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Become A New Accounts Specialist

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Working As A New Accounts Specialist

  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Documenting/Recording Information
  • Organizing, Planning, and Prioritizing Work
  • Mostly Sitting

  • Repetitive

  • $42,000

    Average Salary

What Does A New Accounts Specialist Do At E*Trade Financial

* To open new account applications for bank and brokerage process stock plan activation requests create replacement of compromised accounts update newly opened brokerage accounts with missing information determine validity of related supporting documents verify client's information on credit bureaus research status of pending application identify, document, and resolve exceptions and communicate with internal departments such as Customer Service, Fraud, Principal Review, and Compliance.
* Review paper and electronic applications to determine good order
* Manually enter applications as needed with speed and accuracy
* Quickly respond to related Operations and Customer Service inquiries
* Work with various lines of business to identify fraudulent or high risk new accounts
* Process all work on a daily basis to maintain excellent service level
* Identify and document process and system enhancements for productivity, quality and efficiency

What Does A New Accounts Specialist Do At Karl Storz Endoscopy America, Inc.

* Key responsibilities will include, but may not be limited to:
* Face-to-face customer support, including OR, SPD and Biomed
* Daily maintenance and management of KARL STORZ products
* Maintain the instrument sets so that they are always in good working order and ready for use; keep repairs and replacement equipment expenses within a predetermined budget for the account; preventative maintenance on all KARL STORZ devices;
* Trouble shoot video and instrument issues in the O
* R.; inspection of the instruments and documentation of their functionality
* Training and education for the OR and supporting departments
* Designing process improvements to improve efficiencies and reduce repair costs.
* Tasks will vary depending on the agreement with the account and will generally include:
* Video tower / system set-up and support,
* Inspection, repair, troubleshooting and replacement of KARL STORZ devices
* Monitoring, reporting and facilitating repair/ exchange transactions.
* In some accounts the tasks will also include:
* Transporting, cleaning/sterilization and packaging of instruments after use

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How To Become A New Accounts Specialist

Most bookkeeping, accounting, and auditing clerks need some postsecondary education and also learn some of their skills on the job. They must have basic math and computer skills, including knowledge of spreadsheets and bookkeeping software.


Employers generally require bookkeeping, accounting, and auditing clerks to have some postsecondary education, particularly coursework in accounting. However, some candidates can be hired with just a high school diploma.


Bookkeeping, accounting, and auditing clerks usually get on-the-job training. Under the guidance of a supervisor or another experienced employee, new clerks learn how to do their tasks, including double-entry bookkeeping. In double-entry bookkeeping, each transaction is entered twice, once as a debit (cost) and once as a credit (income), to ensure that all accounts are balanced.

Some formal classroom training also may be necessary, such as training in specialized computer software. This on-the-job training typically takes around 6 months.

Licenses, Certifications, and Registrations

Some bookkeeping, accounting, and auditing clerks become certified. For those who do not have postsecondary education, certification is a particularly useful way to gain expertise in the field. The Certified Bookkeeper (CB) designation, awarded by the American Institute of Professional Bookkeepers, shows that those who have earned it have the skills and knowledge needed to carry out all bookkeeping tasks, including overseeing payroll and balancing accounts, according to accepted accounting procedures.

For certification, candidates must have at least 2 years of full-time bookkeeping experience or equivalent part-time work, pass a four-part exam, and adhere to a code of ethics.

The National Association of Certified Public Bookkeepers also offers certification. The Uniform Bookkeeper Certification Examination is an online test with 50 multiple-choice questions. Test takers must answer 75 percent of the questions correctly to pass the exam.


With appropriate experience and education, some bookkeeping, accounting, and auditing clerks may become accountants or auditors.

Important Qualities

Computer skills. Bookkeeping, accounting, and auditing clerks need to be comfortable using computer spreadsheets and bookkeeping software.

Detail oriented. These clerks are responsible for producing accurate financial records. They must pay attention to detail in order to avoid making errors and recognize errors that others have made.

Integrity. Bookkeeping, accounting, and auditing clerks have control of an organization’s financial documentation, which they must use properly and keep confidential. It is vital that they keep records transparent and guard against misappropriating an organization’s funds.

Math skills. Bookkeeping, accounting, and auditing clerks deal with numbers daily and should be comfortable with basic arithmetic.

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New Accounts Specialist jobs

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New Accounts Specialist Career Paths

New Accounts Specialist
Human Resources Coordinator Specialist
Account Manager
5 Yearsyrs
Accounts Payable Clerk Accounts Receivable Specialist
Accounts Receivable Manager
6 Yearsyrs
Billing Specialist Specialist Account Manager
Area Manager
7 Yearsyrs
General Manager Security Officer Night Auditor
Assistant General Manager
5 Yearsyrs
Account Manager Account Executive Sales Manager
Branch Manager
6 Yearsyrs
Operations Specialist Project Manager Program Manager
Business Development Manager
9 Yearsyrs
Accounts Payable Clerk Billing Specialist Collector
Collections Manager
5 Yearsyrs
General Manager Finance Advisor Senior Loan Officer
Credit Manager
5 Yearsyrs
Account Executive Regional Sales Manager
Director Of Sales
10 Yearsyrs
Operations Specialist Operations Manager General Manager
District Manager
7 Yearsyrs
Account Executive Sales Manager
General Manager
7 Yearsyrs
Account Manager Sales Manager
Office Manager
5 Yearsyrs
Specialist Analyst Business Analyst
Product Manager
7 Yearsyrs
Human Resources Coordinator Program Manager General Manager
Regional Manager
8 Yearsyrs
Sales Manager Branch Manager Account Executive
Relationship Manager
6 Yearsyrs
Sales Manager General Manager Account Executive
Sales And Marketing Manager
6 Yearsyrs
Specialist Account Manager Account Executive
Sales Manager
5 Yearsyrs
Office Manager Account Manager
Senior Account Manager
7 Yearsyrs
Office Manager General Manager Account Executive
Territory Manager
7 Yearsyrs
Billing Specialist Analyst Assistant Vice President
Vice President And Manager
10 Yearsyrs
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New Accounts Specialist Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Portuguese

  • Italian

  • French

  • Bulgarian

  • Hindi

  • German

  • Armenian

  • Tagalog

  • Urdu

  • Arabic

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New Accounts Specialist

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New Accounts Specialist Education

New Accounts Specialist

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Top Skills for A New Accounts Specialist


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Top New Accounts Specialist Skills

  1. Outstanding Customer Service
  2. Financial Advisors
  3. Credit Card Sales
You can check out examples of real life uses of top skills on resumes here:
  • Received a high call volume/ability to provide outstanding customer service in attempt to resolve all matters.
  • Assist Client Associates and Financial Advisors with questions related to Merrill Lynch products, policies, and procedures.
  • Audit new account documentation for businesses that are opening deposit accounts to ensure accuracy and compliance with bank and government regulations.
  • Completed daily data entry of product pricing to ensure that funds would be traded accurately.
  • Presented treatment plan and financial arrangements

Top New Accounts Specialist Employers