Account specialist jobs in Nashville, TN - 334 jobs

Title: Customer Account Facilitation Specialist Department: Relationship Management Team Schedule: Monday - Thursday 9:00 AM - 5:00 PM, Friday 9:00 AM - 3:00 PM Join a Culture Like No Other! Are you ready to be part of a team that values collaboration, growth, and creating exceptional experiences for clients? At Wesley Financial Group, we're more than just a workplace - we're a community that thrives on innovation, support, and making a difference. We're looking for a Customer Account Facilitation Specialist to join our dynamic team. This role is at the heart of our mission: helping clients navigate the timeshare exit process to secure successful outcomes, all while ensuring an unparalleled customer experience. Why You'll Love Working Here: Comprehensive Benefits: Medical, Dental, and Vision Insurance. Secure Your Future: 401K with a generous company match. Time to Recharge: Generous PTO - start accruing from day one! Balanced Schedule: Enjoy great work-life harmony with a friendly Monday-Friday schedule. Celebrate & Connect: Participate in engaging company-wide events, team-building activities, and employee recognition programs. Onsite Perks: Access our fitness center, relax in team lounge areas, or enjoy food trucks and courtyard spaces. Growth & Coaching: Learn from industry professionals committed to your success. Diverse & Inclusive: We embrace what makes each team member unique! Your Role: Serve as the main point of contact for clients, facilitating clear communication and setting expectations Negotiate effectively with clients and other contacts to achieve optimal outcomes Handle challenging client situations with strong de-escalation skills Ensure timely submission of clients for release with accurate documentation Deliver exit packages promptly and with attention to detail Manage a live call queue and team email inbox with responsiveness and professionalism Maintain thorough, accurate client records in Salesforce Manage both existing and new client files collaboratively within the team Respond to emails, calls, and client feedback within 24 hours Maintain consistent professional communication via phone, email, and mail Key Skills and Proficiencies: Proven negotiation and conflict resolution skills Strong de-escalation and problem-solving abilities Results driven and outcome focused Excellent written and verbal communication skills Exceptional interpersonal skills and professionalism Ability to work independently and within a team Strong time management and multi-tasking abilities Flexibility and adaptability in a fast-paced environment High attention to detail and accuracy Ability to prioritize tasks and delegate when appropriate Proficiency with Salesforce, Excel, Google Sheets, and Google Workspace Prior customer service experience is required minimum of 2 yrs Ready to Make a Difference? This is more than just a job - it's your chance to be part of something meaningful, in a workplace that values your unique talents and fosters your professional growth. Apply now and discover what makes Wesley Financial Group truly stand out. We can't wait to welcome you to the team! Please remember to check both your inbox and spam folders for all application and interview-related communications after you apply. Location: Franklin, TN (In-Office) Schedule: Monday - Thursday 9:00 AM - 5:00 PM, Friday 9:00 AM - 3:00 PM Compensation details: 50000 Yearly Salary PI199edb4d7ad4-37***********8

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle and an opportunity to advance your career within a leadership role. As an Insurance Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Own your career by utilizing company sponsored leadership development programs to increase your potential for advancement to our mid or upper-level management roles Build manage, and lead teams of Insurance Professionals What makes a great Insurance Professional? Strong relationship building and communication skills Self-motivation to network and prospect for new clients, while demonstrating strong time management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others The ability to present complicated concepts effectively What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Norstella is a premier and critical global life sciences data and AI solutions provider dedicated to improving patient access to life-saving therapies. Norstella supports pharmaceutical and biotech companies across the full drug development lifecycle - from pipeline to patient. Our mission is simple: to help our clients bring therapies to market faster and more efficiently, ultimately impacting patient lives. Norstella unites market-leading brands - Citeline, Evaluate, MMIT, Panalgo, Skipta and The Dedham Group and delivers must-have answers and insights, leveraging AI, for critical strategic, clinical, and commercial decision-making. We help our clients: + Accelerate the drug development cycle + Assess competition and bring the right drugs to market + Make data driven commercial and financial decisions + Match and recruit patients for clinical trials + Identify and address barriers to therapies Norstella serves most pharmaceutical and biotech companies around the world, along with regulators like the FDA, and payers. By providing critical proprietary data supporting AI-driven workflows, Norstella helps clients make decisions faster and with greater confidence. Norstella's investments in AI are transforming how data is consumed and decisions are made, disrupting inefficient legacy workflows and helping the industry become more efficient, innovative, and responsive to patient needs. **The Role:** The Client Success Renewals Specialist works in collaboration with the Client Success Operations Manager and Client Success team members in the overall responsibility for MMIT client contract onboarding, adoption, and renewals with the aim of client retention. The CSR will support the Client Success team in key client success initiatives and tactics essential for clients to realize deep value from an ongoing MMIT partnership. The CSR will leverage their product and contractual knowledge, attention to detail, and highly responsive mindset to deliver on key initiatives aimed at supporting MMIT's clients. **Responsibilities:** Renewals Management - Manage Digital Segment client contract renewals occurring on a yearly or multi year basis - Responsible to contract terms review/changes, documentation in Salesforce, partnering with client team, and client communication surrounding the renewal through signature - Partner with and assist Client Success Managers with segment specific contract renewals throughout the renewal cycle - Document and report to leadership renewal progress throughout the renewal cycle Client Support and Data Management - Lead Digital Segment clients through onboarding and adoption of licensed solutions - Support client with the submission, monitoring, and ensuring resolution of Customer Support and Data Verification tickets - Escalate urgent client issues using MMIT Client Escalation Pathway - Collaborate with internal partners to address client questions required for completion of requests - Prepare standard data extracts from MMIT applications as needed - Collaborate with Sales Operations to maintain CS dashboards and reports - Effective collaboration with internal and external stakeholders Account Planning & Strategy Support - Generate and summarize client data to support internal account health and planning discussions - Create client facing engagement reports (utilization metrics, engagement summary, etc.) - Prepare engagement summary metrics for client meeting and Executive Business Reviews General Client Success Support - Collaborate with CSM to prepare content for client deliverables and presentations aligning with the client business portfolio and goal alignment (kick-off meetings, partnership reviews, training presentations, etc.) - Fill in for CSM on client support inquiries or projects as needed (CSM back-up for out of office, travel, conflict, etc.) - Review client facing deliverables and configuration settings to ensure alignment with client needs - Regularly review and maintain client user lists and access to MMIT solutions - Coordinate maintenance of client application settings and prepare communication to update client (i.e. add or remove drugs from client market baskets) - Partner with CSM through weekly touchpoints reviewing key account metrics and deliverables - Provide insight to operational efficiency and process improvements aligned with enhancements to overall process and the customer experience **Qualifications:** - 1-3+ years experience in life sciences - 2-4 years experience in customer support or client management - Previous experience reviewing legal documents/contracts - Ability to work independently and drive projects from start to finish in a fast paced environment - Highly collaborative, team oriented, and comfortable leading cross-functional projects - Excellent writing and communication skills for both internal and external audiences - Passion for continual learning and highly motivated - Strong empathy for customers AND passion for retention and growth - Analytical and process-oriented mindset - Highly detailed oriented - Demonstrated desire for continuous learning and improvement **Our Guiding Principles for success at Norstella:** 01: Bold, Passionate, and Mission-First 02: Integrity, Truth, and Reality 03: Kindness, Empathy, and Grace 04: Resilience, Mettle, and Perseverance 05: Humility, Gratitude, and Learning **Benefits:** - Medical and Prescription Drug Benefits - Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) - Dental & Vision Benefits - Basic Life and AD&D Benefits - 401k Retirement Plan with Company Match - Company Paid Short & Long-Term Disability - Paid Parental Leave - Paid Time Off & Company Holidays _The expected base salary for this position ranges from $70,000 to $90,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered._ _Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._ _Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._ _All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._ Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.

