140 results for Customer Service in Southlake, TX

VP of Procurement We are offering an exciting opportunity in the real estate/ construction industry, located in Dallas, Texas. We are in search of a VP of Procurement to lead our team. Your primary role will involve processing strategic sourcing initiatives within the Americas Real Estate and Global Facilities Management Category. You will be responsible for implementing category management methodologies to deliver multi-year global strategies aligning with the organization's commercial and operational goals. Responsibilities: • Implement and oversee strategic sourcing initiatives to deliver value, mitigate risks, and identify cost containment or revenue generation opportunities.• Foster best practices in procurement, vendor management, and commercial processes.• Design and ensure uniformity in contracting structures, pricing models, vendor incentives, performance metrics, and cost frameworks.• Collaborate with internal/external legal advisors to draft and refine contracts to ensure compliance and mitigate risk.• Lead efforts in advancing the firm’s Environmental, Social, and Governance (ESG) commitments and reporting.• Encourage knowledge-sharing and best practices across the Global Strategic Sourcing team.• Collaborate with risk management teams, including compliance and technology, to ensure alignment with the organization's Third-Party Risk and Control Framework.• Proactively manage third-party control obligations and risks, and drive resolution of sourcing-related issues.• Negotiate high-value, complex contracts, including incentivized service level agreements.• Effectively manage projects with executive-level clients and large stakeholder groups.• Drive ESG goals within procurement initiatives.• Utilize sourcing/procurement systems such as Ariba, Fieldglass, or PMWeb.• Display exceptional attention to detail and a proactive approach to strategic implementation.• Leverage advanced proficiency with Microsoft Office Suite and ERP tools to produce reports and analytics.

Sr. Accountant Robert Half has partnered with a fast growing Wholesale/Retailer to hire their next Sr. Accountant in Farmers Branch, Texas. ESSENTIAL FUNCTIONS:<ul><li>Review and oversee the work of staff accountants including the below responsibilities </li><li>Prepare schedules and post general ledger journal entries related to their area of responsibility.</li><li>Responsible for preparing and posting daily cash entries.</li><li>Responsible for all aspects of Balance Sheet accounts assigned including preparation of journal entries, reconciliations, audit schedules, and overall follow up of old items or reviewer notes.</li><li>Account reconciliations</li><li>Prepare Bank reconciliations and propose journal entries.</li><li>Participate in the monthly close process of reviewing variance analysis & cost centers.</li><li>Help with requests from others and from auditors.</li><li>Work on special projects and requests as needed.</li></ul> Selling Points: <ul><li>Great team to be a part of they promote family first mentality, good perks and discounts on apparel and equipment. Volunteer Opportunities, Generous Time Off and Paid holidays. Great stability, continuing to grow and has had recent mergers with new business lines. Great W/L balance and quality of life. Good training modules and help in place for those coming on board. </li></ul>

Data Center Technician We are offering a contract to permanent employment opportunity for a Data Center Technician in the healthcare, hospitals, and social assistance industry in Irving, Texas. The role involves supporting critical data center operations and troubleshooting systems to ensure continuous uptime. This is a completely on-site role. Title: Data Center Engineer Location: Irving, Tx Pay: $50-60 per hour Duration: 6 Month Contract To Hire Responsibilities:• Diagnosing and resolving system hardware failures through testing and reimplementation efforts.• Providing customer service through phone and written communication with clients and team members.• Collaborating with technicians and engineers to audit and verify data center equipment and operations.• Assisting with key project initiatives to improve the efficiency of data center operations.• Performing advanced troubleshooting tasks, including diagnosing failures related to hardware, network (e.g., DHCP/DNS), power, and facilities systems.• Monitoring system events/alerts, diagnosing root causes, and resolving issues using sound judgment.• Managing inventory control and asset tracking, including handling shipping/receiving responsibilities.• Ensuring continuous uptime and operational efficiency through proactive monitoring and maintenance.• Assisting with enterprise and data center discovery/mapping projects to streamline operations.

