Client Accounting Services Specialist Job at Bartlett, Pringle & Wolf, LLP (Santa Barbara)

Client Accounting Services Specialist

We are seeking a self-motivated, reliable, detail-oriented individual with a str...

Location

United States , Santa Barbara

Salary:

Not provided

Bartlett, Pringle & Wolf, LLP

Expiration Date

Until further notice

Requirements

Minimum of 5 years of accounting experience
Working experience with QuickBooks Online or similar accounting software
Bachelor’s degree in accounting or business administration with an emphasis in accounting strongly preferred
Enjoy working in a team environment
Desire to continue learning
Ability to interact with a variety of clients in a professional and courteous manner
Possess strong communication skills
Ability to prioritize workload to meet important deadlines

Job Responsibility

Maintain accounts receivables and payables
Record and reconcile inventory, revenue, expenses, and fixed asset activities
Ensure accurate and timely preparation of monthly financial statements and cash flow statements
Prepare payroll, payroll tax returns, and sales tax returns
Prepare Forms 1096/1099 and Forms W-2/W-3
Investigate and correct errors and inconsistencies in financial entries
Analyze, develop, and implement improvements or recommendations for clients
Manage electronic files, documents, and schedules

What we offer

Health insurance benefits
401(k) Plan
Flexible Benefit Plan
Profit-sharing
Bonus opportunities
Flexibility with work schedules

Fulltime

Client Specialist, Cloud Service Providers

This role has been designated as ‘Remote/Teleworker’, which means you will prima...

Location

United States , West Coast or Texas

Salary:

189500.00 - 445500.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

University or Bachelor’s Degree preferred, or equivalent experience
Engineering or technology education, advanced degree or MBA desired
Typically 6-10+ years account management experience
Experience in IT industry preferred
Experience working within an IT department and/or working within customers is a plus
Experience in vertical industry preferred
Experience in different sales roles is a plus

Job Responsibility

Manages one or several larger accounts or acts as the account lead for a substantial part of a top account
Understands the customer’s IT and business objectives, priorities, requirements and challenges, and adds value by implementing HPE’s strategy
Drives business performance for all HPE BUs and manages the portfolio mix to optimize profitability of the account
Accountable for pipeline building
accountable for and supportive in deal closing and orchestrating the deal team
Builds and develops relevant customer relationship networks with key influencers and decision makers in IT and business
Develops and engages with the extended partner ecosystem to maximize HPE’s presence in the account
Constantly develops information technology industry knowledge to position HPE’s portfolio in the account
Orchestrates, engages, guides and provides feedback to the extended account team members
Acts as customer’s advocate inside HPE

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Service Assurance Center Accounts Specialist

Allied Universal’s SAC operates 24 hours per day, 365 days per year, and is a cr...

Location

United States , White Plains

Salary:

22.00 USD / Hour

Allied Universal®

Expiration Date

Until further notice

Requirements

High School diploma or equivalent
Minimum of one (1) year of prior customer service experience
Ability to navigate a web-based system and type while assisting callers
Experience working in a team environment as well as independently
Ability to multi-task in a fast-paced environment, while showcasing strong attention-to-detail
Strong verbal and written communication skills with an emphasis on providing excellent customer service over the phone
Highly motivated self-starter

Job Responsibility

Monitor and adjust schedules in real time by identifying unscheduled or missed shifts, ensuring site management is notified, and updating records to reflect actual service hours
Create and maintain accurate attendance exception records, collaborating with local branches and clients to resolve scheduling issues promptly
Monitor and respond to safety check calls and emergency situations by contacting appropriate personnel and documenting with incident reports
Train/retrain officers on call-in procedures
Provide feedback to account managers, by way of notes or e-mails, on anything that needs to be corrected with their accounts, employees, or site schedules
Use the Guard Management Platform (GMP) to ensure requests are replied to and closed out properly for proper invoicing
Receive calls from Allied Universal employees and transfer calls to appropriate personnel
Create and distribute after-action reports directly to the client

What we offer

Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.

Fulltime

Accounting Specialist

The Accounting Specialist is responsible for specific administrative functions r...

Location

United States , San Antonio

Salary:

Not provided

K Harvey Brand Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting and a minimum of two years related experience
Full working knowledge of financial statements with the ability to prepare and analyze a balance sheet and profit and loss statement
Detail oriented with the ability to solve practical problems and interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Good interpersonal communications skills and interactions with other department personnel as well as management
Advanced knowledge of Microsoft Office Suite applications (Excel, Word, Etc.)

