We are looking for a dedicated Customer Success Specialist to join our team in Carlsbad, California. In this contract position, you will play a key role in ensuring our members have a seamless experience by addressing their inquiries and providing exceptional support. Your expertise in customer service and technology will be vital in resolving issues and maintaining accurate data.<br><br>Responsibilities:<br>• Develop a deep understanding of membership benefits, the organization’s dashboard, event attendees, and related activities.<br>• Respond promptly and effectively to member inquiries regarding event registration.<br>• Provide accurate and timely follow-up to resolve member questions or concerns.<br>• Ensure all data and information within the organization’s system are consistently updated and accurate.<br>• Offer on-site registration assistance during scheduled events.<br>• Diagnose and troubleshoot issues related to the organization's dashboard, resolving bugs and system errors.<br>• Report identified bugs to the technology team using the designated tracking tool and collaborate with developers to address concerns.
<p>Our client, a dynamic leader in the technology sector, is seeking an success driven and detail-oriented Account Specialist to join their team. This role is essential for managing client accounts and supporting operational efficiency in a fast-paced, innovative environment. </p><p><br></p><p>Key Responsibilities: </p><ul><li>Manage and maintain client account records, ensuring all information is accurate and up to date </li><li>Process invoices, payments, and assist with account reconciliations </li><li>Serve as a primary point of contact for clients, resolving inquiries and issues promptly </li><li>Collaborate with sales, finance, and operations teams to support client needs and business objectives </li><li>Assist with reporting, data analysis, and process improvement initiatives </li><li>Ensure compliance with company policies and industry regulations</li></ul>
<p>We are looking for an organized HOA Client Services Specialist to join our team in Escondido, California. In this role, you will play a vital part in ensuring client satisfaction and maintaining strong relationships by delivering outstanding service and support. This is a contract position, offering an excellent opportunity to contribute to our organization’s success while developing your skills in customer service and sales.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary point of contact for clients, addressing inquiries and resolving issues to ensure satisfaction and retention.</p><p>• Handle incoming client calls, balancing organizational policies with individual client needs.</p><p>• Assist clients with navigating the organization’s platform and provide basic technical support when needed.</p><p>• Accurately process client monetary requests, keeping risk management and compliance in mind.</p><p>• Complete client transactions and requests efficiently while adhering to established service level agreements.</p><p>• Perform account updates, maintenance, and corrections to ensure data accuracy.</p><p>• Investigate and resolve client disputes using sound judgment and knowledge of banking policies.</p><p>• Manage fraud intake requests and prioritize tasks to meet strict deadlines.</p><p>• Communicate findings and solutions to clients in a clear and precise manner, both verbally and in writing.</p><p>• Uphold the organization’s values and compliance standards, ensuring all activities align with safety protocols.</p>
<p>Robert Half is seeking dedicated and personable Customer Service Representatives to join a growing call center team. This is an exciting opportunity for candidates passionate about providing excellent customer support, resolving inquiries, and enhancing the customer experience. As the first point of contact, you will act as the face of the company, ensuring prompt, courteous, and effective communication with customers.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle a high volume of inbound and outbound customer calls, responding to inquiries, complaints, and requests in a professional manner.</li><li>Provide thorough and accurate information regarding products, services, and policies.</li><li>Troubleshoot and resolve customer issues efficiently, escalating more complex problems to appropriate departments as necessary.</li><li>Document customer interactions, inquiries, and resolutions in the company’s CRM or database.</li><li>Promote products or services when opportunities arise, ensuring customer satisfaction at all times.</li><li>Collaborate with team members and management to identify ways to improve the customer experience.</li><li>Follow communication scripts, policies, and guidelines while personalizing service to individual customer needs.</li></ul><p><br></p>
<p>A growing <strong>technology solutions company</strong> in Escondido is seeking a <strong>Customer Service Representative</strong> to join their dynamic support team. This organization develops software and hardware solutions for businesses across the U.S., and they’re looking for someone who can deliver an exceptional client experience while supporting technical inquiries. If you thrive in a fast-paced, tech-focused environment and enjoy helping customers solve problems, this is a great opportunity to grow your career within a respected and forward-thinking company.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond promptly to customer inquiries via phone, email, and live chat.</li><li>Troubleshoot basic software or hardware issues and escalate to Tier 2 support when necessary.</li><li>Process product orders, replacements, and returns with accuracy and professionalism.</li><li>Document client interactions using a <strong>CRM system</strong> (Salesforce or HubSpot).</li><li>Provide product education and onboarding support for new customers.</li><li>Collaborate with the technical support and sales teams to ensure customer satisfaction.</li><li>Track customer feedback and assist in service improvement initiatives.</li></ul>
We are looking for an experienced Customer Service Representative to join our team on a long-term contract basis in Irvine, California. In this role, you will play a critical part in managing schedules, coordinating services, and ensuring smooth communication between clients, families, and internal teams. Your ability to handle complex scheduling needs and maintain precise interactions will be key to success in this position.<br><br>Responsibilities:<br>• Coordinate and assign staff based on participant needs, location, and skills, ensuring compliance with program policies.<br>• Create and manage schedules for participants and staff, including meal periods and breaks, while maintaining accurate records in a computerized system.<br>• Respond promptly to scheduling changes and requests from associates, participants, and families in a courteous and meticulous manner.<br>• Monitor attendance and assignments daily, making adjustments and notifying relevant parties of changes as needed.<br>• Generate and analyze reports to ensure billing and payroll accuracy, addressing contract fulfillment gaps and collaborating with internal departments.<br>• Communicate effectively with families, supervisors, and team members to relay concerns and escalate issues when necessary.<br>• Provide training and cross-training for new scheduling coordinators, ensuring team readiness and knowledge.<br>• Schedule and attend meetings, trainings, and other events to stay aligned with organizational goals and processes.
<p>We are looking for a skilled and driven Bilingual Spanish/ or French Canadian Customer Service Representative to join our team in Torrance, California. As part of the manufacturing industry, you will play a pivotal role in ensuring customer satisfaction by addressing inquiries, resolving issues, and promoting our brand. This is a Contract position offering the opportunity to grow with an innovative and customer-focused organization.</p><p><br></p><p>Responsibilities:</p><p>• Deliver exceptional customer service by upholding the company's values and maintaining professionalism in all communications.</p><p>• Build and sustain positive relationships with customers, demonstrating empathy and understanding during interactions.</p><p>• Recommend and promote company products and services to meet customer needs and preferences, contributing to brand growth.</p><p>• Accurately record customer details and inquiry information into company databases.</p><p>• Apply technical knowledge of products to resolve customer issues effectively and provide troubleshooting assistance.</p><p>• Handle customer complaints with patience, ensuring calm and courteous resolutions.</p><p>• Participate in product and skill training sessions, successfully completing assessments to enhance expertise.</p><p>• Share valuable customer feedback and observed trends with management to support continuous improvement.</p><p>• Ensure timely and consistent attendance, including the flexibility to work variable schedules and occasional weekends.</p>
We are looking for a dedicated Customer Service Representative to join our team in Huntington Beach, California. In this role, you will assist with enrollment processes, ensuring accuracy and efficiency while guiding individuals through their onboarding experience. This is a long-term contract position within the healthcare industry, offering the opportunity to make a meaningful impact on customer satisfaction and organizational success.<br><br>Responsibilities:<br>• Respond promptly to inquiries from internal and external customers, addressing concerns related to enrollment.<br>• Resolve enrollment-related issues by conducting research and utilizing call tracking, claims systems, or email communication.<br>• Enter and maintain accurate enrollment data in the company’s eligibility transactional system.<br>• Process applications for enrollment and disenrollment, ensuring compliance with established guidelines.<br>• Verify enrollment statuses with clients and address discrepancies as needed.<br>• Investigate and resolve system rejections related to enrollment processes.<br>• Collaborate with team members to address exceptions and ensure members are properly enrolled.<br>• Perform daily and monthly reconciliation of enrollment files to maintain data accuracy.<br>• Manage member eligibility changes and update records in the enrollment database.<br>• Maintain organized documentation and records, ensuring they are accessible and up-to-date.