Data Center Technician We are offering a contract for a permanent employment opportunity for a Data Center Technician in the Healthcare and Social Assistance industry located in Dallas, Texas. This role involves supporting data center operations and staying up-to-date with industry standards, technological growth, and changes. This is a campus-based position that may require covering shifts at any hour and occasional travel to remote facilities. Title: Data Center Technician Location: Irving Pay: $30-40 per hour Duration: 6 month Contract to Hire Responsibilities • Respond to system hardware issues by diagnosing, troubleshooting, testing, and reimplementation• Monitor and respond to system events/alerts and identify potential root causes• Carry out shipping/receiving duties for accurate inventory control and asset tracking• Utilize elevated access and sound judgement during remediation processes• Assist with project initiatives and collaborate with other technicians and engineers• Conduct issue tracking and respond to incidents promptly• Run cables as specified in work orders, including Fiber and Ethernet• Assist with auditing and verification of data center equipment and operations• Interact with clients via written communication and phone, providing high-quality customer service• Perform other duties as assigned

Tax Director/Manager - Corporate Real Estate Tax Accountant role in Preston Center Area in Dallas. This role will involve handling tax-related functions, supporting the real estate department. You will have the opportunity to work both independently and as part of a team, in a role that is integral to our operations. Responsibilities: • Assemble tax documents and prepare workpapers, ensuring accuracy and approval of final prepared Federal and State tax returns.• Maintain and update tax basis schedules for various entities.• Prepare waterfall calculations and associated tax allocations.• Ensure the accuracy of tax reporting by reviewing QuickBooks files.• Respond promptly and effectively to Federal and State tax notices.• Assist with tax audits as needed.• Carry out quarterly capital gain and taxable income forecasts for all partners.• Monitor the receipt of tax documents from partners and check for accuracy.• Prepare workpapers for partnership returns. Skills: • CPA• Real estate tax• Public Accounting Tax• Partnership Taxation• QuickBooks• Microsoft Excel If interested in being presented for this role, please email a resume to Liz Noyes at Robert Half via Linked In.

Account Manager A client of ours is currently looking to bring on a customer service representative who can provide white glove customer service to their high end buyers. In this role you will be responsible for acting as a liaison between customers and various internal departments by supporting customer inquiries /questions. In this role you will be the first point of contact for the customer and you are responsible for assisting and resolving any issues that arise. Job Duties Include:<ul><li>Client/customer support</li><li>Acting as a gate keeper for client communication</li><li>Communicating via phone and email (there are more emails than calls)</li><li>Must have really strong interpersonal skills over phone and email</li><li>Addressing client needs and updating customer accounts </li><li>Processing customer orders product in system</li><li>Navigating various customer issues</li></ul>

Administrative Assistant <ul><li>Schedule Management: Coordinate calendars, schedule meetings, and manage appointments to ensure smooth daily operations (Source: SG25 US Administrative and Customer Support.docx).</li><li>Clerical Support: Perform tasks such as document preparation, report generation, and maintaining organized filing systems (Source: SG25 US Administrative and Customer Support.docx).</li><li>Communication: Handle correspondence, emails, and phone calls, acting as a liaison between internal and external parties (Source: SG25 US Administrative and Customer Support.docx).</li><li>Technology Usage: Utilize tools like Microsoft 365, CRM software, and advanced Excel for efficient task completion (Source: SG25 US Administrative and Customer Support.docx).</li></ul>