About the Role Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar. What You'll Do Front Desk Responsibilities: Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time Assist clients, building individual connections, and providing direction with any questions or concerns Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner Deliver first class client experience at all times Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed Guide clients with regards to the latest studio promotions, membership discounts and/or special events Maintain product knowledge for all studio retail operations Participate in all relevant training and development programs and meetings as directed by Operations leaders Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements Fuel Bar Responsibilities: Deliver quality protein smoothies and customer service in the Fuel Bar Handle pre-orders and orders on the spot, custom to each client's needs Assist clients with questions and product selection Complete client's orders in a timely manner utilizing a POS transaction Maintain fuel bar department areas clean and sanitized Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy Prepare various fuel bar goods following company recipes Facility Maintenance: Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors Support in cleaning and maintaining of locker rooms to brand standard as directed Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas Conduct small studio repairs when appropriate Laundry services, including collecting, washing, and folding towels Adhere to daily and weekly cleaning and maintenance checklists Customer Service: Ensure all existing and new clients are provided with the highest level of hospitality Maintain client database and utilize information to increase client contact Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools Qualifications Strong hospitality skills and alignment with Barry's Mission, Vision and Values. Ability to work either a full-time or part-time schedule Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Friendly, outgoing personality and enjoy social interaction Exhibits enthusiasm for the studio and for the job Must be a patient, courteous listener, able to show empathy Responding to clients request with a can-do attitude Cooperative manner with a focus on team culture. Ability to prioritize and work within a fast-paced environment Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment Have an eye for detail and care for the studio's appearance and cleanliness Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness Maintain a professional appearance and behavior Demonstrate excellent communication skills Candidates must be at least 18 years or older to apply

Job DescriptionMatriarch Home Care Concierge - Redefining Luxury in Senior CareDo you have a heart for service and the polish of a professional chauffeur? Matriarch Home Care Concierge is expanding our Transportation Division and seeking exceptional drivers to elevate the experience of our cherished clients. Whether you're behind the wheel of a sleek sedan or assisting with our wheelchair-accessible van, you will be delivering more than just rides-you'll deliver comfort, dignity, and VIP treatment to every client. We are not just looking for a driver, we're looking for a presence-someone who understands grace, hospitality, and the power of a calm voice and safe hands. If this sounds like you, apply today!What You'll Do: Drive clients to appointments with care and style (vehicle provided by Matriarch) Greet them like family, treat them like royalty Ensure every ride is smooth, safe, and seamless Represent the Matriarch name with elegance Must be able to operate bariatric wheelchairs What You Bring: Clean driving record Valid Driver's License to include For Hire Endorsement (F) MUST reside in middle Tennessee Respect for seniors and people with mobility needs Concierge-level service skills Calm, professional, and poised demeanor Must be able to lift 75 pounds on occasion **In person interviews are required What We Offer: Part-time available Competitive Wages Weekly Payroll Vehicle provided by Matriarch Direct Deposit Holiday Pay ZayZoon - Access earned wages before payday to make life a little easier! Why Join the Matriarch Community: At Matriarch Concierge Services, we prioritize creating a nurturing and supportive environment where every team member feels valued and empowered. As part of our team, you'll have the opportunity to grow personally and professionally while making a lasting difference in the lives of those we care for. Join us and be a vital part of something that truly matters. Ready to Make a Difference? Apply Now and Join the Matriarch Community! Job Posted by ApplicantPro

DP World Contract Logistics delivers tailored, scalable and progressive solutions to customers in more than 100 global locations. The company has managed supply chain synergies for global automotive and technology premier brands for more than 60 years. At DP World Contract Logistics , we're redefining the future of supply chain solutions. Our Data Center Excellence team is at the heart of this transformation, ensuring seamless, scalable, and secure operations across our global contract logistics footprint. We're looking for Operations Subject Matter Expert to contribute to successful deployment of new data centers. This role will be part of the team managing the launch and operational readiness of new data center logistics sites. You'll coordinate with cross-functional teams and ensure projects are delivered on time, within scope, and aligned with customer expectations. Locations: Kansas City MO, Atlanta GA, Charlotte NC * Serve as primary system subject matter expert in supporting system design, complete UAT (internal and customer) to Project Go Live ensuring the project agreed scope is delivered and complete operational handover when all KPIs are met on a consistent basis. * Develop good working relationships with all team members and the customers * Complete Process Flows for operational/system design (Visio) * Complete test script scenarios for Internal UAT * Complete Internal and Customer UAT as per agreed scenarios successfully and on time * Provide input in completing Operations Launch Project Plan (Microsoft) * Complete the Launch RAG on a weekly basis to the Launch Manger, providing your project status and calling out any project barriers that may be foreseen. * Review, communicate and escalate critical project issues with the Launch Manager * Provide leadership, support & training to operational team members * Ensure project team are supported for successful DITL completion * Provide Training material to Training team to complete work instructions (Screen Shots) * Participates in business process redesign teams. * Ensure Launch Governance is followed * Other duties as assigned Compensation DP World offers exciting and challenging roles within a growing international organization. We strive to hire and develop the right people, locally and globally, stimulating personal growth and self-development within an informal atmosphere. We offer a market competitive compensation package. About DP World Trade is the lifeblood of the global economy, creating opportunities and improving the quality of life for people around the world. DP World exists to make the world's trade flow better, changing what's possible for the customers and communities we serve globally. With a dedicated, diverse and professional team of more than 111,000 employees from 159 nationalities, spanning 77 countries on six continents, DP World is pushing trade further and faster towards a seamless supply chain that's fit for the future. We're rapidly transforming and integrating our businesses -- Ports and Terminals, Marine Services, Logistics and Technology - and uniting our global infrastructure with local expertise to create stronger, more efficient end-to-end supply chain solutions that can change the way the world trades. What's more, we're reshaping the future by investing in innovation. From intelligent delivery systems to automated warehouse stacking, we're at the cutting edge of disruptive technology, pushing the sector towards better ways to trade, minimising disruptions from the factory floor to the customer's door. DP World is on a mission to transcend boundaries and bridge the gap between all nations and cultures - not just in what we do but also in how we behave. We are dedicated to creating a culture where everyone feels respected, supported, and empowered to reach their full potential. We believe that embracing inclusion and diversity, drives innovation and growth and helps us connect people, businesses, and societies. Free minds and different perspectives are changing our world, and together we can change what's possible. The DP World family comprises of syncreon, Imperial and P&O. WE MAKE TRADE FLOW TO CHANGE WHAT'S POSSIBLE FOR EVERYONE. Nearest Major Market: Nashville Job Segment: Logistics, Supply Chain, Data Center, Supply, Operations, Technology, Automotive

