OTC Clerk jobs in California

OTC Clerk monitors stock trades, assists with stock contracts, and ensures accurate stock prices in the over-the-counter market. Keeps stock trading records and resolves any trade discrepancies. Being an OTC Clerk may require an associate degree. Typically reports to a supervisor or manager. The OTC Clerk works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an OTC Clerk typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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OTC Specialist
  • Kyriba
  • UNKNOWN, CA FULL_TIME
  • It's fun to work in a company where people truly BELIEVE in what they're doing!

    We're committed to bringing passion and customer focus to the business.
    About Kyriba
    Kyriba empowers CFOs and their teams to transform how they activate liquidity as a dynamic, real-time vehicle for growth and value creation, while also protection against financial risk. Kyriba’s pioneering Active Liquidity Network connects internal applications for treasury, risk, payments and working capital with vital external sources such as banks, ERPs, trading platforms, and market data providers.
    About the role
    The OTC Collector is responsible for meeting Collection goals and using the NetSuite dashboard, ticketing, and dunning tools. The position is responsible for researching, reconciling, solving, and shepherding customer disputes, related payment blockers, and unapplied transactions. The Collector will leverage reports to run meetings, bridging internal and external stakeholders. Route or resolve customer-related change requirements.
    You are:
    • The subject matter expert in onboarding requirements.
    • Cash Applications
    • Customer set-up.
    • Tax approval process.
    • Chasing customer for PO.
    This position is critical in identifying and validating all customer set-up and flow between systems. This position collects and works with the team to meet collection goals.
    Essential duties and responsibilities
    • Customer Collections
      • Maintain customer emails and up to date invoice status within NetSuite.
      • Drive and solve payment blockers.
      • Participate and or drive meetings as needed.
      • Follow collections escalation process.
      • Follow dispute resolution ticketing process.
    • NetSuite cash application
      • Post daily cash
      • Clean customer account
      • Action/research unapplied cash, CMs, short pays and misc. overpayments
    • Meet or exceed monthly/quarterly performance objectives related to process service levels, accuracy rate, first-time issue resolution, transaction volume, and attendance.
    • Maintain a shared log of critical issues to be resolved and track related IT tickets.
    • Maintain audit records between all systems.
    • Month-end accounting processes following Kyriba's close calendar, including reporting or related slides as assigned.
    • Assist with customer portal loads and portal Set-ups.
    • Prepare adequate files for internal and external auditors and assist during the audit.
    • Prompt reply to internal/external emails, including "alias" accounts, emails, slack etc.
    • Contribute and cover across regions, cash application, account recons, as needed, knowledge transfer (onboarding, vacation, cross-training, etc.)
    • Assist in special projects as needed.
    Education, experience and skills
    • Education: Minimum Associates Degree, Preferred College Degree
    • Salesforce and Netsuite experience required
    • Excellent written and verbal communication skills in English
    • Minimum 10 years collections
    • High volume data entry experience with excellent attention to detail.
    • Ability to communicate clearly and effectively in a cross functional team environment.
    • Sound judgment in resolving issues or making recommendations. Possess above average analytical skills, comprehension, and problem-solving skills.
    • Proficiency in the use of the Microsoft Office or Google software suite. Intermediate level, Microsoft Excel skills required.
    • Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary internal and external customer service
    • Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
    • Ability to balance multiple priorities. Outstanding cross-functional skills
    Base compensation for this role is: $62,000.00 - $92,200.00 annual salary. In addition to the base pay this position includes a variable compensation. The role might also be potentially eligible to long term Incentive. The final package may vary and will be determined by various factors including candidate profile and ideal qualifications as well as specific cost of living circumstances in some specific locations.
    Comprehensive benefits package may be found here:
    www.kyriba.com/company/careers/benefits/
    Kyriba believes that everyone has the ability to make an impact, and we are proud to be an equal opportunity employer committed to providing employment opportunity regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, citizenship, and genetic information. See
    EEO is the Law
    .
    If reasonable accommodation is needed to participate in the job application or interview process and/or to perform essential job functions, please send an email to
    HR_NORAM@kyriba.com
  • 19 Days Ago