Tax Manager - Public We are on the hunt for a meticulous Tax Manager to join our team in the detail oriented Services industry located in Southlake, Texas. As a Tax Manager, your role will be pivotal in handling complex tax returns, partnership tax returns, and corporate tax returns. You will be expected to apply your skills and expertise to ensure tax compliance and accuracy, contributing significantly to our team's success. Responsibilities: • Lead and manage the preparation and review of complex tax returns • Supervise the preparation of partnership tax returns and ensure their accuracy • Oversee the process of corporate tax return preparation and validate its correctness • Conduct tax research and planning to optimize tax strategies • Collaborate with other team members to improve tax procedures and policies • Identify and mitigate tax risks • Coordinate and manage audit processes • Stay updated with industry trends and changes in tax laws • Provide support and guidance to entry level staff members in the team • Maintain relationships with clients and provide exceptional customer service. Resume via LinkedIn - Hemant Dahya

Tax Preparer We are offering a short term contract employment opportunity for a Tax Preparer in Garland, Texas. This role is primarily focused on assisting with business tax filings and will be based in a CPA firm. Responsibilities: • Ensure tax-related deadlines are met by coordinating with internal team members • Maintain and manage organized records of clients’ financial and tax information • Prepare business tax returns, including individual partnerships and state tax returns • Review all tax filings to ensure compliance with federal and state regulations • Utilize various accounting software systems to efficiently process client data • Provide excellent customer service, addressing and resolving any customer inquiries • Manage partnership tax returns and partnership taxation procedures • Use Lacerte Tax Software for tax preparation and data entry tasks • Handle ADP financial services and CCH Sales Tax software • Oversee accounting functions and manage allowances and deductibles in corporate tax returns.

Tax Preparer Are you passionate about providing accurate and efficient tax preparation services? Do you thrive in a dynamic environment where your expertise in tax laws and regulations makes a real difference for clients? If so, we invite you to apply for the position of Tax Preparer at our esteemed and fast growing firm. This position is based in Keller or Hurst, and Southlake, TX, providing an opportunity to work in diverse communities and expand your detail oriented network. Job Description: As a Tax Preparer, you will play a pivotal role in our client-centric approach to tax services. Your responsibilities will include: Conducting thorough client interviews to gather necessary tax information and ensure compliance with tax laws and regulations. Processing various tax returns including 1040, 1065, and 1120s, with precision and adherence to established guidelines. Preparing and completing tax returns accurately and efficiently, minimizing errors and ensuring timely filing. Staying abreast of changes in tax laws and regulations to provide clients with up-to-date guidance. Building and maintaining strong client relationships through exceptional customer service and proactive communication. Upholding strict confidentiality and ensuring the security of client information and documents. Performing bookkeeping tasks during the tax off-season to support firm operations.

Tax Manager - Public We are seeking a Tax Manager based in Fort Worth, Texas, who will primarily function in the public sector. The role is an exciting opportunity that involves the preparation and review of federal and multi-state income tax returns, tax planning and research, and providing high-quality client service. The role also necessitates effective teamwork and mentorship skills. Responsibilities: • Accurately prepare and review federal and multi-state income tax returns for individuals, corporations, partnerships, and nonprofit organizations • Conduct tax planning and research to stay ahead of tax regulations and policies • Work efficiently as part of a team to complete projects and assigned tasks within set deadlines • Train and mentor staff to foster a conducive learning environment and improve team skills • Deliver timely, high-quality client service that consistently meets or exceeds client and firm expectations • Continually further your knowledge and skills through continuing education and ongoing detail oriented development • Interact with clients and provide tailored tax advice to suit individual needs • Utilize various accounting software systems including ADP - Financial Services, CCH ProSystem Fx, CCH Sales Tax, ERP - Enterprise Resource Planning • Comply with accounting functions, auditing, and entity formation • Apply knowledge of income tax accounting to enhance efficiency and accuracy.

