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SENIOR SPECIALIST - ACCOUNTS RECEIVABLE
Job Field: Legal Jobs
Location: San Francisco, CA
Salary: $Not stated
Location: San Francisco, CA
Salary: $Not stated
JOB SUMMARY:
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<tr><td valign="top" width="450"><b>Senior Specialist - Accounts Receivable Job ID: 1002-9748 Description:Sr. Specialist, Accounts ReceivableSan Francisco, CAABOUT SCHWAB: Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients'' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.For more information about life at Schwabclick here.The Third Party Funds group is responsible for the continuous offering of thousands of mutual funds to clients of Schwab’s various businesses. Serving individual investors, registered investment advisors (RIAs), retirement plans, and other institutional clients, the third party fund platforms are a centralized and shared resource for the firm. The National Accounts group within Third Party Funds is responsible for establishing and maintaining business relationships with these third party mutual fund providers. The group facilitates the addition and ongoing offering of funds in a manner that is consistent with Schwab’s guidelines, satisfies ongoing client demand, and generates appropriate revenue.Brief Description of Role:The Senior Specialist/Accounts Receivable will work at the direction of the Sr. Manager for the area. Responsibilities include but are not limited to:* Establish rules in the billing system to create invoices based on contracts. * Identify and apply wire payments on a daily basis in PeopleSoft.* Monitor the aging of receivables and initiate collection procedures and all follow-up with fund companies, transfer agents and advisors.* Research and resolve problems or escalate when appropriate.* Manage relationships with internal partners, including Relationship Managers, Contract Administration, Fund Adds Administration, Cash Control, Corporate Accounting and Finance regarding all aspects of billing and collection of fees from third party partners. * Act independently to obtain information needed to answer questions, requiring minimal supervisor involvement.Technical/Functional Qualifications:* Bachelor’s Degree preferred.* At least 3 – 5 years finance industry and/or finance related work experience.* Knowledge of mutual funds and ETFs preferred.* Extensive knowledge of Excel.* Excellent oral and written communications skills.* Ability to communicate effectively, both verbally and in written form, with all levels of management and build effective working relationships with business partners.* Exercise initiative and judgment in daily activities.Job Specifications:Relocation Offered? NoWork Schedule DaysLanguages English - spokenCurrent Licenses / Certifications NoneRelevant Work Experience Accounting and Finance-2-5 yrs, Financial Services-2-5 yrsPosition Located In CA - San FranciscoEducation BA/BSJob Type Full TimeLogin | Help
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<tr><td valign="top" width="450"><b>Senior Specialist - Accounts Receivable Job ID: 1002-9748 Description:Sr. Specialist, Accounts ReceivableSan Francisco, CAABOUT SCHWAB: Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients'' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.For more information about life at Schwabclick here.The Third Party Funds group is responsible for the continuous offering of thousands of mutual funds to clients of Schwab’s various businesses. Serving individual investors, registered investment advisors (RIAs), retirement plans, and other institutional clients, the third party fund platforms are a centralized and shared resource for the firm. The National Accounts group within Third Party Funds is responsible for establishing and maintaining business relationships with these third party mutual fund providers. The group facilitates the addition and ongoing offering of funds in a manner that is consistent with Schwab’s guidelines, satisfies ongoing client demand, and generates appropriate revenue.Brief Description of Role:The Senior Specialist/Accounts Receivable will work at the direction of the Sr. Manager for the area. Responsibilities include but are not limited to:* Establish rules in the billing system to create invoices based on contracts. * Identify and apply wire payments on a daily basis in PeopleSoft.* Monitor the aging of receivables and initiate collection procedures and all follow-up with fund companies, transfer agents and advisors.* Research and resolve problems or escalate when appropriate.* Manage relationships with internal partners, including Relationship Managers, Contract Administration, Fund Adds Administration, Cash Control, Corporate Accounting and Finance regarding all aspects of billing and collection of fees from third party partners. * Act independently to obtain information needed to answer questions, requiring minimal supervisor involvement.Technical/Functional Qualifications:* Bachelor’s Degree preferred.* At least 3 – 5 years finance industry and/or finance related work experience.* Knowledge of mutual funds and ETFs preferred.* Extensive knowledge of Excel.* Excellent oral and written communications skills.* Ability to communicate effectively, both verbally and in written form, with all levels of management and build effective working relationships with business partners.* Exercise initiative and judgment in daily activities.Job Specifications:Relocation Offered? NoWork Schedule DaysLanguages English - spokenCurrent Licenses / Certifications NoneRelevant Work Experience Accounting and Finance-2-5 yrs, Financial Services-2-5 yrsPosition Located In CA - San FranciscoEducation BA/BSJob Type Full TimeLogin | Help
KEY REQUIREMENTS:
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