Specialty Accounts RepresentativeVirtualVocations • Fort Myers, Florida, United States
Specialty Accounts Representative
VirtualVocations • Fort Myers, Florida, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Specialty Accounts Representative.
Key Responsibilities
Maintain and close Individual Retirement Accounts, ensuring compliance with laws and assisting members with transactions
Manage deceased member accounts, communicating with survivors and adhering to legal requirements
Assist members with Health Savings Accounts and review various specialty accounts for accuracy and compliance
Required Qualifications, Training, and Education
1+ years of related experience is required
IRA and HSA certifications preferred, with the ability to acquire certifications in the future
Knowledge of applicable laws, rules, and regulations regarding IRAs and HSAs
Ability to organize work, establish priorities, and understand financial products and services
Capability to verify the authenticity of documents related to Specialty Accounts
[job_alerts.create_a_job]
Account Representative • Fort Myers, Florida, United States
[internal_linking.similar_jobs]
Cintas is seeking a Customer Service Representative to provide customer service to both our internal partners and our external customers through various activities.
Duties include, but are not limit...[show_more]
Member Services Representative.The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness m...[show_more]
Join American Oncology Network's Transition Team as we continue to grow all over the US! This position does.Subject matter expert and trainer on transition issues related to front desk operations o...[show_more]
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
At Schwab, you're empowered to make an impact on your career.Here, innovati...[show_more]
The Account Executive role is a sales role responsible for contract value retention as well as growth through contract expansion by introducing new products and services.
The territory for this role...[show_more] Are you looking for a dynamic career with excellent advancement potential at a global market leader? If so, consider Gartner, the world's leading research and advisory company, serving C-suite lead...[show_more] 
Customer Service Representative.Cintas is seeking a Customer Service Representative to provide customer service to both our internal partners and our external customers through various activities.D...[show_more] The Account Executive is a field sales role responsible for client retention and growth.Account Executives build trust-based relationships with C-Level Executives and their teams.They understand th...[show_more] The Account Executive role is a sales role responsible for contract value retention as well as growth through contract expansion by introducing new products and services.
The territory for this role...[show_more] 
Are you looking to join Florida’s fastest growing mechanical contracting team? .Great Place to Work certification, is seeking an experienced and dedicated.
Accounts Receivable Specialist.Why Choose ...[show_more]
FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...[show_more]
The salary range for this role is.This position is also eligible for incentive pay based on performance.Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collectio...[show_more]
As an Account Executive, you'll play a pivotal role in helping physicians adopt groundbreaking technology that redefines heart health diagnostics.
You will be responsible for prospecting, building r...[show_more]
Title : Account Associate – Employee Benefits.Level-Funded and Self-Funded Plans .Please note : If this position is posted as either fully remote and / or hybrid, in accordance with company policy, ind...[show_more]
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you!...[show_more]
Recruitment Incentive : Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements.
Click apply for complete details on the recruitment incentive detail...[show_more]
Neurocrine Biosciences Sales Representative.At Neurocrine Biosciences, we pride ourselves on having a strong, inclusive, and positive culture based on our shared purpose and values.We are dedicated...[show_more] As an Accounts Payable Analyst, you will play a vital role in managing our extensive accounts payable operations, ensuring accuracy and efficiency in all financial transactions.You will be responsi...[show_more]
Account Specialist
Cintas • Fort Myers, FL, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Member Services Representative
Planet Fitness • Fort Myers, FL, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Patient Services Specialist Transition Associate
American Oncology Management Company • Fort Myers, FL, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Investment Consultant - Fort Myers, FL
Charles Schwab • Fort Myers, Florida, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Account Executive, Midsize Enterprise
Gartner • Fort Myers, FL, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Account Executive, LE GTS- Strategic Accounts
Gartner • Fort Myers, FL, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Account Specialist
Florida Staffing • Fort Myers, FL, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Account Executive, Large Enterprise
Gartner • Fort Myers, FL, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Account Executive, GTS Midsize Enterprise
Gartner • Fort Myers, FL, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Accounts Receivable Specialist
B & I Contractors, Inc • Fort Myers, FL, US
[job_card.full_time]
[last_updated.last_updated_30]
Remote Opportunity - Explore Side Hustles & Earn Extra Income
Finance Buzz • Cape Coral, Florida, US
[filters.remote]
[job_card.temporary]
[last_updated.last_updated_30] • [promoted]
Customer Accounts Advisor
Aarons • FORT MYERS, FL, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Account Executive
Syneos Health / inVentiv Health Commercial LLC • Fort Myers, FL, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Account Associate - Employee Benefits - Remote
Insurance Office of America • Fort Meyers, FL, US
[job_card.full_time]
[last_updated.last_updated_30]
Account Manager - State Farm Agent Team Member
Joel Hinman - State Farm Agent • Fort Myers, FL, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Special Agent, $40,000 Recruitment Incentive
The United States Secret Service • Fort Myers, FL, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
NeuroPsych Account Specialist - Tri-Cities TN
Neurocrine Biosciences • Cape Coral, FL, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Accounts Payable Analyst
American Oncology Management Company • Fort Myers, FL, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]