Accounts Payable Specialist Company OverviewJoin Robert Half, a global leader in specialized staffing, known for its commitment to excellence and innovation. Our Full-Time Engagement Professionals (FTEP) practice provides the unique opportunity to work as a full-time employee of Robert Half while experiencing diverse and exciting client engagements. As part of this team, you will assist organizations of varying sizes and industries with critical accounting and finance initiatives, including leave of absence coverage, software implementations, backlog cleanups, and special projects. Position OverviewRobert Half is seeking a dedicated Accounts Payable Specialist to join our FTEP team. As an AP Specialist, you will leverage your expertise in accounting and payables processes to assist clients during periods of transformation, transition, or growth. You will work directly with our clients to manage their accounts payable workflows, resolve inefficiencies, support software transitions, and implement best practices, ensuring the highest level of service and client satisfaction. Responsibilities<ul><li>Accounts Payable Management: Process and reconcile invoices, purchase orders, and payment approvals, ensuring timely and accurate handling of all payables.</li><li>Interim Coverage: Step into key AP roles during client team absences (such as maternity leave or medical leave), maintaining operational continuity and ensuring critical deadlines are met.</li><li>Software Implementations: Assist clients in transitioning to or optimizing their accounts payable systems by providing expertise in system setup, testing, troubleshooting, and training.</li><li>Backlog Cleanup: Analyze and resolve aged payables or other backlog issues by implementing efficient processes to restore order and ensure compliance.</li><li>Special Projects: Lead or support client initiatives, including vendor audits, process improvements, policy updates, compliance reviews, or AP team training.</li><li>Client Collaboration: Work closely with client staff, stakeholders, and other team members to assess and address their accounts payable needs, offering solutions tailored to their business objectives.</li><li>Process Optimization: Identify gaps or inefficiencies in existing AP workflows and recommend improvements aligned with industry standards and client requirements.</li></ul>

Fund Accounting Supervisor/Manager We are seeking a Fund Accounting Supervisor/Manager to join our team in Dallas, Texas. In this role, you'll be taking on a variety of tasks, including accounting, finance, and client-facing responsibilities. This role is for those who are hungry and hardworking, ready to dive into the finance industry. Responsibilities: • Manage and oversee daily operations of the accounting department, including accounts payable and receivable, and auditing. • Implement and maintain accounting software systems to streamline financial operations. • Utilize ADP - Financial Services and BlackLine for various accounting tasks. • Handle ERP - Enterprise Resource Planning to optimize business processes. • Supervise billing functions, ensuring accuracy and efficiency. • Manage client relationships from day one, providing excellent customer service. • Continuously seek to improve accounting functions, contributing to the team's efficiency. • Take responsibility for public tax and public audit duties. • Use Concur for travel and expense management. • Maintain and analyze the financial status and performance of the company to identify areas for potential improvement.

Accounts Payable Specialist We are offering a contract employment opportunity for an Accounts Payable Specialist in Fort Worth, Texas, 76137, United States. This role predominantly lies in the Wholesale Distribution industry. As an Accounts Payable Specialist, your primary duty will be to manage and support the company's Concur system, which is utilized for travel, expense management, and associated financial processes. Responsibilities: • Manage and maintain the company's Concur system efficiently• Handle the onboarding and offboarding of employees, including setting up and closing Concur profiles• Oversee company credit cards, ensuring all necessary systems and accounts are properly configured or terminated• Address customer service inquiries promptly and professionally via the Concur mailbox• Investigate potential fraud or misuse of the Concur system, including analyzing transactions and reports to identify suspicious activity, conducting investigations, and providing detailed data and reports to relevant departments or authorities as needed• Regularly update the department's documentation, such as Standard Operating Procedures (SOPs) and organizing departmental files• Reconcile bank statements related to Concur transactions, ensuring accuracy and addressing any discrepancies• Maintain regular interaction with the Concur Account Manager, ongoing training, and stay updated on system changes• Utilize Accounting Software Systems and ERP - Enterprise Resource Planning for managing accounting functions and auditing• Apply skills in Account Coding, ADP - Financial Services, and Automated Clearing House (ACH) processing.

