Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Account Specialist

$24 - $28 per hour

Associa Northern California

With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit Job Description Associais currentlylooking for a Client Account Specialist (CAS)to join our team.The Client Accounting Specialist is an accounting support position in a fast-paced centralizedaccounting services environment providing financial services to community associations. What do we offer? Associa offers a competitive benefits package to our full-time employees including medical, dental, and vision insurance, 401k, disability insurance, and support with wellness and development initiatives and more. We have beendesignatedGreat Place to Work for six consecutiveyearsand many of our locations are awarded as Best and Brightest. Employment Type: Full Time Compensation: $24.00 - $28.00 per hour; depending on experience Location:3021 Citrus Circle, Suite 205, Walnut Creek, CA How will you make an impact? The Client Account Specialist (CAS) helps thecompany grow by: Assisting with in office tasks such as processing checks, by sorting, coding, and filling out ARincome form. Reviewing and approve monthly financial statements for various clients. Monthly reportsconsist of but not limited to, Balance Sheet, Income statement, Monthly Trends,Delinquencies, Prepaid accounts, Bank reconciliation and General Ledger, etc. Answer questions for Community Association Managers (CAM’s) and Board Membersregarding monthly financial statements Manage transition in of new clients, including communicating internally about new clients,setting up bank accounts, closing bank accounts, processing new and updated signaturecards, and budget entry. Oversee and request AP & AR corrections, bank reconciliation, journal entries and accountadjustments. Manage recurring charges, such as homeowner assessments, parking, and storage. Define problems, collect data, establish facts, and draw valid conclusions Attend in person or virtual board meetings as needed Requirements Knowledge of Generally Accepted Accounting Practices (GAAP) and Microsoft Office Experienced in general ledger accounting Ability to read, analyze, and interpret the most complex documents. Ability to respondeffectively to the most sensitive inquiries or complaints. Ability to make effective and persuasive speeches and presentations on controversial orcomplex topics to top management, public groups, and or boards of directors. Experienced in budget implementation Understanding of AP transaction process Understanding of AR transaction process Willingness to grow and take on new projects as needed Partner with multiple stakeholders, for example community managers, vendors, peers,clients. Must be able to prioritize, manage time, and meet deadlines with accuracy and attention todetail Must be able to interpret verbal and/or written instructions at a proficient level. Must be able to communicate effectively and professionally on phone, email, and in-person. Must be able to operate general office equipment (copier, fax, phone systems, etc.). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Account Specialist in Walnut Creek, CA vacancy
  • We are looking for an Accounts Receivable Coordinator to join a legal organization in Walnut Creek, California in a contract capacity with...  ...to determine the correct resolution.• Connect with collectors, clients, insurance carriers, third-party payment processors, and... 
    Suggested
    Permanent employment
    Contract work
    Immediate start

    Robert Half

    Walnut Creek, CA
    2 days ago
  •  ...Training & development Vision insurance ROLE DESCRIPTION: As a Account Representative with Tyler Johnson Insurance - Allstate, you...  ..., and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives... 
    Suggested

    Tyler Johnson Insurance - Allstate

    Walnut Creek, CA
    20 hours ago
  • $70.93k - $88.63k

     ...Wing Assistant - India is seeking an Accounts Specialist in San Mateo County, California. The role is listed as an entry-level, full-time position with responsibilities tied to internet marketplace platforms. Salary ranges from $70,928 to $88,629 per year, reflecting the... 
    Suggested
    Full time

    Wing Assistant - India

    Berkeley, CA
    2 days ago
  •  ...Account Specialist Job Duties: Prepares work to be processed by gathering, sorting, organizing, and recording data, information, and documents. Completes enrollments by analyzing and auditing documents, tapes, and transmissions; researching and resolving processing... 
    Suggested

    TradeJobsWorkforce

    Berkeley, CA
    4 days ago
  • $16.83 - $39.9 per hour

     ...Account Coordinator The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents...  ...the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable... 
    Suggested
    Work at office
    Local area

    Relation Insurance Services

    Pleasant Hill, CA
    20 hours ago
  • Poppy Bank is seeking a Client Service Representative at II/III levels to handle new consumer accounts and basic to complex business accounts. The role requires processing all new account transactions, advising clients on account options, and cross-selling Bank products... 

