Top 226 Account representative Jobs in Port Jefferson Ny

Account Services Specialist I
Ultimus Fund Solutions —Hauppauge, NY
- $50,000 - $60,000 a year
- Full-time
- Remote
- Mid-level
- Office
- Analysis skills
- Retirement plan
Quick Apply
Accounts Receivable Biller
St. Johnland Assisted Living —Kings Park, NY
- $60,000 - $65,000 a year
- Full-time
- Skilled nursing facility
- Microsoft Outlook
- Research
- Health insurance
- Dental insurance
Quick Apply
Accounts Receivable Specialist
Zoom North America —Hauppauge, NY
- $55,000 - $65,000 a year
- Full-time
- Background check
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Sales Account Rep – BioPharma (Entry)
Immune Biopharma —Norwalk, CT
- $87,440 - $117,240 a year
- Full-time
- Communication skills
- Marketing
- Entry level
Quick Apply
Patient Account Representative
Med-Metrix —Melville, NY
- $20 - $24 an hour
- Full-time
- Remote
- Customer service
- Basic math
- HIPAA
Dental Patients Accounts Representative
Stony Brook University —Stony Brook, NY
- $45,372 - $49,000 a year
- Online Application
- Spanish
- Customer service
- English
Senior Patient Account Representative
Northwell Health —Melville, NY
- $44,450 - $69,340 a year
- Full-time
- Mid-level
- 3 years
- Team management
Account Representative | Ronkonkoma, NY
TTI, INC. —Ronkonkoma, NY
- $48,000 - $115,000 a year
- Microsoft Excel
- Mid-level
- High school diploma or GED
- Paid jury duty
- Paid parental leave
Accounts Payable Coordinator (Remote)
North American Partners in Anesthesia —Melville, NY
- $19.41 - $26.69 an hour
- Full-time
- Remote
- ERP systems
- Research
- Mid-level
- Health savings account
- AD&D insurance
6d
Commercial lines Account Manager (2-5 years REQ)
Top Tier Consulting LLC —Mount Sinai, NY
- $90,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
12d
Account Services Supervisor
Universal Photonics —Central Islip, NY
- $56,864.27 - $85,000.00 a year
- Full-time
- Background check
- ERP systems
- Mid-level
- Health savings account
- Health insurance
Quick Apply
9d
Bi-Lingual Spanish-Speaking Collections Account Reps
Selip & Stylianou, LLP —Woodbury, NY
- $20 an hour
- Full-time
- Computer literacy
- Office
- Computer skills
- Health insurance
- Dental insurance
Quick Apply
Construction Insurance Broker Account Executive
Confidential —Melville, NY
- From $100,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Medical Billing Accounts Receivable (AR) Representative
Total Orthopedics & Sports Medicine —Syosset, NY
- $25 - $28 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
2d
Accounts Payable Clerk
Concord Management of NY LLC —Huntington Station, NY
- $22 - $27 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Director of Strategic Account Management
Accommodations Plus International —Melville, NY
- $157,000 a year
- Full-time
- Hybrid work
- Sales
- Ability to walk for extended periods
- 5 years
Quick Apply
Insurance Account Representative - State Farm Agent Team Member
Christopher Stewart - State Farm Agent —Huntington, NY
- $17 - $20 an hour
- Part-time
- Spanish
- Office
- High school diploma or GED
- Paid time off
- Opportunities for advancement
Quick Apply
Collections Account Representative
Selip & Stylianou, LLP —Woodbury, NY
- $22 an hour
- Full-time
- Spanish
- Customer service
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Account Representative - State Farm Agent Team Member
Christopher Stewart - State Farm Agent —Huntington, NY
- $17 - $20 an hour
- Part-time
- Spanish
- Office
- High school diploma or GED
- Paid time off
- Opportunities for advancement
Quick Apply
Insurance Commercial Lines Account Executive - Team Leader
SolomonEdwards —Melville, NY
- $175,000 - $200,000 a year
- Email
- Remote
- Bachelor's degree
- Team management
- Travel
- Health insurance
- Dental insurance
Quick Apply