Job Responsibility

Inputs all vendor invoices, expense reports, etc. to accurately bill jobs
Maintains physical and electronic vendor files
Maintains accounts payable summary
Issues checks for supplier invoices and other company-related expenses
Establishes and maintains goodwill and strong working relationships with production and media vendors and suppliers
Investigates all problem vendor inquiries
Receives all cash and checks and makes bank deposits
Manages client billing, both media and production, ensuring invoices are sent timely and correctly
Works collaboratively with the Media department to reconcile media buys and payments to vendors
Develops a working relationship with client finance departments to facilitate accounts receivable collections

Fulltime

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

Client Onboarding Project Specialist

The Client Onboarding Project specialist will play a key role in driving process...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent experience in Business, Finance, Project Management, or a related field
Strong project management and coordination skills, including experience with project plans, stakeholder tracking, and status reporting
3+ years of experience in client onboarding, account maintenance, or operations within financial services (Wealth management or corporate banking preferred)
Exposure to project methodologies (Agile, PM/ PRINCE 2 certification or similar) is required
Proficiency with MS Office (Excel, PowerPoint, Project, or equivalent tools)
Excellent communication, organization, and analytical skills
Demonstrated ability to challenge existing processes constructively and support continuous improvement
Strong risk and control awareness, ensuring adherence to internal policies and regulatory standards
English fluency (written and spoken) required

Job Responsibility

Support the delivery of Client transformation initiatives, including process redesign, automation, and operational efficiency projects
Manage project tasks, track milestones, and maintain documentation (plans, benefit logs, misregisters, etc)
Act as the Business Activity Owner for Suppliers /Vendors which may fall under the Scope of the Team
Collaborate with cross-functional teams (Onboarding, Account Maintenance, Technology, compliance, Risk & Business) to implement process and system enhancements
Provide subject matter expertise in client onboarding processes, documentation requirements, and system flows to ensure operational feasibility of proposed changes
Participate in defining and documenting new procedures, user stories, and training material to support adoption of new processes or tools
Support the monitoring of project performance metrics such as cycle time, good-order submissions, and rework rates
Identify and escalate potential risks or issues, ensuring proactive follow-up and timely resolution
Facilitate working groups or feedback sessions with bankers, associate bankers, and operations teams to identify improvement opportunities
Contribute to building a culture of ownership and accountability, ensuring changes are embedded and sustainable

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

Southeast Data Services and Storage Specialist

Storage Specialists are solution experts that are responsible for leading storag...

Location

United States , Florida

Salary:

189500.00 - 445500.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

University or Bachelor's degree
4+ years of Storage specific experience preferred
Prior selling experience includes multiple, diverse set of selling responsibilities
Viewed as expert in given field by company and customer
6+ years of sales experience
New account hunting preferred

Job Responsibility

Uses speciality expertise to develop long term sales pipeline to increase the company's market share in the storage vertical
Provide support to the Account managers
Acquire and expand customer base
May act as a dedicated resource to a few strategic accounts
Establish a consultative relationship with the client, including the C- level by developing a core understanding of the unique business needs of the client within their industry
Maintains broad market and competitor knowledge to ensure credibility with Customer Executives
Expected to develop a comprehensive knowledge and understanding of the entire HPE- Storage solutions portfolio, including but not limited to hardware, software and services

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Southeast Data Services and Storage Specialist

Storage Specialists are solution experts that are responsible for leading storag...

Location

United States , All

Salary:

189500.00 - 445500.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

University or Bachelor's degree
4+ years of Storage specific experience preferred
Prior selling experience includes multiple, diverse set of selling responsibilities
Viewed as expert in given field by company and customer
6+ years of sales experience
New account hunting preferred

Job Responsibility

Uses speciality expertise to develop long term sales pipeline to increase the company's market share in the storage vertical
Provide support to the Account managers
Acquire and expand customer base
May act as a dedicated resource to a few strategic accounts
Establish a consultative relationship with the client, including the C- level by developing a core understanding of the unique business needs of the client within their industry
Maintains broad market and competitor knowledge to ensure credibility with Customer Executives
Expected to develop a comprehensive knowledge and understanding of the entire HPE- Storage solutions portfolio, including but not limited to hardware, software and services

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

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Client Accounting Services Specialist

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