account associate

State Farm

<div><div><div><b>Benefits:</b></div>
<ul><li>Bonus based on performance</li>
<li>Competitive salary</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training &amp; development</li>
</ul></div><div><div><b>ABOUT OUR AGENCY:</b><br>
Our agency opened in July 2016 and is home to a team of four. I&rsquo;m a second-generation State Farm agent, proudly continuing a family legacy that began 47 years ago at this very location. Before taking over the agency, I worked at a startup in California, helping grow it into a multi-million-dollar company specializing in packaging products.<br>
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I graduated from a local college where I met my wife. Together, we&rsquo;re raising three children, one in college at University of Washington and the other two are still in high school. I love the outdoors, skiing, mountain biking, and cycling, and I&rsquo;m deeply involved in my church and several local nonprofits.<br>
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We offer a casual office environment, PTO, team events and lunches, team-building activities, and birthdays off. We make it a priority to celebrate milestones and achievements together as a team.<br>
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Our culture is close-knit and relationship-driven, centered around a simple motto: &ldquo;Truly caring and serving customers with empathy and genuine care.&rdquo; We work hard, play hard, and keep things fun &mdash; I&rsquo;m known for my sense of humor and for leading with heart. We&rsquo;re looking for team members who are sincere, kind, driven, and genuinely care about making a difference in the lives of others.<br>
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<b>ROLE DESCRIPTION:</b><br>
As Account Associate - State Farm Agent Team Member for Brian Pepelnjak - State Farm Agent, you are vital to our daily business operations and customers&rsquo; success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.<br>
<br>
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.<br>
<br>
<b>RESPONSIBILITIES:</b>
</div><ul><li>Manage customer accounts and update information in the database.</li>
<li>Assist customers with policy changes and inquiries.</li>
<li>Process insurance claims and follow up with customers on claim status.</li>
<li>Coordinate with underwriters to ensure timely policy issuance.</li>
</ul><div><b>QUALIFICATIONS:</b></div>
<ul><li>Strong organizational skills and attention to detail.</li>
<li>Excellent customer service and communication skills.</li>
<li>Previous experience in insurance or a related field preferred.</li></ul></div></div><div></div>

Account Associate - State Farm Agent Team Member

<div><div><div><b>Benefits:</b></div>
<ul><li>License reimbursement</li>
<li>401(k)</li>
<li>Bonus based on performance</li>
<li>Competitive salary</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training &amp; development</li>
</ul></div><div><div><b>ABOUT OUR AGENCY:</b><br>
I opened my first agency in 2011 and expanded with a second location in 2021. Today, our team includes 11 members working together across both offices. My journey with State Farm started as an intern, then a full-time team member while earning my MBA, and shortly after, I became an agent. That experience shaped how I lead today - with a strong focus on growth, teamwork, and long-term success.<br>
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I attended Stephen F. Austin State University and grew up in the Duncanville area. I&rsquo;ve been married for 15 years, and my wife and I have four kids who keep life busy and fun outside the office. Family is a big part of who I am, and that same family-style approach carries into our office culture.<br>
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Our team works closely together, celebrates wins, and makes time for outings and events that build strong relationships. We&rsquo;re looking for someone who is hungry, positive, outgoing, and growth-oriented - someone who brings energy to the team and is excited to perform at a high level.<br>
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For our team, we offer PTO and paid holidays, a 401k, health benefits, work-life balance, and licensing reimbursement. If you&rsquo;re looking for a place where you can grow with a supportive, high-energy team, this could be the right opportunity for you.<br>
<br>
<b>ROLE DESCRIPTION:</b><br>
As Account Associate - State Farm Agent Team Member for Rick Smith - State Farm Agent, you are vital to our daily business operations and customers&rsquo; success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
<br>
<br>
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.<br>
<br>
<b>RESPONSIBILITIES:</b>
</div><ul><li>Manage customer accounts and update information in the database.</li>
<li>Generate leads and actively pursue new business opportunities.</li>
<li>Educate clients about insurance products and recommend appropriate coverage options.</li>
<li>Coordinate with underwriters to ensure timely policy issuance.</li>
</ul><div><b>QUALIFICATIONS:</b></div>
<ul><li>Strong organizational skills and attention to detail.</li>
<li>Excellent customer service and communication skills.</li>
<li>Previous experience in insurance or a related field preferred.</li></ul></div></div>

<div><div><div><b>Benefits:</b></div>
<ul><li>License Reimbursement</li>
<li>Bonus based on performance</li>
<li>Competitive salary</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training &amp; development</li>
</ul></div><div><div><b>ROLE DESCRIPTION:</b><br>
As Account Associate - State Farm Agent Team Member for Joe Mattera - State Farm Agent, you are vital to our daily business operations and customers&rsquo; success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
<br>
<br>
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.<br>
<br>
<b>RESPONSIBILITIES:</b>
</div><ul><li>Manage customer accounts and update information in the database.</li>
<li>Assist customers with policy changes and inquiries.</li>
<li>Oversee the resolution of complex customer issues.</li>
<li>Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.</li>
</ul><div><b>QUALIFICATIONS:</b></div>
<ul><li>Strong organizational skills and attention to detail.</li>
<li>Excellent customer service and communication skills.</li>
<li>Previous experience in insurance or a related field preferred.</li></ul></div></div>

