an entry level accounting position for a financial professional who will be responsible for updating a company's financial accounts and records. Their duties include checking accounting records for accuracy, tracking invoices and payments and maintaining a system for organizing company documents.. Hybrid working and flexibility are important parts of our culture at SecureIt. However, we are looking for candidates based in the Syracuse, New York area as you will be required to go into the Syracuse office, weekly, for key meetings, training, and other activities as needed. To be successful in this role, you will be intellectually curious, responsive, highly communicative, approachable, and proactive, with a high level of integrity and the ability to maintain confidentiality. Responsibilities: Documenting financial transaction details and monitoring the transactions. Prepare and file financial documents. Ensure compliance with internal controls and Accounting policies and procedures. Complete monthly bank reconciliations and post GL adjusting entries as necessary. Perform ad-hoc financial analysis and special projects as assigned or required. Enter accounting related information into business logs. (QuickBooks) Extract reports as needed. Fact checking accounting data. Organize and update financial records. Prepare documents for external auditors. Process and record bank deposits.' Enter and process weekly payables. Assist with tax payments and returns. Perform other related duties as assigned. Requirements: Requirements: Minimum 1-3 years' experience in accounting. Ability to work across multiple projects effectively, with autonomy and flexibility. Thrives in a fast-paced environment with the ability to prioritize and multitask efficiently. Strong attention to detail. Sense of urgency and accountability in day-to-day work. Ability to work in a team environment. An Equal Opportunity Employer SecureIt Tactical is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at SecureIt Tactical are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.

Job DescriptionBenefits: Simple IRA License reimbursement Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Raymond Haynes - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Manage client accounts and update information in the database. Assist clients with policy changes and inquiries. Process insurance claims and follow up with clients on claim status. Coordinate with underwriters to ensure timely policy issuance. QUALIFICATIONS: Strong organizational skills and attention to detail. Excellent customer service and communication skills. Previous experience in insurance or a related field preferred.

CME Associates, Inc. (CME) is an engineering technology firm providing comprehensive Construction Materials Evaluation and Technical Support Services. Our experts specialize in geotechnical engineering, construction materials evaluation, special inspections, geological sciences, subsurface exploration, and investigative engineering. Summary Join our team as a Billing & Accounting Administrator, where you'll play a key role in ensuring smooth financial operations. In this full-time role, you'll manage invoice processing, oversee accounts receivable, and handle a variety of essential accounting tasks that keep our business running efficiently. This position is based at CME's Corporate Headquarters in East Syracuse, NY, with a standard schedule of Monday through Friday, 8:00 AM to 4:30 PM. Responsibilities Invoicing Prepare and process client invoices accurately and in alignment with established schedules. Enter sales data into QuickBooks with precision and attention to detail. Ensure timely distribution of invoices on a monthly basis and according to client-specific timelines. Accounts Receivable Perform proactive follow-up on outstanding accounts to maintain healthy cash flow. Generate, review, and maintain comprehensive A/R reports for internal tracking. Update QuickBooks regularly with current receivable information. Organize and securely store all supporting documentation related to financial reports and conclusions. Maintain clear, professional communication with internal teams and external clients to resolve inquiries and ensure accuracy. Qualifications High school diploma required; an associate degree in business, accounting, or a related field is preferred. Proficiency in Microsoft Office Suite-especially Excel, Word, and Outlook-with strong ability to create and manage spreadsheets and analyze data in Excel. Familiarity with QuickBooks or similar accounting platforms is highly desirable. Exceptional organizational abilities and outstanding verbal and written communication skills. Compensation: $21 - 25 / hour Benefits and Perks CME offers competitive wages and all benefits listed here: Health, Dental, Vision, 401K, Health Savings Account, Supplemental Insurance Products, and Paid Time Off (including Holiday, Vacation, Sick and Personal) for full-time employees. This is an Equal Employment Opportunity. All qualified applicants will be afforded equal employment opportunity without regard to race, color, sex, age, marital status, sexual orientation, gender identity, religion, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state, and local laws. CME Associates, Inc. is an Affirmative Action Employer. A New York State Certified Woman Owned Business Enterprise (WBE).

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Rome, NY and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Steven Jarvis - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Manage client accounts and update information in the database. Assist clients with policy changes and inquiries. Process insurance claims and follow up with clients on claim status. Coordinate with underwriters to ensure timely policy issuance. QUALIFICATIONS: Strong organizational skills and attention to detail. Excellent customer service and communication skills. Previous experience in insurance or a related field preferred.