    Poppy Bank

    Walnut Creek, CA
    2 days ago
  • $59.5k - $89.3k

     ...Field Account Representative Date: Sep 2, 2026 Location: CONCORD, CA, US, 94520-1251 Company: Grainger Businesses Work Location Type: Hybrid Req Number 334411 About Grainger W.W. Grainger, Inc. is a leading broad line distributor with operations primarily in... 
    Full time
    Worldwide
    Night shift

    Grainger

    Concord, CA
    2 days ago
  • $45k - $65k

     ...Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Gail Williams - State Farm Agent, you are vital to our daily business operations... 
    For contractors
    Work at office
    Flexible hours

    State Farm

    Concord, CA
    2 days ago
  •  ...Lazena Kelly-Andrada - State Farm Agent is seeking a competitive Producer to develop client relationships and market insurance products in Berkeley, California. The Insurance Account Representative role focuses on recognizing client needs and maximizing value through effective... 

    Lazena Kelly-Andrada - State Farm Agent

    Berkeley, CA
    1 day ago
  •  ...Account Coordinator Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative... 
    Work at office

    Relation Insurance Services

    Pleasant Hill, CA
    3 days ago
  •  ...output directly drives commission, we'd like to talk. What you'll do Research and identify businesses that fit City Wide's ideal client profile for janitorial and non-janitorial facility services. Execute 50100 outbound touches per day across phone and email.... 

    City Wide Facility Solutions

    Concord, CA
    2 days ago
  • $60k

     ...we're expanding our sales team to support new opportunities and client success. We're looking for a motivated Sales Development...  ...generating and qualifying inbound and outbound leads, helping our Account Managers build relationships with prospective clients, and supporting... 
    Flexible hours

    Safe and Sound Security

    Walnut Creek, CA
    4 days ago
  • $54.9k - $97.87k

     ...visibility role drives the top of our sales funnel: researching accounts, building new relationships, and generating qualified meetings...  ...AEs, and Marketing Support pipeline growth within existing client accounts by partnering with the team to identify expansion opportunities... 
    Full time
    Temporary work
    Work experience placement
    Remote work
    Flexible hours

    Milliman

    Walnut Creek, CA
    2 days ago
  • $60k - $73k

    A specialized fund administration firm is seeking an associate to oversee the accounting for the management companies of various venture capital and private equity funds. The ideal candidate will hold a Bachelor’s Degree in Accounting or Finance and possess 0-1 year of... 

    Standish Management, LLC

    Walnut Creek, CA
    3 days ago
  •  ...provider of specialized fund administration services for private equity funds across North America, seeks an associate to oversee the accounting for management companies of venture capital and private equity funds. You will handle AP/AR, journal entries, bank... 

    Standish Management UK

    Walnut Creek, CA
    3 days ago
  • $25 - $27 per hour

     ...position includes reception, office management, and administrative responsibilities and partners closely with the Human Resources and Accounts Payable departments. What you'll do for us: Oversee administrative and event planning items related to successful operation... 
    Work at office
    Monday to Friday

    Sequoia

    Walnut Creek, CA
    11 hours ago
  •  ...Insurance Account Representative Our successful and growing State Farm agency is looking for a licensed, experienced insurance professional (or someone with transferrable sales and/or account management experience) to join our close-knit team. In this role, you'll combine... 
    Full time
    For contractors
    Work at office

    Mark Hoogs - State Farm Agent

    Moraga, CA
    2 days ago
  • $60k - $80k

     ...looking for a place to grow, give back, and be part of a supportive team, our agency could be the perfect fit! Role Description As Account Representative - State Farm Agent Team Member for Alex Mutch - State Farm Agent, you are vital to our daily business operations and... 
    For contractors
    Work at office
    Local area
    Flexible hours