We are Automotive Business Scientists. We empower our clients to turn overwhelming industry data into discovery, action and measured success. We are unique market leaders because we find and examine possibilities through the clarity of a scientific lens. To solve the toughest client challenges, we need curious, creative and dedicated people to join our team. We search out individuals who align with our core values and who adhere to the highest standards of integrity and ethics in everything they do. Our company is filled with the brightest minds and the biggest hearts at every level. We recognize that personal success takes on many different forms of the course of our lives - both professional and personally - so we provide a myriad of benefits and programs focused on Wellbeing, Growth, Community and Recognition. One size does not fit all, so we encourage every Urban Scientist to discover their own formula for success. If this sounds like the kind of company you would like to work with, Apply Now! POSITION OVERVIEW With the success of our revolutionary suite of Media Performance solutions that takes the guesswork out of planning, deploying, and optimizing automotive media, we are looking for a Client Specialist to help support our growth within the agency and ad-tech community. This role has current Hybrid Workplace flexibility, and candidates must be available to work in-person two to three days per week at an Urban Science office location. We are headquartered in Detroit, MI and additionally have flexibility to consider candidates local to Atlanta, Dallas (Plano), or Nashville (Franklin). URBAN SCIENCE DOES NOT AND WILL NOT PROVIDE IMMIGRATION RELATED SPONSORSHIP FOR THIS ROLE, NOW OR IN THE FUTURE. Essential Duties and Responsibilities * AdTech team operational and client account support. * Process and analyze usage reports from platform, agency and OEM contracts. * Support the development of a reporting repository for Media Performance projects. * Maintain Media Performance project data at the Solution, Platform, Brand, and Segment levels. * Coordinate with internal teams to ensure services are activated and running smoothly. * Act as main point of contact for questions or concerns from active clients and users. * Support Senior Engagement Managers and Head of Sales on day-to-day client needs, such as research. * Coordinate with internal teams to ensure services are activated and running smoothly. Qualifications - Education and Experience To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, abilities, and competencies required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required: * Data Savvy: Requires a broad understanding of real-time analytics, and experience working with data to provide clear and insightful recommendations * Data management skills (SQL or Access is nice to have) Requires demonstrated knowledge of excel, ability to do pivot tables, macros, etc. * MS Office: Requires solid knowledge of MS Excel, Word, PowerPoint, Teams, and Outlook * Thought Leadership: Requires ability to apply Urban Science methodologies and new ideas to the client's mission critical problems to help them drive business * Experience being a process creator/innovator * Ability to ask relevant, thoughtful questions, take initiative, critical thinker * Communication skills: Strong written and verbal skill set required. Ability to communicate concisely and coordinate effectively with various levels of leadership, and across various teams/offices * Presentation skills: Ability to conduct professional presentations with various levels of leadership * Analytical Thinking: Requires the ability to understand a situation by breaking it apart into smaller pieces, and/or tracing the implications of a situation in a step-by-step causal way * Initiative: Requires the drive to go above and beyond to improve or enhance job results. Ability to work independently in assigned space * Time Management: Requires strong capability to prioritize competing demands, manage multiple concurrent tasks and run meetings on schedule * Project Management: Project management skills, including the ability to estimate work efforts, define work plans, monitor progress and report schedule variances and scope changes. Responsible and accountable to meet deadlines and deliver work as needed. Preferred: * Campaign analytics background * Account management background * Digital automotive marketing experience * Accounting, billing and reporting knowledge * Automotive media, Insertion Order, product/service usage reporting EDUCATION and/or EXPERIENCE: * Bachelor's degree in business, Marketing, etc. required; other degrees considered with demonstrated ability to apply advanced skill in quantitative analysis. * Minimum of 3 years related work experience required * Digital marketing/agency experience required WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This description is intended to describe the type and level of work being performed by a person assigned to this position. It is NOT an exhaustive list of all duties and responsibilities required by a person so classified. The job may require additional hours beyond a traditional 40-hour workweek.