About Us We're in the business of people helping people and you can help us change lives just by working here. Whether it's helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time - you have an impact on their lives just by working here, no matter what your position may be. Work with us - and be part of something bigger than banking. In exchange for your time and talents, we offer generous benefits. After all, you make us awesome, so we take care of you with things like… Pension Plan, 401k Plan with company match Excellent health benefits Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO) 10+ paid holidays per year Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such student loans and tuition reimbursement Employee recognition program ...and more! At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union. Title of Position: Senior Branch Member Account Specialist Position Type: Full-Time. Typical shifts include Monday through Friday 8:30AM to 5:30PM, with rotating Saturday shifts 8:30AM to 12:30PM. Compensation Range: $21.00/hr. - $25.50/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills* Location: Position is on-site at our Cortland Branch located at 141 Clinton Avenue , Cortland, NY. Position will provide coverage to our Ithaca Branch located at 408 Elmira Rd., Ithaca, NY as needed. At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). If you need sponsorship now or in the future, look for this statement in the before you apply: Visions Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position. If this is not listed in the job description, Visions Federal Credit Union will not provide sponsorship for the candidate to work in the United States Responsibilities/Duties: Deliver exceptional service to our members as the primary contact for members regarding the status of their account and any escalation. Assist members in setting up new business, consumer, and IRA accounts. Resolve account related concerns, provide general credit union information, intake and follow up on consumer loan applications excluding residential mortgage lending. Rotates to perform branch duties to include MSR activities. Act on notary requests. Expand member relationships through offering appropriate products and services. Minimum Qualifications & Experience: High school diploma with 1-3 years of related experience. Obtain notary license within 1 year of acceptance of role. Proficient in the Microsoft Office Suite programs. Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc. Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience. Preferred Qualifications & Experience: Associate degree preferred. Two to four years' experience in customer service, retail, banking or financial services industry. We're more than banking. You can be, too. #ClaimYourSeat

Employee-Owned Premier Countertop Company is looking to fill an Accounts Receivable position for our growing company in Syracuse. The Accounts Receivable position maintains and records a complete and systematic set of business transactions, requiring attention to detail and accuracy. Essential Job Duties and Responsibilities: (Additional duties may be assigned) Accounts receivable functions: post invoices, receipts, maintaining customer database Maintain capital improvement tax and resale spreadsheet monthly Daily check and credit card deposits Make Collection calls General accounting/account reconciliation Assist CFO in other functions Filing Minimum Qualification Standards: · High school diploma or GED · 2-year degree in accounting or similar · 1-3 years in accounting or bookkeeping · Equivalent combinations of education and work experience will be considered. · Experience in Sage 50 or Peachtree is preferred but not required Knowledge, Skills, and Abilities: · Computer proficiency including Microsoft Excel, Outlook, Word, data entry, spreadsheets, and generating reports using standard software applications. · Excellent verbal and written communication skills. · Strong organizational skills including the ability to manage multiple projects and details simultaneously. · Some analytical ability to gather and summarize data, find solutions to various administrative problems, and prioritize work. · Ability to develop and maintain recordkeeping systems and procedures. · Ability to create, compose, and edit written materials. · Ability to gather data, compile information, and prepare reports. · Strong written and oral communication skills to interact with customers, vendors and co-workers in a professional and helpful manner in person or via phone or written correspondence. · Ability to work independently and demonstrate initiative in meeting sales and revenue goals. Equipment, Machines and Software Used: This position requires the regular use of a computer, printer, copier, fax machine, telephone, scanner, calculator, adding machine and postage meter. Computer Software: Microsoft Office to include Outlook, Word, and Excel. Sage accounting software. Mental Requirements: · Close mental and visual attention to prepare and analyze data and figures and work on a computer that requires close coordination and fine adjustment. Physical Exertion: Exerts up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull, or otherwise move objects. Environmental Conditions: There is no exposure to adverse environmental conditions. Work is performed in a typical office work environment. Busch Products Inc is an Equal Opportunity Employer. Busch Products, Inc is an EEO Employer - M/F/Disability/Protected Veteran Status View all jobs at this company