<p>Our non-profit client in San Diego is seeking a compassionate and detail-oriented Customer Service Representative to join their call center team. This position focuses on delivering outstanding support to individuals while furthering the organization’s mission to make a positive impact in the community.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer incoming calls and provide support, information, and assistance to clients and donors</li><li>Handle inquiries with empathy and professionalism, ensuring strong customer satisfaction</li><li>Assist with updating records, processing requests, and documenting interactions accurately</li><li>Resolve issues efficiently while adhering to organizational policies and procedures</li><li>Maintain confidentiality of client and organizational information</li><li>Support outreach activities and assist with special projects as assigned</li><li>Collaborate with team members to meet department service goals</li></ul><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team in Costa Mesa, California. In this role, you will provide exceptional support to customers by addressing inquiries, resolving issues, and assisting with navigating our website and related tools. This is a Contract-to-Permanent position, offering an excellent opportunity for growth and long-term employment.<br><br>Responsibilities:<br>• Respond to a high volume of inbound customer calls daily, ensuring all inquiries are addressed promptly and professionally.<br>• Assist customers with navigating the company website, including locating specific information and troubleshooting login issues.<br>• Provide guidance to users experiencing challenges with new system features or updates.<br>• Maintain accurate records of customer interactions and resolutions using CRM tools.<br>• Collaborate with internal teams to escalate and resolve complex issues efficiently.<br>• Offer exceptional service to enhance customer satisfaction and build long-term relationships.<br>• Utilize Office Suite tools to document and manage customer data effectively.<br>• Stay updated on product knowledge and company processes to provide accurate information.<br>• Handle customer concerns with patience and professionalism, ensuring a positive experience.
We are looking for a dedicated and detail-oriented Customer Service Representative to join our team in Irvine, California. In this Contract to permanent position, you will play a critical role in ensuring customer satisfaction by addressing inquiries, resolving issues, and maintaining high standards of service. This role offers the opportunity to work in the dynamic Health Pharm/Biotech industry, contributing to meaningful solutions for occupational safety.<br><br>Responsibilities:<br>• Handle customer inquiries through various communication channels, including phone, email, and online platforms, ensuring prompt and attentive responses.<br>• Collaborate with internal departments to resolve customer issues effectively from start to finish, ensuring follow-ups are completed.<br>• Utilize multiple internal systems to manage orders, track shipments, and address customer concerns accurately.<br>• Provide feedback to management regarding service challenges and customer concerns to improve processes.<br>• Participate in special projects as assigned, contributing to team objectives and organizational goals.<br>• Process order entries, schedule appointments, and manage customer accounts with precision.<br>• Maintain accurate records of customer interactions and transactions, ensuring data integrity.<br>• Assist with troubleshooting and resolving issues related to product delivery, account setups, and other customer needs.<br>• Demonstrate flexibility by working overtime when requested to meet business demands.<br>• Support lean process improvement initiatives to enhance customer service efficiency.
We are looking for an experienced Sr. Customer Service Representative to join our team in San Marcos, California. This Contract to permanent position offers an opportunity to contribute to a fast-paced utilities and infrastructure environment by delivering outstanding customer support and ensuring seamless service operations. The ideal candidate will bring exceptional communication and organizational skills to manage customer interactions and coordinate field services effectively.<br><br>Responsibilities:<br>• Respond promptly to incoming customer calls, providing attentive and courteous assistance.<br>• Collect detailed information regarding service needs and accurately generate job tickets using ServiceTitan.<br>• Schedule service appointments, maintain job notes, and manage follow-ups to ensure customer satisfaction.<br>• Communicate effectively with property managers, homeowners, and internal teams to address concerns and coordinate services.<br>• Update customer profiles, book service calls, and verify the accuracy of job-related details.<br>• Dispatch technicians through ServiceTitan’s scheduling and dispatch tools, ensuring efficient workflows.<br>• Monitor technician routes and job progress, making necessary adjustments to schedules as issues arise.<br>• Track job statuses, input notes, upload relevant documents, and confirm tasks are completed within the system.<br>• Maintain consistent communication with field technicians to provide updates, relay changes, and share additional information.<br>• Support administrative tasks such as processing estimates, invoices, warranty details, and service history documentation.
We are looking for a dedicated Customer Service Representative to join our team in Newport Beach, California. In this role, you will be responsible for delivering outstanding customer service, handling financial transactions, and assisting clients with their banking needs. This is a long-term contract position, offering an opportunity to make a meaningful impact within the banking industry.<br><br>Responsibilities:<br>• Process a range of financial transactions, such as deposits, withdrawals, loan payments, and transfers, while ensuring accuracy and adherence to banking policies.<br>• Provide prompt and attentive assistance to customers with inquiries regarding their accounts and available banking services.<br>• Actively promote and recommend banking products and services tailored to meet the needs of customers.<br>• Manage and reconcile a cash drawer, complying with established security and audit procedures.<br>• Educate customers on various banking options, including digital services and alternative channels.<br>• Address and resolve customer concerns effectively, ensuring a positive banking experience.<br>• Collaborate with team members to maintain smooth branch operations during busy periods.<br>• Uphold high standards of confidentiality and security in all customer interactions.<br>• Contribute to the achievement of branch goals by delivering exceptional service and support.
<p>Join our non-profit team as a Call Center Agent and help drive exceptional customer service experiences. As part of our customer support function, you’ll play a vital role in addressing caller inquiries, resolving issues, and contributing to overall customer satisfaction.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle inbound and outbound calls with professionalism and efficiency</li><li>Resolve customer questions, complaints, or service requests.</li><li>Document call information and maintain accurate records.</li><li>Collaborate with team members to ensure seamless operations.</li><li>Uphold data privacy and security standards within all interactions.</li><li>Leverage call center technologies to improve time to resolution and enhance customer experiences </li></ul><p><br></p>
<p>Robert Half is seeking an AR Specialist to join our finance team in Downtown LA! As an AR Specialist, you will play a crucial role in managing our accounts receivable operations. You will be responsible for processing customer invoices, managing customer accounts, reconciling payments, and ensuring all financial transactions are accurately recorded in our Great Plains accounting system. This position offers the opportunity to work in a dynamic environment and contribute to the efficient financial management of the organization. For immediate consideration, please call our office at 213.629.4602 for consideration.</p><p> </p><p>· Entering, posting and reconciling of batches.</p><p>· Researching and resolving customer A/R issues</p><p>· Preparing aging reports</p><p>· Placing billing and collection calls</p><p>· Maintaining cash receipts journal, as well as updating and reconciling the sub-ledger to the G/L.</p><p>· Good attention to detail and strong Microsoft Excel skills.</p><p>· 1+ year of recent Accounts Receivable,</p><p>· Experience with Great Plains is a must.</p><p> </p>
<p>Robert Half is seeking an AR Specialist to join our finance team in Downtown LA! As an AR Specialist, you will play a crucial role in managing our accounts receivable operations. You will be responsible for processing customer invoices, managing customer accounts, reconciling payments, and ensuring all financial transactions are accurately recorded in our Great Plains accounting system. This position offers the opportunity to work in a dynamic environment and contribute to the efficient financial management of the organization. For immediate consideration, please call our office at 213.629.4602 for consideration.</p><p> </p><p>· Entering, posting and reconciling of batches.</p><p>· Researching and resolving customer A/R issues</p><p>· Preparing aging reports</p><p>· Placing billing and collection calls</p><p>· Maintaining cash receipts journal, as well as updating and reconciling the sub-ledger to the G/L.</p><p>· Good attention to detail and strong Microsoft Excel skills.</p><p>· 1+ year of recent Accounts Receivable,</p><p>· Experience with Great Plains is a must.</p><p> </p>
<p>Robert Half is seeking an AR Specialist to join our finance team in Downtown LA! As an AR Specialist, you will play a crucial role in managing our accounts receivable operations. You will be responsible for processing customer invoices, managing customer accounts, reconciling payments, and ensuring all financial transactions are accurately recorded in our Great Plains accounting system. This position offers the opportunity to work in a dynamic environment and contribute to the efficient financial management of the organization. For immediate consideration, please call our office at 213.629.4602 for consideration.</p><p> </p><p>· Entering, posting and reconciling of batches.</p><p>· Researching and resolving customer A/R issues</p><p>· Preparing aging reports</p><p>· Placing billing and collection calls</p><p>· Maintaining cash receipts journal, as well as updating and reconciling the sub-ledger to the G/L.</p><p>· Good attention to detail and strong Microsoft Excel skills.</p><p>· 1+ year of recent Accounts Receivable,</p><p>· Experience with Great Plains is a must.</p><p> </p>
<p><strong>Overview:</strong></p><p> Robert Half is seeking a Client Services Associate to support one of our insurance industry clients. This role is responsible for providing high-quality service to clients, ensuring policy accuracy, and supporting account management activities. This is an excellent opportunity for someone who is detail-oriented, communicates effectively, and enjoys working in a client-facing role.</p><p><strong>Key Duties & Responsibilities:</strong></p><ul><li>Respond to client inquiries and provide timely resolution to service requests.</li><li>Assist with processing policy updates, renewals, applications, endorsements, and other insurance documentation.</li><li>Coordinate with carriers and internal teams to verify coverage details, request quotes, and resolve account issues.</li><li>Maintain accurate client records and ensure all documentation complies with company and regulatory standards.</li><li>Support Account Managers with client follow-up, renewal preparation, and ongoing account maintenance.</li><li>Provide professional and courteous communication via phone, email, and written correspondence.</li></ul><p><br></p>
<p>We are offering an exciting opportunity for an Accounting Specialist in the hospitality industry, located in Torrance, California. In this role, you will be tasked with a variety of responsibilities including processing customer applications, maintaining customer records, and addressing customer inquiries. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Conduct a thorough review of in-house tour costs invoices, credit card payments, and wire payments to identify any discrepancies.</p><p>• Communicate with the relevant personnel for clarification on any issues identified during the review of payments.</p><p>• Approve and generate payment journals for urgent checks in the company's accounting system.</p><p>• Post general ledger entries related to employees' business expenses incurred through corporate credit cards/invoices.</p><p>• Create new vendor profiles in the company's accounting system.</p><p>• Manage cash receipts and perform bank reconciliations.</p><p>• Prepare various monthly closing reports such as balance sheets and aging reports.</p><p>• Prepare quarterly reports including T-Schedule and intercompany confirmation. </p><p>• Utilize accounting software systems like ADP - Financial Services, CaseWare, Ceridian, Concur for performing various accounting functions.</p><p>• Handle accounts payable and accounts receivable duties, including accrual accounting and auditing.</p><p><br></p><p>**For confidential consideration, please apply directly with your resume or call Allysa Bayly at (310) 719-1400. If you are already working with a recruiter from Robert Half, please contact him or her directly to expedite your candidacy for this role.**</p>
<p><strong>Position Summary:</strong></p><p>The Business-to-Business (B2B) Collections Specialist is responsible for managing and executing collection activities for outstanding accounts receivable from commercial clients. This role ensures timely payments, resolves billing discrepancies, and maintains positive client relationships while minimizing financial risk to the organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Monitor and manage assigned customer accounts to ensure timely collection of outstanding balances.</li><li>Contact clients via phone, email, and written correspondence to follow up on past due invoices.</li><li>Investigate and resolve payment discrepancies, disputes, and billing issues.</li><li>Collaborate with internal departments (Sales, Customer Service, Billing) to resolve account issues and ensure accurate invoicing.</li><li>Maintain detailed records of collection activities, communications, and payment arrangements.</li><li>Prepare and distribute aging reports and collection status updates to management.</li><li>Recommend accounts for escalation, legal action, or write-off when necessary.</li><li>Ensure compliance with company policies, procedures, and applicable regulations.</li><li>Support month-end and year-end closing processes related to accounts receivable.</li></ul><p><br></p>
<p>Robert Half is currently looking for a detail-oriented and experienced Accounts Payable Specialist with SAP expertise to join our finance team in Downtown LA. As an Accounts Payable Specialist with SAP experience, you will play a critical role in the financial operations of our company. You will be responsible for processing invoices, managing vendor accounts, reconciling payments, and ensuring that all financial transactions are accurately recorded in our SAP system. This role offers the opportunity to work in a dynamic environment and contribute to the efficient financial management of the organization. Please call our office 213.629.4602 for consideration.</p><p> </p><p>· Bachelor’s degree in finance, Accounting, or a related field is preferred.</p><p>· Proven experience as an Accounts Payable Specialist</p><p>· SAP experience is required.</p><p>· Strong understanding of accounts payable principles and practices.</p><p>· Knowledge of financial regulations and compliance.</p><p>· Proficient in Microsoft Excel and other financial software.</p><p>· Excellent attention to detail and accuracy.</p><p>· Strong analytical and problem-solving skills.</p><p>· Ability to prioritize and manage multiple tasks in a fast-paced environment.</p><p>· Effective communication and interpersonal skills.</p><p>· Team player with a customer service-oriented attitude.</p><p>· Self-motivated and able to work independently.</p><p> </p>
<p>Robert Half is currently looking for a detail-oriented and experienced Accounts Payable Specialist with SAP expertise to join our finance team in Downtown LA. As an Accounts Payable Specialist with SAP experience, you will play a critical role in the financial operations of our company. You will be responsible for processing invoices, managing vendor accounts, reconciling payments, and ensuring that all financial transactions are accurately recorded in our SAP system. This role offers the opportunity to work in a dynamic environment and contribute to the efficient financial management of the organization. Please call our office 213.629.4602 for consideration.</p><p> </p><p>· Bachelor’s degree in finance, Accounting, or a related field is preferred.</p><p>· Proven experience as an Accounts Payable Specialist</p><p>· SAP experience is required.</p><p>· Strong understanding of accounts payable principles and practices.</p><p>· Knowledge of financial regulations and compliance.</p><p>· Proficient in Microsoft Excel and other financial software.</p><p>· Excellent attention to detail and accuracy.</p><p>· Strong analytical and problem-solving skills.</p><p>· Ability to prioritize and manage multiple tasks in a fast-paced environment.</p><p>· Effective communication and interpersonal skills.</p><p>· Team player with a customer service-oriented attitude.</p><p>· Self-motivated and able to work independently.</p><p> </p>
<p>Robert Half is currently looking for a detail-oriented and experienced Accounts Payable Specialist with SAP expertise to join our finance team in Downtown LA. As an Accounts Payable Specialist with SAP experience, you will play a critical role in the financial operations of our company. You will be responsible for processing invoices, managing vendor accounts, reconciling payments, and ensuring that all financial transactions are accurately recorded in our SAP system. This role offers the opportunity to work in a dynamic environment and contribute to the efficient financial management of the organization. Please call our office 213.629.4602 for consideration.</p><p> </p><p>· Bachelor’s degree in finance, Accounting, or a related field is preferred.</p><p>· Proven experience as an Accounts Payable Specialist</p><p>· SAP experience is required.</p><p>· Strong understanding of accounts payable principles and practices.</p><p>· Knowledge of financial regulations and compliance.</p><p>· Proficient in Microsoft Excel and other financial software.</p><p>· Excellent attention to detail and accuracy.</p><p>· Strong analytical and problem-solving skills.</p><p>· Ability to prioritize and manage multiple tasks in a fast-paced environment.</p><p>· Effective communication and interpersonal skills.</p><p>· Team player with a customer service-oriented attitude.</p><p>· Self-motivated and able to work independently.</p><p> </p>
<p>Our client, a leader in the manufacturing industry, is seeking an Accounts Receivable Specialist to manage the invoicing, collections, and payment processing functions within a dynamic manufacturing environment. The ideal candidate will leverage strong Excel skills to track receivables, generate aging reports, and ensure the timely collection of outstanding balances.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Generate and distribute invoices to clients, ensuring accuracy and timely delivery (Based on general knowledge).</li><li>Monitor accounts receivable aging reports, analyze outstanding balances, and proactively follow up on past due accounts (Based on general knowledge).</li><li>Conduct collections activities via phone, email, or mail to resolve payment issues and improve cash flow (Based on general knowledge).</li><li>Apply incoming payments and reconcile customer accounts in accordance with company procedures (Based on general knowledge).</li><li>Collaborate with internal departments (sales, shipping, customer service) to resolve billing discrepancies and maintain accurate records (Based on general knowledge).</li><li>Prepare periodic reports on A/R status, aging summaries, and collection metrics utilizing advanced Excel functions such as pivot tables, VLOOKUP, and data analysis tools (Based on general knowledge).</li><li>Support month-end and year-end closing activities related to accounts receivable (Based on general knowledge).</li><li>Maintain compliance with internal controls and company accounting policies (Based on general knowledge).</li></ul>
<p>Our client, a growing and reputable <strong>medical spa and aesthetics group</strong>, is seeking a detail-oriented <strong>Accounts Receivable (AR) Specialist</strong> to join their finance team in Vista. This position plays a key role in ensuring the accuracy and timeliness of client billing, payments, and financial reporting. The ideal candidate has experience in healthcare, wellness, or service-based industries and thrives in a collaborative, fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process client payments, reconcile daily transactions, and monitor aging reports.</li><li>Review and verify billing accuracy for medical and cosmetic services.</li><li>Manage accounts receivable ledger, apply payments, and follow up on outstanding balances.</li><li>Communicate professionally with patients and clients regarding billing questions and payment plans.</li><li>Prepare daily and monthly reports for management and accounting leadership.</li><li>Work closely with the front office and finance teams to ensure revenue is properly recorded.</li><li>Support monthly close process and assist with journal entries as needed.</li><li>Handle refunds, credit card reconciliation, and adjustments in compliance with company policies.</li></ul>