Applied Medical

<div>_________________________________________________________________________________:<div></div><div><br>
Applied Medical is a new generation medical device company with a proven business model and commitment to innovation that has fueled our rapid business growth and expansion. Applied Medical has recently launched a new line of products in a major category for both minimally invasive and open abdominal surgery. Applied Medical has been developing and manufacturing advanced surgical technologies for more than 30 years, and has earned a strong reputation in healthcare. Our dedication to delivering the highest quality products combined with our unique business model allows our team members the ability to truly partner with hospital accounts and contribute in a larger capacity than is possible in most sales positions.</div>
Position Description:
<p>
As an Account Manager Associate in the Fairfield, CA &amp; surrounding area, you will be responsible for working within the framework of a team and performing the following activities:</p><ul><li>
Exceed quota expectations as established by management</li><li>
Manage the full breadth of products in your territory</li><li>
Establish and maintain strong relationships and contacts in assigned accounts</li><li>
Provide the highest levels of support and service to your accounts</li></ul>
Position Requirements:
<p>
This position requires the following skills and attributes:</p><ul><li>
2+ years of medical/surgical device sales experience</li><li>
Experience calling on surgeons, OR directors, nurse managers, clinical coordinators, nurse educators, and materials management administrators</li><li>
Professional sales experience with formal sales training</li><li>
Proven goal oriented, self-starter with a strong entrepreneurial drive</li><li>
Excellent written, verbal and interpersonal communication skills</li><li>
Demonstrated performance record with clear documentation of success</li><li>
Strong relationships and understanding of the market</li><li>
Must live in the geographical location of the position or be willing to relocate</li><li>
4 year degree</li><li>
Applied Medical Field Team Members must be able to meet third party credentialing requirements, which may include but are not limited to COVID-19 vaccination.</li></ul>
Benefits:
<div>
The base compensation range for this role is $65000 - $80000 / year for the position in this location. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. The range displayed reflects the minimum and maximum target for new hire salaries in this specific geographic area based on the date of this job posting. Your recruiter can share more about the specific salary range and bonus/commission compensation package during your hiring process.</div><div></div><div><br>
Please understand that the compensation range may be modified in the future. Each amount of pay is considered to be wages or compensation once such amount is earned and determinable. The amount and availability of any bonus, commission, benefit or any other form of compensation may be modified at the Company&rsquo;s sole discretion, consistent with the law.</div><div></div><div><br>
Our total reward package also includes the following:
</div><ul><li>Training and mentorship with ongoing learning and development courses</li><li>
Comprehensive medical and dental and vision coverage</li><li>
Education reimbursement program</li><li>
401(k) program with discretionary employer match</li><li>
Generous vacation accrual and paid holiday schedule</li></ul><div>
All compensation and benefits are subject to the requirements and restrictions set forth in the applicable plan documents and any written agreements between the parties.</div><div></div><div><br>
Equal Opportunity Employer</div><div>
Applied Medical is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), or sexual orientation, or any other status protected by federal, state or local laws in the locations where Applied Medical operates.</div></div>

Account Manager Associate - Fairfield, CA

Stifel

<div>Why Stifel:
<div>
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.</div><div></div><div><br>
Let&rsquo;s talk about how you can find your place here at Stifel, <b>where success meets success</b>.</div>
What You'll Be Doing:
<div>
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).</div>
What We're Looking For:
<ul><li>Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.</li><li>
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.</li><li>
Provide quotes and other account-related information to assist clients.</li><li>
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.</li><li>
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).</li><li>
Provide reports and other information to FA(s), as requested.</li><li>
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.</li><li>
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.</li><li>
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.</li><li>
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.</li></ul>
What You'll Bring:
<ul><li>Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.</li><li>
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.</li><li>
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.</li><li>
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.</li><li>
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.</li><li>
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.</li></ul>
Education &amp; Experience:
<ul><li>Minimum Required: High School Diploma or equivalent</li><li>
Minimum Required: 2 years investment industry experience</li></ul>
Licenses &amp; Credentials:
<ul><li>Minimum Required: Series 7 and 63 or 66</li></ul>
Systems &amp; Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook.</li></ul>
About Stifel:
<div>
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients&rsquo; money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.</div><div></div><div><br>
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let&rsquo;s talk about how you can find your place here at Stifel, where success meets success.</div><div></div><div><br>
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.</div><div></div><div><br>
Stifel is an Equal Opportunity Employer.</div></div>

Registered Client Service Associate

Accounts Automated (BPO/Outsourcing)