I want to receive the latest job alert for account representative in port jefferson ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

account representative jobs near port jefferson ny

Insurance Account Representative jobs in Huntington, NY

Account Manager jobs in Melville, NY

Patient Accounts Representative jobs in Denver, CO

Patient Care Associate jobs in Brooklyn, NY

Patient Accounts Representative jobs in West Long Branch, NJ

Patient Care Technician jobs in Seattle, WA

Patient Accounts Representative jobs in Tucson, AZ

Patient Accounts Representative jobs in Las Vegas, NV

Patient Care Technician jobs in Norristown, PA

Accounts Receivable Clerk jobs in West Virginia

Accounts Receivable Clerk jobs in Richmond, VA

File Clerk jobs in Jacksonville, FL

Accounts Receivable Clerk jobs in Long Island, NY

Accounts Receivable jobs in Jacksonville, FL

Medical Records Clerk jobs in Baltimore, MD

Accounts Receivable Clerk jobs in Hunt Valley, MD

Medical Records Clerk jobs in San Antonio, TX

Insurance Account Representative jobs in Rock Hill, SC

Remote Insurance jobs in Murfreesboro, TN

Remote Account Manager jobs in Florida

Account Services Specialist I

Ultimus Fund Solutions -
Hauppauge, NY

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Benefits

Retirement plan

Qualifications

Employee relationship building
Financial services
Stakeholder relationship building

Full Job Description

SUMMARY
The Account Services Specialist I is integral to our transfer agency operations, focusing on the creation of new accounts, execution of financial transactions, and meticulous record-keeping for our mutual fund clients. Additionally, this role entails minimal direct client interaction but requires substantial collaboration with internal team members.

KEY ACCOUNTABILITIES

Accurately inputs customer data from applications to set up new accounts.
Manages basic financial operations including redemptions, purchases, exchanges, TIK’s, and account rebalancing.
Executes retirement plan account transactions in line with IRS standards.
Begins incoming transfers by dispatching required documents to the custodian.
Tracks transfer statuses and ensures follow-up until completion.
Oversees shareholder account updates and manages returned mail.
Coordinates with broker-dealers or clients to gather missing account information and seek necessary clarifications.
Connects accounts for rights of accumulation or plans accounts and processes letters of intent.
Accurately prepares and reconciles check deposits.

WORKING RELATIONSHIPS

Engages with clients as necessary for general information, issue resolution, inquiries, or reporting needs.
Maintains daily communication with team members and related departments for inquiry follow-ups and workflow management.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

Bachelor’s degree in business administration or a related field.
1-3 years of experience in client services or a related field.
Background in the financial services industry.
Series 6 license is an asset.
Equivalent education and experience will be considered.

KNOWLEDGE

In-depth understanding of retirement products, including IRA’s, and other plans.
Knowledge of mutual funds and alternative investment offerings.
Microsoft Office Suite.
Adobe Acrobat.

SKILLS AND ABILITIES

Troubleshoots issues utilizing creative and critical thinking skills.
Multitasking, analytical, and organizational skills.
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
Demonstrates personal integrity, responsibility, and accountability.
Effectively uses resources such as time and information in conjunction with associates.
Participates in solving problems and making decisions.
Presents and expresses ideas and information, written and oral, clearly, and concisely.
Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

Quick Apply

Refine Your Search

account representative jobs in port jefferson ny

Account Services Specialist I

Accounts Receivable Biller

Accounts Receivable Specialist

Sales Account Rep – BioPharma (Entry)

Patient Account Representative

Dental Patients Accounts Representative

Senior Patient Account Representative

Account Representative | Ronkonkoma, NY

Accounts Payable Coordinator (Remote)

Commercial lines Account Manager (2-5 years REQ)

Account Services Supervisor

Bi-Lingual Spanish-Speaking Collections Account Reps

Construction Insurance Broker Account Executive

Medical Billing Accounts Receivable (AR) Representative

Accounts Payable Clerk

Director of Strategic Account Management

Insurance Account Representative - State Farm Agent Team Member

Collections Account Representative

Account Representative - State Farm Agent Team Member

Insurance Commercial Lines Account Executive - Team Leader

I want to receive the latest job alert for account representative in port jefferson ny

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected