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3 results for Order Entry Specialist in Santa Rosa, CA
- San Francisco, CA
- onsite
- Permanent / Full Time
- 75000 - 85000 USD / Yearly
- <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Job Title: Client Operations Specialist </strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $75-80k + Bonus</strong></p><p> </p><p>Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. <strong>If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role,</strong> this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and <strong>offers real potential for career advancement.</strong></p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
- 2026-07-11T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 25 - 35 USD / Hourly
- <p>The Accounts Receivable Specialist is responsible for managing customer invoicing, collections, cash applications, and account reconciliations to support healthy cash flow and accurate financial reporting.</p><p>Responsibilities</p><ul><li>Generate customer invoices and ensure timely billing.</li><li>Apply incoming payments and reconcile customer accounts.</li><li>Monitor aging reports and follow up on outstanding balances.</li><li>Resolve billing discrepancies with customers and internal teams.</li><li>Prepare AR reports and assist with month-end close.</li><li>Support audit requests and maintain accurate customer records.</li></ul><p><br></p>
- 2026-07-20T00:00:00Z
- Benicia, CA
- onsite
- Permanent / Full Time
- 50000 - 57000 USD / Yearly
- We are looking for an Accounts Receivable Specialist to join a wholesale distribution organization in Benicia, California. In this role, you will help keep receivables accurate and current by overseeing invoicing, payment application, collections follow-up, and account review. This position is well suited for someone who combines strong financial accuracy with a service-oriented approach when working with customers and internal teams. You will contribute to dependable cash flow, sound account management, and the overall effectiveness of the finance function.<br><br>Responsibilities:<br>• Prepare and issue customer invoices with accuracy, ensuring charges align with company guidelines and customer agreements.<br>• Record and apply incoming payments from multiple sources, including checks, electronic transfers, and card transactions, while maintaining complete documentation.<br>• Review customer ledgers regularly to identify discrepancies, investigate unapplied cash, and resolve balance differences in a timely manner.<br>• Work closely with sales, customer service, operations, and accounting partners to address billing questions and clear outstanding issues.<br>• Monitor past-due balances, follow up on collection activity, and provide clear status updates through aging analysis and account reporting.<br>• Maintain current and accurate customer account records in support of internal controls and financial policy compliance.<br>• Assess customer credit information to help determine appropriate account terms and recommend credit limits when needed.<br>• Escalate seriously delinquent or high-risk accounts to external collection or legal resources in coordination with leadership.<br>• Assist with month-end accounts receivable close activities by supporting reconciliations and ensuring records are complete and accurate.<br>• Suggest practical improvements to accounts receivable workflows that strengthen efficiency, accuracy, and customer experience.
- 2026-07-23T00:00:00Z