<p><b>About Us</b></p><p>We are a growing Australian-centric accounting firm providing specialized bookkeeping, taxation, payroll, and advisory services to a diverse portfolio of SMEs across Australia. We pride ourselves on using a modern, cloud-based tech stack to deliver high-quality compliance and advisory support. We are seeking a detail-oriented Accounts Associate to join our team and act as a bridge between our trainees and senior management.</p><p><b>About the Role</b></p><p>As an Accounts Associate, you will take ownership of a dedicated client portfolio. You will move beyond basic data entry to handle complex reconciliations, BAS/IAS preparation, and end-to-end payroll. You will also play a pivotal role in mentoring our Accounts Trainees, ensuring that the foundational work meets the high standards required for Australian statutory reporting.</p><p><b>Key Responsibilities</b></p><ul><li><b>Portfolio Management:</b> Manage day-to-day bookkeeping for a suite of Australian clients, ensuring &quot;real-time&quot; data accuracy.</li><li><b>BAS &amp; Compliance:</b> Prepare Business Activity Statements (BAS) and Installment Activity Statements (IAS), ensuring correct GST, WET, or Luxury Car Tax treatment where applicable.</li><li><b>Mentorship:</b> Supervise and review the work of Accounts Trainees, providing technical guidance on Australian coding and compliance.</li><li><b>Advanced Reconciliations:</b> Perform complex balance sheet reconciliations, including inter-company accounts and loan accounts.</li><li><b>AU Payroll &amp; STP:</b> Manage end-to-end payroll, ensuring compliance with Single Touch Payroll (STP) Phase 2, Superannuation Guarantee, and WorkCover requirements.</li><li><b>Year-End Prep:</b> Assist in preparing year-end workpapers and draft financial statements to a &quot;Partner-ready&quot; standard.</li><li><b>Process Optimization:</b> Identify and implement Xero apps or workflow automations (e.g., Dext, Hubdoc, or Ignition) to improve efficiency.</li><li><b>Client Communication:</b> Act as a primary point of contact for routine client queries regarding their accounts and ATO lodgment deadlines.</li></ul><p><b>About You</b></p><ul><li><b>Education:</b> Bachelor&rsquo;s degree in Accounting/Finance; ACCA/CA/CPA (Qualified or Finalist).</li><li><b>Experience:</b> 1&ndash;2 years of experience in an accounting firm, specifically working on Australian client files.</li><li><b>Technical Mastery:</b> Advanced proficiency in Xero (Xero Advisor Certification is a major plus) and MS Excel.</li><li><b>AU Knowledge:</b> Solid understanding of the Australian Tax Office (ATO) compliance calendar, GST legislation, and the AU Financial Year (July&ndash;June).</li><li><b>Leadership:</b> Natural ability to mentor juniors and catch errors before they reach the manager level.</li><li><b>Communication:</b> High-level professional English, with the ability to explain financial concepts clearly to Australian business owners.</li></ul><p><b>What We Offer</b></p><ul><li><b>Technical Growth:</b> Direct exposure to complex Australian tax structures and advisory work.</li><li><b>Leadership Path:</b> A clear trajectory toward a Senior Associate or Assistant Manager role.</li><li><b>Modern Environment:</b> A firm that values automation and cloud-based efficiency over manual entry (Xero, Hubdoc, SuiteFiles).</li><li><b>Work-Life Balance:</b> Early shift (7:00 AM &ndash; 4:00 PM) aligning with Australian business hours, leaving your afternoons free.</li></ul><p><b>Location</b>: Fairways Commercial, Defence Raya, DHA Phase 6, Lahore<br/><b>Job Type:</b> Full-time<br/><b>Work Location: </b>In person</p><p>Work Location: In person</p>

Accounts Associate

Rexen Consultancy

<p>We are looking for a detail-oriented and motivated <b>Accounts Associate</b> to join our growing finance team. The role involves bookkeeping and end-to-end management of client accounts, including UK and TR-based clients. This is a great opportunity for individuals looking to grow their accounting career in a dynamic and supportive environment.</p><p><b>Key Responsibilities:</b></p><ul><li>Perform day-to-day bookkeeping and accounting reports and other tasks</li><li>Manage accounts for UK and TR (Turkey) clients</li><li>Prepare and maintain financial records, including ledgers, invoices, and bank reconciliations</li><li>Assist in the preparation of monthly, quarterly, and annual financial reports</li><li>Liaise with clients and internal teams to ensure accuracy and timeliness of financial data</li><li>Contribute to process improvements and efficient workflow management</li></ul><p><b>Requirements:</b></p><ul><li>ACCA Part-Qualified or Fully Qualified</li><li>1&ndash;2 years of accounting experience preferred</li><li>Fresh graduates with strong academic records are encouraged to apply</li><li>Proficiency in accounting software (e.g., Microsoft Dynamics, Xero, Sage, or similar) is an advantage</li><li>Strong analytical skills and attention to detail</li><li>Good communication skills and a proactive attitude</li></ul><p>Job Type: Full-time</p><p>Application Question(s):</p><ul><li>Are you currently living in Islamabad/Rawalpindi?</li></ul><p>Experience:</p><ul><li>relevant: 1 year (Preferred)</li></ul><p>Work Location: In person</p>

Accounts Associate (ACCA)

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4050 account associate jobs Near Me

Account Associate - State Farm Agent Team Member

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Account Associate - State Farm Agent Team Member

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Accounts Associate

Accounts Associate (ACCA)