Job Description Client Relationship Specialist Compensation: $70,000 - $80,000 (based on experience) Status: Full time; In Office The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come. We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Some things to know about us: We are a family business, and we treat each other like family. That sounds like a cliché, but it's the truth. We are honest, caring people. Our team is small and growing, specializing in high-net-worth clients. This means we carry a broad range of expertise to provide the utmost in client service to our clients. You'll be able to learn from the best across many aspects of the financial services industry. Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us! Sound appealing? We are building a team with people who share our values and want to contribute to our clients' experiences. We would like you to think of how we can do things better, make an impact, and continue to grow. We are excited to have an opportunity to welcome a Client Relationship Specialist to our team who will support the firm's senior staff. The attributes that we are looking for in a teammate include: Trustworthiness Insistent, consistent attention to detail Energy and enthusiasm Commitment to exceeding client expectations Flexibility and openness to step in and do whatever is needed to support the team Interest in working on varied assignments with people across the firm Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base Ability to anticipate the needs of the advisor and the team overall Self-directed time management and prioritization capabilities and outstanding organizational skills Self-motivation, having the ability to self-start, take initiative, and be proactive Demonstrated integrity, work ethic, professionalism, and an obligation to maintain firm and client confidentiality Poise and maturity, especially in stressful situations Team player with strong desire to be a long-term contributing member of the team, willing to step in and do whatever needs to be done A long view of the opportunities presented by the firm and the industry overall If you are a fit for this position, we know that you are interested in more details. Read on! As a Client Relationship Specialist, you can expect to: Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act. For example: All meeting preparation - from investment updates to financial planning updates Input data for new client financial plans Make recommendations to systematize and improve office functioning Update social media with approved educational content Engage with clients in a professional, kind, and courteous manner. For example: Attend all in-office and Zoom client meetings Take notes during client meetings Conduct check-in calls with clients Answer phones in a professional and courteous manner Greet clients and respond to their immediate needs Demonstrate access to and use of the client portal; conduct client training; troubleshoot issues; give instructions for IRA RMD charitable donations; notify clients of IRA RMDs and give instructions for satisfying requirements; generate and send tax forms Organize and plan events for clients and prospects Intake, screen, organize and process all that you are able, focus your own and the team's attention on the items that require personal attention, and ensure that all activities are captured, scheduled, and completed. For example: Follow up on post-meeting tasks, initiating action and monitoring until complete Update cost basis information Provide total office coverage in the absence of the administrative assistant Handle all incoming and outgoing mail and packages Stay apprised of client meetings and ongoing activities, keeping up to date on the advisors' priorities and projects, goals, and timelines and what they want/need to do with each on an ongoing basis so that you can process, schedule, and oversee projects. For example: Anticipate advisor needs and handle them proactively Prepare new account and investment paperwork Place trades at the direction of the advisor Process money movement requests Track planning fees Generate client reports; generate Morningstar reports Scan client statements, correspondence, and documents Data entry of all clients personal and financial information Coordinate the advisors' calendar availability; appropriately blocking time and coordinating commitments with the team. For example: Complete projects assigned by senior staff members This position serves as the primary liaison between Financial Advisors and clients to ensure quality service is provided throughout the firm's client base. It's expected that the candidate provides proactive task management of necessary Financial Planning initiatives that increase per advisor capacity to serve clients and facilitate client growth. You will work closely with the Operations Team to ensure clients are well served and company goals and objectives are met. This position is not required to generate new clients for the firm but help Financial Advisors do so by freeing up their time. Qualifications for this role include: BS/BA in finance or business administration is preferred, but not required Minimum of three years of experience in the financial services industry required Experience in the wealth management or an investment-related industry with emphasis on understanding of the independent wealth management/RIA arena required Series 65 is require RIA experience (independent, a larger national group or "fee only") is a plus Superior client service, communication, and relationship management skills High level of detail orientation, strong decision making and analytical skills Strong computer desktop skills are required: Microsoft Office Suite (Excel (pivot tables), Outlook, Word, etc.) and CRM, for example Ability to work simultaneously with multiple programs is required Ability to learn and apply new programs quickly and efficiently is required Orion and Redtail experience is a plus Technology-forward Client facing experience Problem solver Ability to thrive in a fast-paced environment and step in to do whatever needs to be done Ability to take direction and follow procedures flawlessly, time after time Patience to do repetitive work correctly and accurately - “everything speaks” Demonstrated job stability and career progression Team player who enjoys working with others and has a servant mindset and positive attitude Team members will have career tracks to choose from. For example, CRSs who want to become planners will be supported in pursuing either the CFP (Certified Financial Planner) or the FPQP (Financial Paraplanner Qualified Professional) designation and have opportunities to contribute to the creation of personal financial plans for our clients. CRSs who are interested in working closely with our highest net worth clients in all aspects of their lives may move to support our family office services. Whichever path you choose, your commitment to our firm will be reciprocated by our investment in you and your future! Get in touch today so that we can get to know you! As a Client Relationship Specialist, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

The Client Bill Representative is responsible for overseeing client billing functions within PathGroup revenue cycle for assigned accounts. This role ensures the accuracy and integrity of client invoices, payment posting, and account reconciliation processes. The Senior Client Bill Specialist serves as a subject matter expert for client billing workflows, assists with escalated client issues, and supports process optimization to improve cash flow and client satisfaction. JOB RESPONSIBILITIES ESSENTIAL FUNCTIONS: Ensure accurate and timely creation of client account and billing rules in the billing system for new and updated client bill agreements. Provide prompt, courteous, and professional customer service to all internal and external clients. Analyze and resolve client invoice related concerns in a timely manner. Monitor client aging and drive collection activities for past-due accounts and provide escalation support to management as needed. Research and lead resolution pertaining to client bill questions, billing discrepancies, pricing variances, and account disputes in collaboration with internal and external teams. Review and reconcile client accounts, ensuring all adjustments, credits, and payments are accurately applied. Recommend and assist in the implementation of improvements to billing policies, workflows, and system configurations. Perform all job responsibilities in alignment with the industry's best security practices and regulatory guidelines to protect the confidentiality, integrity, and availability of protected health information and other sensitive company data. Must be familiar with and abide by the Corporate Compliance Program and all Corporate policies, including the Privacy and Security policies. NON-ESSENTIAL FUNCTIONS: Work with other departments within PathGroup and subsidiaries. Nothing in the job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Other duties as assigned.

Job Description DCI Donor Services (DCIDS) is looking for a dynamic and enthusiastic team member to join us to save lives!! Our mission at DCIDS is to save lives through organ and tissue donation, and we want professionals on our team that will embrace this important work!! We are specifically wanting people to join our team as a Donor Specialist with expertise in communicating during difficult situations and building relationships with families. This position will serve as part of a team of passionate and driven individuals responsible for coordinating the gift of health and life through donation. Strong interpersonal skills and the ability to communicate effectively in both oral and written formats are a must. The Donor Specialist is responsible offering the gift of donation to potential donor families. COMPANY OVERVIEW AND MISSION For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities. DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank. Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobilizing the power of people and the potential of technology, we are honored to extend the reach of each donor's gift and share the importance of the gift of life. With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking. *This is not a fully remote position. This position is located in Nashville, TN. This position will be assigned on a rotating 12-hour schedule assigned to the night shift (6:00pm - 6:00am). This position will require training during day shift. Key responsibilities this position will perform include: Effectively captures medical information accurately and completely into donor management software. Facilitates the donation process through coordination and communication with donor families and medical personnel. Supports families of potential donors and communicates the opportunity for the gift of donation to families who have recently lost a loved one using empathy and care. Performs other related duties as assigned. The ideal candidate will have: A minimum of a two-year degree in a health-related field, nursing or paramedic/EMT certification 1+ years in a health-care related position including use of medical terminology. CTBS, RN, or LPN desired. Working knowledge of computers and Microsoft Office applications. Ability to exercise independent judgement and multitask. Exceptional teamwork, communication, and conflict management skills. Demonstrated excellence in intrapersonal skills along with strong attention to detail and organizational skills. We offer a competitive compensation package including: Up to 184 hours of PTO your first year Up to 72 hours of Sick Time your first year Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage 403(b) plan with matching contribution Company provided term life, AD&D, and long-term disability insurance Wellness Program Supplemental insurance benefits such as accident coverage and short-term disability Discounts on home/auto/renter/pet insurance Cell phone discounts through Verizon **New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination.** You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 48 hours from submission of your application to be considered for the position. DCIDS is an EOE/AA employer - M/F/Vet/Disability.

EnableComp provides Specialty Revenue Cycle Management solutions for healthcare organizations, leveraging over 24 years of industry-leading expertise and its unified E360 RCM ™ intelligent automation platform to improve financial sustainability for hospitals, health systems, and ambulatory surgery centers (ASCs) nationwide. Powered by proprietary algorithms, iterative intelligence from 10M+ processed claims, and expert human-in-the-loop integration, EnableComp provides solutions across the revenue lifecycle for Veterans Administration, Workers' Compensation, Motor Vehicle Accidents, and Out-of-State Medicaid claims as well as denials for all payer classes. By partnering with clients to supercharge the reimbursement process, EnableComp removes the burden of payment from patients and provider organizations while enabling accelerated cash, higher and more accurate yield, clean AR management, reduced denials, and data-rich performance management. EnableComp is a multi-year recipient the Top Workplaces award and was recognized as Black Book's #1 Specialty Revenue Cycle Management Solution provider in 2024 and is among the top one percent of companies to make the Inc. 5000 list of the fastest-growing private companies in the United States for the last eleven years. Position Summary The Document Processing Specialist performs all activities involved in the preparation, printing, handling, scanning and retrieval of medical records and documents from various systems for the timely filing or re-adjudication of medical claims by the Revenue Specialist teams and Account Management. The Document Processing Specialist also helps support sending out and receiving company mail as it pertains to medical claims. This position is responsible for handling patient health information (PHI) and maintaining extreme privacy and security as it relates to confidential and proprietary information. Key Responsibilities Assist with document retrieval process for including but not limited to implant invoices, UB-04 documents, Explanations of Benefits, medical record components. Scan and upload documents received from client. Manual reporting to clients for records requested and received in support of recovery team. Manual updating of information in electronic HIS systems to support production processes and Account Management teams. Manual review and reconciliation of ATB reports to locate accounts missing between both systems used to generate bills to EC. Locate, acquire, and store medical records from within client system. Assist in efficiently moving work through the department. Record returned mail in medical billing system for record purposes and to notify sender Assist and cooperate with other departments. Use several systems to perform accurate and timely data entry. File and handle confidential documentation and patient health information (PHI). Print, coalate and mail outbound correspondence. Collaborate with Administrative and Operations Support teams on outbound and inbound mail relating to client and patient information. Open, sort and scan inbound mail for timely distribution to correct recipients. Other duties as required. Requirements and Qualifications High School Diploma or equivalent. 1 year of document control experience desired. Experience with electronic document management in a healthcare setting desired. Equivalent combination of education and experience will be considered. Ability to occasionally lift up to 50 pounds while mailing out claims. Ability to walk to and from all designated collection areas to collect mail and carry or transport on a cart back to desk to be processed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Special Considerations and Prerequisites Regular and predictable attendance. Ability to handle large volumes of work while paying close attention to detail. Ability to work in a fast-paced environment. Demonstrated experience in working under limited supervision, manage multiple tasks and prioritize assignments with limited time constraints. Effectively communicate issues/problems and results that impact timelines for project completion. Ability to interact professionally at multiple levels within a client-oriented organization. Must have strong computer proficiency and understand how to use basic office applications, including MS Office (Word, Excel, and Outlook). General office environment; must be able to sit and/or stand for long periods of time. EnableComp is an Equal Opportunity Employer M/F/D/V. All applicants will be considered for this position based upon experience and knowledge, without regard to race, color, religion, national origin, sexual orientation, ancestry, marital, disabled or veteran status. We are committed to creating and maintaining a workforce environment that is free from any form of discrimination or harassment. EnableComp recruits, develops and retains the industry's top talent. As the employer of choice in the complex claims industry, EnableComp takes pride in our continuous commitment to building and maintaining a culture centered around fostering the professional growth and development of our people. We believe that investing in our employees is the key to our success, and we are dedicated to providing them with the tools, resources, and support they need to thrive and grow their career here. At EnableComp, we are committed to living up to our core values each and every day, and we believe that this commitment is what sets us apart from other companies. If you are looking for a company that values its employees and is dedicated to helping them achieve their full potential, then EnableComp is the place for you. Don't just take our word for it! Hear what our people are saying: “I love my job because everyone shares the same vision and is determined and dedicated. People care about you as a person and your professional growth. There is a genuine spirit of cooperation and shared goals all revolving around helping each other.” - Revenue Specialist “I enjoy working for EnableComp because of the Core Values we believe in. EnableComp stands true to these values from empowering employees to ecstatic clients. This company is family oriented and flexible, along with understanding the balance of work, life, and fun.” - Supervisor, Operations