Escrow Administrative Assistant We are offering a contract for a permanent employment opportunity for an Escrow Administrative Assistant in Plano, Texas. In this role, you will be responsible for managing various aspects of residential resale, refinance, and builder escrow transactions within the real estate industry. Responsibilities: • Accurately process customer credit applications and maintain customer credit records. • Ensure the accurate preparation and submission of closing disclosures. • Handle title order requests and prepare commitment packages for clients. • Submit documents for recording and prepare final title policies. • Understand and adhere to real estate regulations, guidelines, and company standards. • Coordinate the closing between all parties to the escrow. • Timely respond to all calls, voicemails, and emails. • Maintain a cordial relationship with realtors, lenders, builders, buyers, and sellers to promote business. • Utilize CRM, Crystal Reports, and other accounting software systems for efficient data processing. • Handle any title issues that may arise, including corrective deeds, vesting, federal tax liens, and boundary disputes.

Hospitality Associate We are offering a short term contract employment opportunity for a Hospitality Associate based in Dallas, Texas. The selected candidate will be expected to manage various tasks in the hospitality sector, including set-up and maintenance of conference rooms, managing inventory, and maintaining cleanliness in catering areas. Responsibilities: • Organizing and setting up conference rooms with necessary audio/visual equipment and furniture as per the daily schedule • Ensuring proper clean-up of conference rooms post-use, including returning any property to vendors if required • Maintaining cleanliness and order in kitchen and catering areas • Keeping track of catering supplies and managing inventory effectively • Balancing multiple projects and deadlines, with the ability to prioritize work as needed • Communicating effectively and professionally, both verbally and in writing.

Operations Controller We are offering an exciting opportunity in the Construction/Contractor industry at Dallas, Texas, for the role of an Operations Controller. The ideal candidate will be responsible for a range of tasks, including cost analysis, budgeting and forecasting, inventory management, financial reporting, pricing profitability analysis, and collaboration with various teams. Responsibilities: • Analyzing costs associated with various aspects of production and services, and recommending improvements for cost-saving opportunities.• Assisting with the preparation of annual budgets and financial forecasts, comparing actual costs to budgeted costs, and investigating any variances.• Maintaining accurate records of inventory costs, including raw materials, work-in-progress, and finished goods, ensuring proper valuation.• Preparing detailed cost reports, variance analysis, and financial statements for management and supporting audits with cost-related data.• Assisting in setting product prices by analyzing production costs and market trends, and evaluating profitability of products, projects, or services.• Collaborating closely with finance, production, and operations teams to optimize cost efficiency and provide insights to management for strategic decision-making.• Developing financial models and scenarios to support strategic decisions based on analysis of costs, pricing, variable contributions, sales results, and company performance.• Collecting and compiling financial data for analysis, ensuring accuracy and completeness, and providing guidance and recommendations to management based on financial analysis and findings.

Controller We are seeking a Controller in the Healthcare industry to join our team located in Dallas, Texas. The Controller will be responsible for providing accurate financial reporting, supervising accounting staff, and assisting in the development and enhancement of financial systems. Responsibilities:• Supervise the accounting staff to ensure excellent service and accurate financial reporting.• Work closely with the CFO to manage annual audits and maintain compliance with all financial reporting, federal and state regulations, and generally accepted accounting standards.• Assist in the development and continual enhancement of financial systems, including policies, procedures, practices, and information systems regarding grants recording and compliance.• Provide accurate and timely monthly, quarterly, and yearly financial statements, performance metrics, and other requested financial information for executive management and third parties.• Supervise the upgrade of accounting related systems and procedures to improve operational efficiencies while maintaining or improving service.• Stay current on regulatory and legislative changes that may affect the organization.• Review all Grant Reports required for Mental Health Federal, State, and Local Grants and contracts, ensuring reports are filed timely and accurately.• Responsible for the development and preparation of the annual budget for all programs and departments, ensuring budget is consistent with the strategic plan and overall company objectives.• Provide projections for financial condition and performance under various scenarios to assist management in decision making.

