We are looking for an experienced Accounts Receivable Coordinator to join our team in Greenville, South Carolina. This long-term contract position offers a hybrid schedule with a mix of remote and in-office work, providing flexibility while maintaining collaboration. The ideal candidate will play a key role in cash application processes, ensuring accurate and efficient handling of financial transactions and supporting both internal and external stakeholders.<br><br>Responsibilities:<br>• Process and manage daily cash receipts, including checks and remittances, ensuring proper coding and allocation to the appropriate accounts and cost centers.<br>• Collaborate with third-party providers and internal teams to support operations, resolve inquiries, and maintain smooth workflows.<br>• Assist with cash application processes for acquired companies, including documentation and training for external service providers.<br>• Maintain detailed daily logs of processed checks and remittance activities to ensure accurate record-keeping.<br>• Serve as a liaison between internal departments and external customers to address and resolve financial discrepancies.<br>• Utilize check scanning equipment and banking lockbox systems to streamline cash handling processes.<br>• Contribute to special projects as assigned, ensuring timely and efficient completion.<br>• Support the development and improvement of end-to-end cash application processes across the organization.
We are looking for a dedicated Financial Services Representative to join our team in Charlotte, North Carolina. This is a contract position requiring onsite work five days a week. The role includes opportunities for skill development through a company-sponsored training program, enabling candidates to earn Series 7 and Series 63 licenses.<br><br>Responsibilities:<br>• Participate actively in a structured online preparation program for Series 7 and Series 63 licensing exams, ensuring adherence to study schedules and comprehension of course material.<br>• Learn and apply company systems and procedures to educate clients and advisors on available services, enabling efficient self-service and resolving usability issues.<br>• Utilize available resources effectively to make informed decisions, ensure timely completion of tasks, and escalate concerns when necessary to improve customer satisfaction.<br>• Incorporate feedback from peers, coaches, and leaders to enhance processes, meet efficiency targets, and improve caller experiences.<br>• Address customer inquiries using various systems, providing accurate information and collaborating with internal partners to resolve outstanding issues.<br>• Process routine service requests and transactions accurately while maintaining a clear sense of accountability and ownership.<br>• Provide guidance on company policies, troubleshooting issues, and delivering solutions to improve client and advisor interactions.<br>• Collaborate with business partners to address customer needs, resolve issues, and enhance service delivery.<br>• Support skill development goals, including the attainment of Series 7 and Series 63 licenses, through disciplined study and training efforts.<br>• Maintain consistent communication with customers and stakeholders to ensure alignment and satisfaction.