Job Description FBT Gibbons is currently searching for a full-time E-Billing Specialist to join our firm. This position will play a crucial role in managing the e-billing process, ensuring accurate and timely submission of invoices, and resolving any issues that arise. Key Responsibilities: Collaborate with billing assistants, attorneys, LPAs, and clients for e-billing setup, rate management and accrual submissions. Enforce client e-billing guidelines by proactively setting up rules and constraints within financial software used by the firm. Utilize FBT Gibbons software solutions to address and correct rates and other e-billing issues before invoices reach the prebill stage. Work with FBT Gibbons software solutions to create and submit e-billed invoices via BillBlast, or manually with Ledes files directly onto vendor e-billing sites. Collaborate with billing assistants to ensure successful resolution of all e-billing submissions. Track, report, and provide deduction reports to attorneys on all appeal items for assigned attorneys and or billing assistants and work through appeal submissions of same. Follow up promptly on rejected or pending e-bills to ensure timely resolution. Create and revise basic spreadsheet reports. Track all e-billing efforts in ARCS, exporting email communication and critical information on history of e-billing submissions through resolutions. Coordinate with the Rate Management Specialist to update rates for e-billed clients. Assist with e-billing email group and profile emails in e-billing software as needed. Assist with other special e-billing requests. Conduct daily review of Intapp forms to ensure proper setup in Aderant, including invoicing requirements, rates, special billing requirements, and approval processes. Qualifications: College degree or commensurate experience with high school diploma. 3+ years of billing experience. Legal billing experience strongly preferred. Interpersonal skills necessary to maintain effective relationships with attorneys and business professionals via telephone, email or in person to provide information with ordinary courtesy and tact. Must have attention to detail with an eye for accuracy. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Knowledge of Aderant Software a plus. Proficiency in Microsoft Office products such as Word, Excel, Outlook. FBT Gibbons offers a competitive salary and a comprehensive benefits package including medical (HSA with employer contribution or PPO options), dental, vision, life, short- and long-term disability, various parental leaves, well-being/EAP, sick and vacation time as well as a generous 401k retirement package (with matching and profit-sharing benefits). In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. FBT Gibbons is fully committed to equality of opportunity in all aspects of employment. It is the policy of FBT Gibbons to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.

The primary function of the Trust Client Specialist is to provide general and clerical administrative support to an individual, or small group of individuals, relieving them of clerical, administrative, and business detail. This particular job is in the Trust Division where the individual will assist Trust Officers in the administration and management of trust and estate accounts, prepares and reviews management reports; maintains records; coordinates information with various departments; interfaces with clients, staff and management; meets standards for Trust Division quality goals. Specific Duties included: Daily and weekly cash movement between Trust and DDA's for clients Research and Notify appropriate parties of Class Actions Coordinating directed trades (purchase and sells) with Trust Portfolio Manager. Special Situation Assets, maintain working list, obtain statements, balance, and provide updated information to TSS for posting and maintenance Coordinate Bank Services for Trust clients as their need may dictate. This may involve working with other areas of the bank in an effort to maintain an operational consistency between the clients trust services and his/her other banking needs. Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties with other areas of the bank. Distribution of funds by check, wire, or by direct deposit into checking and investment accounts at other institution upon direction of the client and/or administrative officer's request Initiate entries to pay bills for Trust clients Communicating with Trust Administrator regarding liquidity needs for living expenses, gifting purposes, and tax purpose Setting up quarterly, annual, and monthly distributions for clients and assuring that these transactions are accurate and completed in a timely manner. This will involve setting up regular payments on the trust system. These payments are usually done via check or direct deposit into the clients checking or investment account at another institution Follow procedures for opening and closing Trust Accounts Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets) Setting up statements on the trust system, which will enable clients to receive account information on monthly, quarterly, bi annual or annual basis Preparing court accountings and other documents in a timely manner Make sure that client records are correct on the system and that new information is added to and maintained correctly in the vault on file Assist the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in Compliance Services and serving in a backup role in the absence of the Trust Officer Education and/or Work Experience Requirements: Ability to operate a PC Proficiency in Microsoft Office applications (Word and Excel) a must Preferred Trust/Securities and processing experience Must be highly detailed oriented Must be able to prioritize, manage time, finish projects timely, and complete daily tasks with little or limited supervision Must have good oral & written skills and ability to communicate well with clients & co-workers The ability to work as a team member Must be highly service oriented Hours: MONDAY - FRIDAY 8AM - 5PM About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

**Remote Hours: Monday - Friday, 7:00 AM - 3:30 PM PST (or based on business need)** **_What Accounts Receivable Specialist II contributes to Cardinal Health_** Account Receivable Specialist II is responsible for verifying patient insurance and benefits, preparing and submitting claims to payers, correcting rejected claims, following up on unpaid and denied claims, posting payments, managing accounts receivable, assisting patients with payment plans, and maintaining accurate and confidential patient records in compliance with regulations like HIPAA. + Demonstrates knowledge of financial processes, systems, controls, and work streams. + Demonstrates experience working collaboratively in a finance environment coupled with strong internal controls. + Possesses understanding of service level goals and objectives when providing customer support. + Demonstrates ability to respond to non-standard requests from vendors and customers. + Possesses strong organizational skills and prioritizes getting the right things done. **_Responsibilities_** + Submitting medical documentation/billing data to insurance providers + Researching and appealing denied and rejected claims + Preparing, reviewing, and transmitting claims using billing software including electronic and paper claim processing + Following up on unpaid claims within standard billing cycle time frame + Calling insurance companies regarding any discrepancy in payment if necessary + Reviewing insurance payments for accuracy and completeness **_Qualifications_** + HS, GED, bachelor's degree in business related field preferred, or equivalent work experience preferred + 2 + years' experience as a Medical Biller or within Revenue Cycle Management preferred + Strong knowledge of Microsoft Excel + Ability to work independently and collaboratively within team environment + Able to multi-task and meet tight deadlines + Excellent problem-solving skills + Strong communication skills + Familiarity with ICD-10 coding + Competent with computer systems, software and 10 key calculators + Knowledge of medical terminology **_What is expected of you and others at this level_** + Applies basic concepts, principles, and technical capabilities to perform routine tasks + Works on projects of limited scope and complexity + Follows established procedures to resolve readily identifiable technical problems + Works under direct supervision and receives detailed instructions + Develops competence by performing structured work assignments **Anticipated hourly range:** $22.30 per hour - $32 per hour **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 10/5/2025 *if interested in opportunity, please submit application as soon as possible. The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Accounts Receivable SpecialistCompany: Demand Mechanical Reports To: Service Operations Manager Classification: Full-Time, Salary Position OverviewThe Accounts Receivable Specialist is responsible for managing the entire cash cycle of the company, from accurate invoice generation and delivery through collection and cash application. This position is vital to maintaining the financial health of the organization and requires strong attention to detail, proficiency in accounting software, and exceptional customer service skills for handling client billing inquiries. Key ResponsibilitiesInvoicing and Billing Generation: Prepare and issue accurate invoices, including complex pay applications, progress billings, T&M (Time and Materials) invoices, and service contract renewals based on company terms and contract specifications. Documentation: Ensure all necessary supporting documentation (e.g., lien waivers, certified payroll, insurance certificates) is included with monthly billings to facilitate timely payment. Delivery: Distribute invoices to clients via mail, email, or client-specific online portals (e.g., Textura, AvidXchange). Cash Application and Reconciliation Receipts: Record and apply daily customer payments (checks, ACH, wires) accurately to the corresponding customer accounts and invoices within the accounting system. Reconciliation: Perform daily and monthly reconciliation of the AR ledger to the general ledger, investigating and resolving any discrepancies. Reporting: Generate and maintain detailed weekly aging reports and cash flow forecasts for management review. Collections and Follow-Up Monitoring: Proactively monitor the Accounts Receivable aging report and prioritize collection activities for past-due accounts. Communication: Contact customers regarding overdue payments via phone and email while maintaining positive client relationships. Dispute Resolution: Work collaboratively with Project Managers and Service Managers to quickly resolve billing disputes, ensuring accurate final payment. Requirements Required Qualifications Experience: Minimum of 3 years of dedicated Accounts Receivable experience, preferably within the construction, engineering, or mechanical contracting industry. Technical Skills: Proven proficiency with accounting software (e.g., [Specify Software, e.g., QuickBooks Enterprise, Viewpoint, Sage 300]) and Microsoft Excel (including pivot tables and formulas). Communication: Excellent verbal and written communication skills with a professional demeanor suitable for client interaction. Financial Acumen: Basic understanding of construction accounting principles, including retainage, lien waivers, and progress billing.