Tax Staff - Corporate We are actively seeking a Sales and Use Tax Accountant to join our client’s dynamic team in the industrial distribution industry. This role is based in Fort Worth, Texas. The Sales and Use Tax Accountant will be responsible for overseeing, reconciling, and maintaining accurate sales and use tax records in compliance with state and local regulations. For immediate consideration, please send your resume to Carol Nichols, SVP Robert Half Finance and Accounting, to [email protected]. Key Responsibilities: Oversee and ensure the accurate calculation, collection, and reporting of sales and use taxes in multiple states and jurisdictions. File and remit timely sales and use tax returns (monthly, quarterly, and annually). Serve as the point of contact during state and local sales tax audits, including data collection and detail oriented communication. Manage the sales tax certification process for proper application to customer sales transactions. Maintain up-to-date knowledge of sales tax laws, rates, and compliance standards; update internal processes accordingly. Handle inquiries regarding the application of sales and use tax and provide accurate resolutions. Support accounting and finance departments with journal entries and other tax-related tasks. Monitor and utilize tax compliance software to ensure systems reflect current tax rates and regulations. Contribute to broader accounting and finance projects as necessary.

Administrative Customer Coordinator We are in search of an Administrative Customer Coordinator for a contract to permanent hire job opportunity with a construction company located in Hutchins, Texas. As an Administrative Customer Coordinator your focus will be on managing customer accounts, creating and handling documents, and facilitating effective communication with customers. This is a contract-to-hire employment opportunity that will allow you to contribute in a significant way to our operations. Responsibilities:• Set up and maintain customer accounts, including locations and contacts.• Communicate with existing clients, keeping ERP system up to date.• Generate and oversee required documentation, such as quote headers, PIFs, sales orders, and order acknowledgments.• Develop quote headers for project leads and jot down detailed follow-up notes on open quotes.• Oversee the booking process for new orders.• Review, complete, and file sales orders and related project information.• Coordinate contracts and change orders, and ensure fully executed versions are filed properly.• Request, maintain, and send insurance certificates and additional documentation as required by contracts.• Dispatch quotes, project info forms, and customer order acknowledgments.• Inform team members about important updates such as newly booked orders.• Ensure orders adhere to booking procedures.• Warmly welcome guests at the office.• Utilize Microsoft Office Suite (Word, Excel, Outlook, Teams), and CRM software proficiently.• Perform any other responsibilities as assigned.

Senior Valuation Analyst We are in the detail-oriented services industry, based in Dallas, Texas, United States, and we're seeking a dedicated Senior Valuation Analyst to join our team. The role involves analyzing financials, tax returns, and other operational data of dental practices to perform financial analysis and estimate values. Responsibilities: • Engage in regular communication with clients to collect pertinent financial details• Conduct thorough financial analysis and valuation of dental practices by interpreting financials, tax returns, and other operational data• Detect patterns and irregularities while reviewing financial data• Develop novel strategies for generating deliverables that answer client queries• Collaborate with our team to provide financial advice or viewpoints based on the conducted financial analysis• Evaluate the economic performance of the clients’ company and the dental industry to produce a comprehensive analysis for use in valuation reports and other written work products• Participate in ad-hoc projects with the team as required• Manage client inquiries and questions in a prompt and detail-oriented manner• Utilize skills in Business Systems, Confluence, CRM, Crystal Reports, Data Mining Techniques, About Time, Accounting Functions, Auditing, Budget Processes, and Capital Management to perform job responsibilities effectively.