The New Accounts Analyst will be responsible for supporting daily operations by facilitating on-boarding, KYC, and AML processes required for opening new institutional accounts and updating existing accounts within Guggenheim Securities, LLC - a FINRA registered broker-dealer. Responsibilities include reviewing account documentation in accordance with legal and regulatory standards. This role requires meticulous attention to detail and the ability to effectively prioritize workflow while examining materials submitted by both internal and external business partners. Coverage spans product areas such as Investment Banking (both domestic and international branches), Equities Sales & Trading, Derivatives, Fixed Income, and Syndication. Essential Job Functions Receive and process new account request from sales personnel, liaising directly with clients Screen customers against the OFAC SDN and other sanctions lists utilizing WorldCheck One, escalating positive screening outcomes to AML Officer Coordinate with internal teams such as: AML Officer, Compliance Officer, FinOps, Business Controls, Legal, Sales & Trading Desk Supervisors, Risk and Operations Conduct research on various regulatory platforms for client information/verification in accordance with established policies and procedures Handle trade-level documentation such as Options Agreements, Electronic Trading Agreements, QIB Certifications, etc. Review existing client files for completeness as specified by policies and procedures For Sales & Trading, utilize Pershing's NetX360 to open client allocation accounts Facilitate Request for Information (RFI) from external Business Partners and clients Perform suitability assessments for prospective Investment Banking Investors in accordance with Confidential Marketing policies and procedures Demonstrate a willingness to learn new technologies to fulfill onboarding and FinCEN requirements using proprietary technology Manage internal approvals and signoffs Participate in Ad hoc projects as assigned Provide evening and weekend support as required Preferred Qualifications Familiarity with Bank Secrecy Act, Anti-Money Laundering, Know-Your-Customer, FinCEN and Broker-Dealer Rules and Regulations. As well as FINRA CAT & CAIS Prior experience working in the financial services industry, with a background in documentation is preferred Demonstrated ability to prioritize and handle multiple projects and assignments Ability to collaborate across product lines and effectively manage competing priorities through strong time management and problem-solving skills Highly organized, detail oriented and thorough; ensuring all work processes are completed accurately and appropriately Demonstrates consistent professionalism in communication and can clearly articulate complex or problematic situations Strong team player with a positive, collaborative attitude Proactive, able to anticipate needs, take initiative, operate independently, and recognize when escalation is necessary Adaptable and able to respond effectively to changing situations Skilled in reviewing and analyzing customer documentation and initiate appropriate follow-up actions Proficiency in Microsoft Suite with working knowledge of Excel Familiarity with: Pershing NetX360, Thompson Reuters WorldCheck One, LexisNexis and DocuSign Basic Qualifications Bachelor's degree or equivalent in experience 2-3 years' experience in a KYC Role Must successfully pass a background check Work Location Currently, this role will be remote with in office expectations for initial training period and as required Salary Annual base salary between $80,000 and $95,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Provides strategic direction for pre-delivery and after-sale support to customers which may include product ordering, availability, and delivery. General Responsibilities: We seek a motivated, process-oriented individual in our Customer Care Center to support our customers via telephone and written communications. Our channel includes distributors seeking after-market replacement components. Our Call Center is a high-volume, fast-paced, and metric driven call-center team atmosphere with a high emphasis on customer satisfaction and first call resolution. Specific Responsibilities for this position include: Provide exceptional customer support to the distributor (including parts selection and ordering, pricing and availability, expediting delivery, dispute resolution, and limited technical support) Provide superior follow up to distributors and sales managers Manage all account interactions via inbound phone Communicate with Distribution, including Service Managers and Parts counter personnel via telephone, and Cases to build strong business relationships;ensure a positive customer experience. Collaborate with internal departments to resolve customer opportunities Actively participate in departmental Client Excellence Activities Ability to manage multiple reports and combine data from various sources Key Qualifications: Working knowledge of call center tools such as CRM (Customer Relationship Management software) and phone tools (Salesforce experience preferred) Ability to handle between 60-70 phone calls/cases per day while maintaining a positive/responsive attitude with the customer Working knowledge of SAP, Salesforce, PIC, and Windchill systems is desired. A background in Residential and Commercial HVAC applications, products, and systems, and the ability to read basic technical drawings is desired. Excellent customer service skills Strong written and oral communication skills Proficient in MS Office (specifically Word and Excel) Strong analytical skills, accuracy, and attention to detail Sense of urgency;strong organizational skills, and ability to handle multiple tasks at one time Creative problem-solving skills Self-starter and well organized, able to multi-task and prioritize work Adaptability and flexibility to seasonality and changing business demands are critical. No travel required Spanish language skills are a plus.