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SAP OTC Analyst: 24-01572
  • Akraya Inc.
  • Santa Clara, CA FULL_TIME
  • Job DetailsPrimary Skills: SAP, EDI, Pricing, Configuration, Integrations,Order-to-CashContract Type: W2 OnlyDuration: 4 monthsLocation: Santa Clara, CAPay Range:$80 - $84 per hourGrow your skills by ...
  • 2 Days Ago

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SAP OTC Analyst
  • EITAcies, Inc.
  • Santa Clara, CA FULL_TIME
  • Job DetailsAbout US : Since 2008, EITACIES has been a beacon of innovation, crafting tailored tech solutions. From humble beginnings, we've grown globally, nurturing client relationships and adapting ...
  • 3 Days Ago

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OTC Strategy and Operations Manager
  • Databricks Inc
  • San Francisco, CA FULL_TIME
  • Job DetailsREQ ID - GAQ225R98TAG: BillingLocation: San Francisco, CA; Mountain View, CA; While candidates in the listed location(s) are encouraged for this role, candidates in other locations will be ...
  • 7 Days Ago

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SAP OTC Analyst
  • Spire Systems
  • Santa Clara, CA CONTRACTOR
  • Job ID 31294926This is a W2 position so looking for only Green Card/US Citizens/ EAD who can come on our W2 5 days onsite position in Santa Clara.12 months extendable ContractWe are seeking a consulta...
  • Just Posted

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Permit Runner (OTC)
  • ARCXIS
  • Santa Clara, CA FULL_TIME
  • DescriptionThis position is remote.Company Overview:ARCXIS (Houston, Texas), is the largest provider of inspection, design, engineering, and quality assurance services for the U.S. residential constru...
  • 24 Days Ago

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Administrative Support Clerk
  • Amentum
  • Fort Worth, TX
  • *Contingent upon contract award* Located near DFW Airport (south) **Position Summary:** Provide support for the customer...
  • 6/11/2024 12:00:00 AM

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Clerical Administrative Assistant
  • New York City, NY
  • New York, NY
  • Under supervision, performs clerical and related work with limited latitude for independent judgment: we are seeking an ...
  • 6/11/2024 12:00:00 AM

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Office Clerk
  • Manpower
  • Edinburgh, IN
  • Part-Time Administrative Assistant Our client, in Edinburgh is seeking a Part-Time Administrative Assistant to join thei...
  • 6/11/2024 12:00:00 AM

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Administrative Support Clerk
  • KACE
  • Dulles, VA
  • **THIS POSITION IS CONTINGENT UPON AWARD OF CONTRACT** TITLE: Administrative Support Clerk LOCATION: Dulles, VA and Fort...
  • 6/10/2024 12:00:00 AM

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Administrative Support Clerk
  • KeyStaff, Inc
  • Naples, FL
  • Job Description Job Description We have an immediate need for an Administrative Support Professional within our Collier ...
  • 6/7/2024 12:00:00 AM

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Administrative Assistant (Administrative Support III)
  • Johnson County (KS)
  • Olathe, KS
  • Overview A career with Johnson County Government is more than just a job, it is an opportunity to serve a diverse and ex...
  • 6/7/2024 12:00:00 AM

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Administrative Support Specialist
  • Securitas Inc.
  • Spokane, WA
  • Administrative Support Specialist - Now Hiring! Location: Spokane Valley, WA Starting Pay: $18.00-$20.00/hour Schedule: ...
  • 5/9/2024 12:00:00 AM

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Administrative Support Specialist
  • Securitas Inc.
  • Spokane Valley, WA
  • Administrative Support Specialist - Now Hiring! Location: Spokane Valley, WA Starting Pay: $18.00-$20.00/hour Schedule: ...
  • 5/9/2024 12:00:00 AM

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for OTC Clerk jobs
$55,270 to $67,000

OTC Clerk in Spokane, WA
The Narragansett Town Clerk's office is the official repository for all ordinances, resolutions and official documents related to the Narragansett town government.
February 12, 2020
OTC Clerk in Racine, WI
Relationships Clerk (Pharmacy) receives direction from the Pharmacy Manager and Pharmacist.
December 02, 2019
OTC Clerk in Abilene, TX
Based on our compensation data, the estimated salary potential for OTC Clerk will increase 16 % over 5 years.
December 14, 2019