Job DescriptionAccounts Receivable Specialist A well established manufacturing company here in Nashville is hiring an AR Specialist to join their team. This person will be working closely with external parties and will be dealing with high volume AR. General Description Answers processing questions by fellow staff such as problems with orders, returns, refunds, and payments. Answers processing questions by Office Professionals such as method of keying account adjustments and handling unusual order situations. Enters corrections to sales reports Resolve keying errors affecting customer balances. Research, prepare, and key unit adjustments throughout the month as well as at month end Complete weekly unit reports upon weekly close and after the month-end close. Coordinates with General Ledger at month end; this includes Keying Journal entries for General ledger at month end. Performs other related duties as required, or assigned. Required Knowledge, Skills & Abilities Working knowledge of Account Receivable Ability to identify and resolve accounting discrepancies Ability to effectively research records and documents to resolve issues Ability to communicate effectively orally and in writing Work Experience / Education Requirements Requires knowledge, skill, and mental development equivalent to the completion of High School and 2 years office experience, 6 months experience in accounting or A/R

is not remote. Critical features of this job are described under the headings below. They may be subject to change due to changes in our business processes or other business-related reasons. Completes activities relating to the collection of mortgage amounts due and borrower account administration. This work requires direct contact with the public, the exercise of good judgment and the application of Tennessee Housing Development Agency (THDA) policies and procedures as they relate to the application of payments, collection of amounts past due, loss mitigation, borrower counseling and other general customer service inquiries. ESSENTIAL DUTIES AND RESPONSIBILITIES Essential duties and responsibilities include the following. Other duties may be assigned. * Makes outgoing calls to customers to attempt to assess reasons for default and make satisfactory arrangements to bring accounts back into a current standing. * Answers incoming phone calls and responds to customer requests for information on their accounts. * Sets active follow up arrangements on accounts, records notes and financial data. * Provides primary phone support through the Loan Servicing call center including incoming and outgoing follow up communications. * Follows insurer guidelines for delinquent account management and collects documentation to support account activity. * Provides assistance with borrower counseling, loss mitigation and foreclosure avoidance. * Provides assistance with mailing letters, forms or other customer contacts. * Assists customers with web site functionality, password resets, and other requests for account data. * Maintains and files electronic information to customer accounts with proper noting and documentation. * Assists with error resolution and customer complaint tracking. * Provides back up for other Loan Servicing functions. MINIMUM QUALIFICATIONS The requirements listed below are representative of the knowledge, skills, and/or abilities required. Education and Experience: * High school diploma or GED. * Collections experience, with mortgage collections experience preferred. * Telephone customer service experience. * Successful completion of Mortgage Bankers Association "Basics of Mortgage Servicing" course preferred. The above qualifications express the minimum standards of education and/or experience for this position. Other combinations of education and experience, if evaluated as equivalent, may be taken into consideration. Knowledge, Skills, Abilities, and Competencies: * Excellent customer service skills. * Excellent telephone etiquette. * Excellent verbal and written communication skills. * Ability to accurately enter data into electronic systems. * Strong interpersonal skills. * Builds and maintains positive relationships with internal and external constituents. * Ability to work effectively as part of a team. * Ability to plan and organize a large workload. * Maintains high level of confidentiality. * Strong organizational and time management skills; uses time effectively; consistently meets deadlines. * Documents regularly, thoroughly, accurately, and completely with a high level of detail. * Ability to read, follow and interpret instructions, regulations and policies. * Exercises good and consistently fair judgment, courtesy, and tact in dealing with the staff and public in giving and obtaining information. * Computer literate; proficient in Microsoft Word, Excel, Outlook, and the internet; able to effectively adapt to and use other computer systems as needed for daily activities. Special Demands: The special demands described here are representative of those that must be met by a staff member to successfully perform the essential functions of this job. The ability to use a phone headset for long periods of time. * While performing the duties of this job, the employee is regularly required to sit; stand; use hands to finger, handle or feel; and talk and hear. * The employee is occasionally required to walk; reach with hands and arms, and stoop, kneel, or crouch. * Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.