The future of energy is digitized, decarbonized and localized. At SmartestEnergy, we need revolutionary thinkers to help our customers make the most of this new landscape, thinking differently to find smart solutions to complex problems. Formed in 2001, we're an agile business driven by entrepreneurial thinking. As a subsidiary of the Marubeni Corporation, we also have strong investment and infrastructure behind us. As well as our three offices in the US, we have three offices in the UK and another in Australia. Further expansion is planned for 2026 and beyond which means global career opportunities for you, with plenty of potential to explore new markets. When you join our Team, you will have the opportunity to contribute and make an impact every single day. Overview The Accounts Receivable (AR) Specialist is responsible for managing customer payments, reconciliations, and reporting for a multi-market retail electricity provider operating in ERCOT (Texas), ISO-NE, PJM, and NYISO markets. This role ensures accurate posting of receipts, maintains the integrity of the AR subledger, and supports month-end close and audit processes. In this role, you will be involved with the following: Accounts Receivable Operations Record and apply customer payments (ACH, wire, lockbox, ZBA transfers) to the correct accounts and invoices. Reconcile daily bank activity and resolve unapplied cash, short payments, or unidentified receipts promptly. Maintain accurate AR subledger and perform monthly reconciliations to the general ledger. Prepare AR aging schedules and track customer payment patterns to identify trends and potential risks Month-End Close & Reporting Prepare monthly AR reconciliations and journal entries as part of the close process. Assist in preparing AR metrics, DSO (Days Sales Outstanding), and cash application performance reports. Support internal and external audits by providing supporting schedules and documentation. Participate in system improvement initiatives and Workday ERP integration projects to enhance automation and reporting efficiency. Liaison & Cross-Functional Support Serve as the primary AR liaison to Billing to ensure accurate synchronization of customer balances, credits, and market adjustments. Coordinate with Tax and Revenue Accounting teams on sales tax validation, journal entries, and reporting compliance. Support Treasury with cash forecasting by providing accurate visibility into customer collections and timing To be successful in this role, you are likely to have the following skills/experience: Bachelor's degree in accounting, finance, or experience in the related field Greater than 3 years relevant experience. Prior experience in the retail electricity or energy trading sector strongly preferred. Familiarity with ERCOT, ISO-NE, PJM, or NYISO market structures and customer settlement dynamics desirable. Energetic, driven and committed to success while working under tight time constraints and pressure. Strong ability to work collaboratively within teams and independently. Familiarity with accounting software like QuickBooks, SAP, Oracle, or other ERP systems. Proficiency in Microsoft Excel is often required. Diversity Celebrating our inclusive and diverse culture is core to what we do. We value everybody irrespective of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability and genetic information (including family medical history). EOE. We know that for our business to thrive we need diverse talent with a range of backgrounds, skills and capabilities in each of the countries in which we operate. We view diversity as one of the key enablers that helps our business to grow. We are committed to the full inclusion of all qualified individuals. As such, if a reasonable accommodation is needed to participate in the job application or interview process, please reach out to the HR & People Team via email *************************** so we can discuss with you further. Check out all our current open positions Our privacy policy is here

Job Summary: Responsible for following up on medical claims including but not limited to follow up on claim submissions, investigating patient accounts, resolving denials, and fielding all incoming correspondence. Answering incoming phone calls from patients pertaining to billing, insurance, and payments. Minimum Qualifications: High School degree or equivalent and two years clerical support in a medical billing setting. Will consider equivalent combination of education and experience. Preferred Qualifications: Work Days: Monday - Friday 8:00 am - 4:30 pm Message to Applicants: Our benefits package includes health, dental and vision insurance, eligibility for employer 401k funding after 1 year (3% quarterly/5% annual on vesting schedule), tuition reimbursement, generous paid time off, including vacation and personal time, paid sick leave, holidays and floating holidays. G3: $17.64 - $28.17 Please note the salary information shown is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as internal equity, market and business considerations. Recruitment Office: MedBest Medical Management

Looking for a full time or part time bookkeeper for construction company on Utica Avenue knowledge of Timberline a plus flexible hours

