KBW Financial Staffing & Recruiting · 1 day ago
AR Membership Specialist
KBW Financial Staffing & Recruiting is a large, mission-driven organization seeking an Accounts Receivable / Membership Specialist to join their team. This role focuses on billing, customer service, and membership data maintenance for a high-volume subscriber base.
CrowdfundingFinancial ServicesHuman Resources
Responsibilities
Maintain and update membership, billing, and demographic data
Handle inbound member inquiries related to billing and account status
Process dues, prepare deposits, and support AR-related activities
Generate reports and audit membership data for accuracy
Upload and maintain electronic files in internal databases
Qualification
Required
3–5 years of billing, AR, or membership data experience
Strong customer service skills with experience speaking directly with clients
High attention to detail and accurate data entry abilities
Proficiency in Microsoft Excel (used heavily as a data tool)
Strong verbal and written communication skills
Company
KBW Financial Staffing & Recruiting
KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.