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in the retail industry, located in Lewisville, Texas, United States. As a Financial Analyst, you will be involved in a wide range of financial operations including developing and maintaining financial models, creating dynamic dashboards, collaborating with various teams, conducting month-end activities, and performing detailed financial analysis. Responsibilities • Accurately develop and maintain financial models using advanced Excel techniques and PowerBI to aid in budgeting and strategic planning. • Construct and manage dynamic dashboards and visualizations in PowerBI to provide real-time financial insights. • Work in collaboration with cross-functional teams such as supply chain and operations to align financial data and objectives. • Conduct month-end activities including the preparation of financial reports, variance analysis, and communicating the results to shareholders and senior management. • Use budgeting software to assist in the preparation and management of budgets and forecasts, ensuring their accuracy and alignment with the organization's goals. • Carry out detailed financial analysis to identify trends, risks, and opportunities, and present these findings to leadership. • Conduct comprehensive financial analysis including variance analysis and profitability analysis. • Continuously identify and implement improvements to enhance efficiency and effectiveness in financial processes.

Accounting Manager/Supervisor We are in the detail-oriented services industry, based in Dallas, Texas, and we're looking for an Accounting Manager/Supervisor to join our team. In this role, you will engage in a variety of tasks including managing client accounts, handling bookkeeping, payroll and tax services, and preparing financial statements. Responsibilities • Oversee various client accounts assigned to you. • Handle bookkeeping tasks, ensuring all business transactions are recorded accurately. • Manage payroll and tax services for clients. • Prepare financial statements and perform various other accounting and consulting services. • Demonstrate a strong knowledge of tax accounting principles. • Ensure standard accounting processes are followed for recording business transactions into the general ledger. • Perform account reconciliations and work paper preparation. • Prepare and post journal entries as required by the level of engagement. • Adapt your work as required by different levels of engagement. • Analyze financial statements prepared by clients and identify any issues that need to be corrected.

Accounts Receivable Clerk We are offering a contract to permanent position as an Accounts Receivable Specialist with the corporate office of a well established organization in Mansfield, Texas. You will have the opportunity to work in a dynamic environment, where your main duties will revolve around supporting multiple departments from an accounts receivable standpoint and ensuring customer accounts are properly maintained. This role will interview and start immediately - so apply today! Responsibilities:• Accurately process customer credit applications to ensure efficiency in the system• Maintain well-organized and up-to-date customer credit records• Analyze data/documents received prior to entry and reconcile cash receipts against bank reports or payment processor reports• Communicate effectively with the Customer Accounts Department and the Accounting Department• Assist with month-end closing activities to ensure all financial data is accurate• Interact with departmental and other staff on matters affecting data to make recommendations for improvements in job processes• Maintain confidentiality and protect the organization's value by keeping information secure• Continually update job knowledge by participating in educational opportunities• Use various software systems like CRM, ERP, and ADP for financial services• Handle customer inquiries and resolve any issues promptly• Monitor customer accounts and take appropriate action when necessary• Manage cash activity, cash applications, collecting payments, credit card payments, and payment processing.

Bankruptcy Legal Secretary We are offering an exciting opportunity in the legal industry, specifically in the area of bankruptcy law. Based in Dallas, Texas, we are seeking a Bankruptcy Legal Secretary to join our team. This role involves providing comprehensive administrative support, processing legal documents, and maintaining accurate records in a cooperative and positive manner. Our Client, a leading full-service law firm, is looking for an experienced bankruptcy litigation legal assistant to join their team in Downtown Dallas. Legal Assistant candidates must have at least 5 years’ experience supporting litigation attorneys in the bankruptcy section . E-filing with the court systems at the federal level using PACER, strong Microsoft skills, and the ability to work well in a team are required. Our client offers a very competitive pay and a benefits package that includes medical, dental, vision, 401k + match, vacation/sick/personal time off, and work from home days. As a Bankruptcy Legal Assistant, your duties will include:· Provide department support by drafting correspondence, memoranda and other legal documents (i.e. pleadings, briefs, subpoenas, summonses, discovery request)· Prepare files and/or binders for trial, hearings, depositions and meetings.· Manage document databases and coordinate electronic discovery proceedings with litigation support team.· E-file documents in bankruptcy courts using PACER.· Prepare and submit expense reports and attorney billables.· Flexibility to work overtime occasionally.· Other administrative duties as assigned.

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