Job DescriptionDescription: The Accounting Associate plays a critical role in the Finance department by processing vendor and grant account payables. Maintains accurate finance records, assigns payables to appropriate grant funding source. Works closely with senior management and other staff to support financial needs. Essential Duties and Responsibilities: Open, date stamp and distribute mail to relevant staff. Review of these items would apply to all third-party invoices along with credit cards such as the Bank of America -MasterCard, Lowes, and Walmart, for example. Monitor the Company phone line and distribute any messages to the appropriate staff, Review all invoice packages for appropriate backup documentation to ensure proper entries into the General Ledger. Items to review would include- proper supervisor approval initials, correct grant coding (correct YWCA MV Grant funder) and physical location of expense. Answer the main door when the doorbell rings and either usher the visitor to the staff they are here to see or alert the staff member of someone at the door to see them, Record, endorse with “For Deposit Only”, and deposit incoming checks, and communicate daily deposit details via email of coversheet and all backup to the finance and development teams, Coordinate with housing case managers to ensure the accurate payment of monthly rents and maintain a spreadsheet reconciling the payments, Assist in grant vouchering from coded invoices- which includes pulling scanned invoice packages and saving in the grant billing folders, Backup for the Grants Manager duties, Assist Director of Finance with monthly closings and reports, Function as liaison between finance and staff related to account payables including running reports to answer inquiries, Function as liaison between finance and Development staff related to account coding and reconciliation, Function as liaison between finance and Crossroads/Pathways staff related to account coding and reconciliation along with processing vouchers received from the County for attendee reimbursement and producing weekly reports for each program instructor, Function as liaison between finance and Program staff related to DSS Bed Night usage payment tracking and proper revenue coding and reconciliation by processing vouchers received from Oneida County and Title XX, Inventory, order, pick up (when applicable) and file all office and kitchen supplies, Prepares analysis of accounts as requested, Performs administrative tasks such as filing and copying, Other administrative duties as assigned. Education: · Associates Degree in Accounting preferred with two plus years of related experience or a Bachelors Degree in Accounting. Required, Specialized, or Technical Knowledge: · Professional manner and appearance. · Must possess maturity and sensitivity to confidential information along with ability to employ strict discretion in sensitive situations. · Able to work with minimal direction and supervision, with ability to organize time and duties, follow through with assignments and meet deadlines. Ability to coordinate and manage numerous ongoing activities. · Demonstrated ability to collaborate with executives and in a team atmosphere. · Flexibility in work assignments and interest in assuming new responsibilities in an evolving work situation are essential. · Excellent verbal and written communication skills to establish clear expectations in a fast-paced setting. · Working knowledge of Microsoft computer software required. · Comfort with uncertainty and ambiguity while being proactive in anticipating and preempting problems. · Represent the agency as needed to both internal and external audiences. Expectation for all Employees: Supports the organizations mission, vision, and values by exhibiting the following: Þ Integrity Þ Respect Þ Commitment Þ Compassion Þ Credibility Þ Expertise Þ Teamwork Physical Requirements: Equipment Used: · Computer, fax, adding machine, telephone, voice mail, copier. Must hold a valid driver's license and insurance and be able to travel, as necessary. Requirements:

Job DescriptionAccounts Receivable Coordinator$17.00 - $19.00 an hour The primary responsibility of the Accounts Receivable Coordinator is to provide administrative services and assist with financial reporting, manage customer accounts to ensure payments are on time, record account changes, and resolve billing and payment errors. What's in it for you?Staffworks associates are eligible for the following: Accrued Paid Sick Leave Referral Bonus Incentives Become eligible for Health Insurance* and More!! Accounts Receivable Tasks: Post daily customer receipts to customer accounts Process credit applications for new customers Assist Accounts Receivable Manager in resolving customer issues Other Tasks: Sort and distribute daily mail Address and direct visitors Process travel arrangements for sales and other employees Assist in processing vendor invoices for payment & other AP tasks Backup for AP coordinator & AR manager as needed Issue vendor checks as needed Prepare and distribute daily and monthly reports File as needed Assist on various projects as needed Accounts Receivable Coordinator Qualifications: Experience processing customer payments and/or processing vendor invoices Accounting background and possess good math skills Experience with ERP systems Strong computer skills proficient Microsoft Word and Excel Detail oriented with good organizational skills Ability to manage and meet deadlines We are an Equal Opportunity Employer and celebrate diversity at all levels of our organization. How to Apply: Please visit www.staffworkscny.com Call today (315) 735-5050 INDITES