    Alex Mutch - State Farm Agent

    San Ramon, CA
    4 days ago
  • ## Accounts Payable CoordinatorApplylocations: San Ramon, Californiatime type: Full timeposted on: Posted Todayjob requisition id: R2051580**Location**San Ramon - 12657 Alcosta Blvd, Suite 250**Business**At Brookfield Residential, a leading North American land developer... 
    Work at office

    Brookfield Properties

    San Ramon, CA
    3 days ago
  •  ...Coordinator provides administrative, sales, and relationship support for Account Executives and sales leadership. This role coordinates the...  ..., text campaigns, database outreach, door-knocking campaigns, client education, and other approved business-development activities.... 
    Temporary work
    Work at office
    Local area
    Weekend work
    Afternoon shift
    Early shift

    CrossCountry Mortgage

    Walnut Creek, CA
    4 days ago
  •  ...Job Description Job Description HVAC Service Sales Account Representative Position Summary The HVAC Service Sales Account Representative...  ...Represent the company with professionalism, integrity, and a client service-first mindset. Qualifications ~3+ years of Sales... 
    Work at office

    Legacy Mechanical & Energy Services Inc.

    San Ramon, CA
    10 days ago
  •  ...for advancement Paid time off Training & development Tuition assistance Wellness resources ROLE DESCRIPTION: As an Account Representative - State Farm Agent Team Member for Jeff Flores - State Farm Agency Intern, you are vital to daily business... 
    Internship
    Work at office

    Jeff Flores - State Farm Agency Intern

    Berkeley, CA
    22 hours ago
  •  ...Insurance Account Representative Our successful and growing State Farm agency is looking for a licensed, experienced insurance professional (or someone with transferrable sales and/or account management experience) to join our close-knit team. In this role, you'll combine... 
    Full time
    For contractors
    Work at office

    Mark Hoogs - State Farm Agent

    Moraga, CA
    1 day ago
  • $16.9 per hour

     ...class. Please be aware that smoking is prohibited in all indoor areas of Barry’s studios and corporate offices. About the Role Client Specialists are the first line of contact at all Barry’s studios. As such, they are well-versed in all aspects of our business complying... 
    Hourly pay
    Full time
    Part time
    Local area
    Shift work
    Night shift
    Weekend work
    Day shift
    Afternoon shift

    Barry’s Bootcamp

    Walnut Creek, CA
    4 days ago
  •  ...in Walnut Creek, CA seeks an experienced banking professional to join our team. You will open consumer and small business accounts, assist clients with banking products, and cross-sell opportunities while delivering exceptional service. In this role you will process teller... 

    ActOne Group

    Walnut Creek, CA
    2 days ago
  • $80k

     ...recruiting and the fundamentals of sales, including prospecting, client engagement, req qualification and delivery. The Sales...  ...process. The Sales Development Representative must identify target accounts in defined territory and make cold calls to set meeting at perspective... 
    Hourly pay
    For contractors
    Internship

    Aerotek

    Emeryville, CA
    3 days ago
  • $88.8k - $102.1k

     ...care about. Armanino is proud to be among the top 20 largest accounting and consulting firms in the nation and one of the best places...  ...service-line leaders. Collaborate with Business Development, Client Management, Firmwide Account Management, Marketing, Partners, and... 
    Contract work
    Local area
    Flexible hours

    Armanino

    San Ramon, CA
    1 day ago
  • $50k - $80k

     ...understand how EverTutor can deliver high-impact tutoring that scales. This is a strategic, consultative sales role with a clear path to Account Executive and, longer term, Head of Sales. Key responsibilities include: Own outbound prospecting for K12 districts, charters... 
    Work at office
    Remote work

    Sigiq.ai

    Berkeley, CA
    2 days ago
  •  ...leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge...  ...products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that... 
    Work at office
    Relocation package

    Lazena Kelly-Andrada - State Farm Agent

    Berkeley, CA
    4 days ago
  •  ...development Flexible schedule Health insurance Role Description At Alex Mutch - State Farm Agent, we are looking for a motivated Insurance Account Representative - State Farm Agent Team Member who is eager to contribute to the continued success of our agency. In this role, you’... 
    Work from home
    Flexible hours

    Alex Mutch - State Farm Agent

    San Ramon, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Account Specialist. Be the first to apply!