Elevate your career with a 2020 INC 500 company offering a competitive salary + 401k match + health benefits + extra paid time off, and more! Wesley Financial Group is hiring for the Customer Account Resolution Specialist position at a starting salary of $50k + additional earning incentives. ...you're likely asking yourself, "What in the world is a Resolution Specialist?!" Wesley Financial Group is the leading name in helping timeshare owners get out from under their timeshares. In the 12+ years we've been in business, we've created a tidal wave of excitement from timeshare owners needing help, and we're looking for a new trusted Resolution Specialist to help the families we serve! What is a Resolution Specialist? The Resolution Specialist position works with our clients to assist them in canceling their timeshare. The focus of this role is to ensure best-in-class customer experience for all of the clients you work with while providing strategic guidance throughout the dispute timeline. Don't have experience canceling timeshares? We don't expect you to. The ideal candidate for this role is extremely organized, highly motivated, optimistic, flexible, patient, a team player and has strong problem solving expertise. The hours for this role are Monday - Thursday, 9am - 5pm and Friday, 9am - 3pm. Fridays are earned work-from-home days. New Employees Receive: A MacBook for your work tasks, which means you'll enjoy a seamless and efficient work experience, aiming to reduce your stress associated with technical issues. A weekly pay schedule to ensure you have a reliable, steady income, which means you can confidently manage your personal budget and financial obligations. A 401k program that includes a company match, which means your retirement savings get a significant boost, helping you achieve your long-term financial goals quicker. An employer-funded Health Savings Account (HSA) along with comprehensive Medical, Dental, and Vision Insurance, which means both your immediate and future healthcare needs are covered, reducing your financial stress related to health. 9 paid holidays, which means more time to recharge and be with loved ones, enhancing your overall job satisfaction and work-life balance. Access to our office's health and wellness facilities such as the fitness center and natural courtyard, which means you can easily incorporate fitness and relaxation into your workday, promoting a healthier, more balanced lifestyle. A unique culture featuring food trucks, lounge areas, and (occasional) foosball tournaments, which means a vibrant and collaborative work atmosphere, providing an opportunity for you to build meaningful relationships and have fun while working. Continuous coaching from industry professionals, which means you're set up for career advancement and personal growth, keeping you competitive in your chosen field. Wesley Financial Group proudly promotes from within the organization. This practice is one factor that has led to a culture we are proud of. Requirements: Ability to be flexible and adaptable Strong organizational skills and attention to detail Ability to utilize strong problem solving skills to address client needs/challenges Outcome-oriented/Results-focused Ability to work hard and efficiently, jumping in and helping wherever necessary. Ability to hold yourself accountable for doing what's right, even when nobody's watching 2+ years of providing impeccable customer service and account management Energized by change, and adaptable to an ever-changing industry Must live within 60 miles of Franklin, TN - this is an IN-OFFICE role in our Franklin, TN office Responsibilities Actively work with and advocate for clients, setting clear expectations throughout the timeshare termination process Ensure clients have a full understanding of each step/action throughout their dispute Draft strategic, client-specific action steps throughout the dispute with the goal of moving the client towards timeshare ownership termination Respond to all client communication within set department standards for response times Address all comments from clients submitted through the feedback form within 24 hours and provide an update through chatter thread Must maintain accurate and up to date client records in Salesforce Must maintain professional and consistent communication with your clients through email, mail, and phone correspondence Create positive team environment centered around accountability, efficiency, idea sharing, and a "we can always be better" mindset Be the leader for industry updates, trends, and general knowledge. Preferred Experience Salesforce Customer Service Google Suite/Microsoft Office Why Wesley? Wesley Financial Group, LLC has been in business for over 10 years. We are a 200+ employee company with a platinum rating through Dun & Bradstreet and were ranked on INC 500 in 2020 as the 203rd fastest-growing privately held company in the U.S. We've won over 75 business awards since 2020, including: 2024 - Great Place to Work Certified 2023 Great Place To Work Certified 2023 Business Intelligence Group - Excellence in Sales & Marketing 2022 Inc. 5000 Fastest Growing Company 2021 Gold Stevie Award - Fastest Growing Company 2021 Fortune Magazine - Best Workplaces for Women 2021 Nashville Business Journal - Best Places to Work 2021 CEO Views - Top 50 Best Companies of the Year 2020-21 Inc. 500 Fastest Growing Company 2020 Fortune Magazine - Best Places Workplaces Millennials 2020 Business Intelligence Group - Best Places to Work Aside from business accolades, Wesley Financial Group is strongly dedicated to giving back to the community. Through donations and volunteer work, we always strive to help others whether through our services or through our charitable work. Additional PERKS for being a Wesley Employee: Leadership training and advancement opportunities Robust employee recognition programs Ability to participate in company-wide community outreach programs Fun engaging company-wide events and activities Outstanding work/life balance Spirited and passionate team environment with members who display core values of teamwork and integrity 9 Paid Holidays + 2 Floating Holidays Relaxation on-demand with our in-office massage chairs-because we know how important it is to take a break and recharge Please remember to check both your inbox and spam folders for all application and interview-related communications after you apply. Wesley is an Equal Opportunity Employer. We verify employment eligibility for all new hires using E-Verify. Monday - Thursday, 9am - 5pm and Friday, 9am - 3pm. Fridays are earned work-from-home days. Compensation details: 50000-50000 Yearly Salary PIc**********8-37***********5

The primary function of the Trust Client Specialist is to provide general and clerical administrative support to an individual, or small group of individuals, relieving them of clerical, administrative, and business detail. This particular job is in the Trust Division where the individual will assist Trust Officers in the administration and management of trust and estate accounts, prepares and reviews management reports; maintains records; coordinates information with various departments; interfaces with clients, staff and management; meets standards for Trust Division quality goals. **Specific Duties included:** + Daily and weekly cash movement between Trust and DDA's for clients + Research and Notify appropriate parties of Class Actions + Coordinating directed trades (purchase and sells) with Trust Portfolio Manager. + Special Situation Assets, maintain working list, obtain statements, balance, and provide updated information to TSS for posting and maintenance + Coordinate Bank Services for Trust clients as their need may dictate. This may involve working with other areas of the bank in an effort to maintain an operational consistency between the clients trust services and his/her other banking needs. + Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties with other areas of the bank. + Distribution of funds by check, wire, or by direct deposit into checking and investment accounts at other institution upon direction of the client and/or administrative officer's request + Initiate entries to pay bills for Trust clients + Communicating with Trust Administrator regarding liquidity needs for living expenses, gifting purposes, and tax purpose + Setting up quarterly, annual, and monthly distributions for clients and assuring that these transactions are accurate and completed in a timely manner. This will involve setting up regular payments on the trust system. These payments are usually done via check or direct deposit into the clients checking or investment account at another institution + Follow procedures for opening and closing Trust Accounts + Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets) + Setting up statements on the trust system, which will enable clients to receive account information on monthly, quarterly, bi annual or annual basis + Preparing court accountings and other documents in a timely manner + Make sure that client records are correct on the system and that new information is added to and maintained correctly in the vault on file + Assist the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in Compliance Services and serving in a backup role in the absence of the Trust Officer **Education and/or Work Experience Requirements:** + Ability to operate a PC + Proficiency in Microsoft Office applications (Word and Excel) a must + Preferred Trust/Securities and processing experience + Must be highly detailed oriented + Must be able to prioritize, manage time, finish projects timely, and complete daily tasks with little or limited supervision + Must have good oral & written skills and ability to communicate well with clients & co-workers + The ability to work as a team member + Must be highly service oriented + Hours: MONDAY - FRIDAY 8AM - 5PM **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook X formerly Twitter LinkedIn Instagram YouTube Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.