Client Services Specialist — Financial Accounts & Reports
$18.75 - $19 per hourAscensus
Ascensus is hiring for a role in Boston, MA to assist Client Service Managers, providing best-in-class services to clients. Responsibilities include responding to client requests through various channels, generating reports, and managing urgent requests efficiently. The ideal candidate will have at least 1 year of customer service experience in the financial or benefits industry and advanced Excel skills. The position offers a pay range of $18.75 to $19.00 per hour, alongside benefits such as 401(k) matching and health coverage. #J-18808-Ljbffr Ascensus
$47k - $83k
...Blackwell LLP is a full-service litigation and... ...States, serving clients with domestic and... ...team culture of accountability and purpose that... ...Client Account Specialist position. This position... ...the firm’s financial operations by partnering... ...regular reporting and insights to leadership...FinancialAccountsFull timeTemporary workWork at officeRemote workFlexible hours$25 - $26 per hour
Client Services & Sales Marketing Specialist Our environment is friendly, inclusive, and very fast... ...into marketing, account management, sales, or client... ...opportunities. Track and report statistics for e‑mail sales... ...role in month‑end close, financial reporting, account reconciliations...FinancialAccountsHourly payContract workLocal areaRemote workFlexible hoursShift workNight shift2 days per week1 day per week$76k - $107.5k
...Summary Fenwick is seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned... ...delivering best in class service internally to our partners and... ...Aderant, ARCS, EIS, and other reports to assist with the collections...FinancialAccountsTemporary workWork at officeWork from homeMonday to FridayFlexible hours$55k - $70k
Sr Client Service Representative - Fund Accounting, Alternatives page is loaded## Sr Client Service... ..., client conversions, reporting and analyses to ensure... ...of consolidated IFRS financial statements Knowledge of... ...for premium service, specialist expertise, technology solutions...FinancialAccountsWork at officeLocal area- ...Client Service Officer Be part of a brand recognised as Trustee of... ...maintaining over 4,000 trust bank accounts and processing around 2,000,... ...clients, including regular reporting and issue resolution.... ...~1+ years of experience in financial services in a similar client...FinancialAccounts
$120k - $215k
...Relentless Excellence . Both our client service and culture are second to... ...and Team-Oriented, Accountable, Committed, Relationship-Focused... ...and lead Accounting & Reporting Advisory engagements with primary... ...Preparation of financial statements, footnotes, and...FinancialAccountsLocal areaFlexible hours$85k - $100k
...looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships.... ...relationships through correspondence, reports, new account paperwork, and advisory agreements...FinancialAccountsTemporary workWork experience placementWork at officeLocal areaFlexible hours- Trove is an administrative financial services company that understands the... ...of our Senior Accounting Associate below! Job Description... ...Senior Accounting Associate-Client Onboarding to join our Family... ...for financial analysis and reporting, we invite you to apply. Your...FinancialAccountsWork at office
$17 per hour
...locations. Ideal Customer Service Specialist candidates have a passion... ...providing excellent patient and client care for our physical... ...schedules, maintaining records/accounts, and financial reconciliation.... ...policies and procedures; reporting needed changes. 15. Obtains...FinancialAccountsFull timePart timeWork at officeShift workAfternoon shift- ...looking for talented Customer Service Associates - Financial Support to join our... ...cobranded credit cards, including account support, transactions, and... ...follow processes to meet client and company standards... ..., including: Headcount reporting and tracking Distribution...FinancialAccountsWork at officeRemote workWork from homeShift workWeekend work
- ...seeks an experienced Senior Accountant to join our CAAS team.... ...accounting, and advisory services. We serve clients across the Metro DC area and... ...responsible for preparing financial statements, handling day-... ...new clients Financial Reporting Prepares, understands...FinancialAccountsMonday to Friday
- A regional bank in Newtonville seeks a Client Relationship Builder to provide exceptional service and education on various financial products. The role involves advising clients on product selections, resolving issues, and participating in community initiatives. Qualified...FinancialAccounts
- ...Nursing Center is seeking an experienced Accounts Receivable Coordinator. The Bostonian is... ...and throughout the stay to explain financial obligations and paperwork Manages/maintains... ...Hospice claims Provides written Past Due Report concerning resident accounts to the...FinancialAccountsWork at office
- A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support for high-net-... ...equivalent credentials welcomed. Responsibilities include account administration and advanced client communication....FinancialAccountsWork at office
$65k - $113.75k
...leader and critical thinker to be part of a Client Service teams servicing large, complex custody-... ...and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder...FinancialAccountsTemporary workFlexible hours$70k - $80k
...us to best serve our clients. Our attorneys and staff... ...Teamwork Personal Accountability Passion Please... ...supports the daily financial and administrative operations... ..., compliance, and reporting purposes ~... ...firm or professional services environment is a plus...FinancialAccountsWork at office- ..., MA, is seeking a Private Equity Fund Accountant to enhance its Finance team. This role... ...experience in fund accounting and investor reporting while working closely with both finance... ...fund bank accounts, preparing financial statements, assisting with audits, and...FinancialAccounts
$18.75 - $19 per hour
...leading independent technology and service platform powering savings... .... JOB SUMMARY Assists Client Service Managers in providing... ...request Generates and delivers reports to clients Coordinates transactions... ..., preferably in the financial services or benefits industry...FinancialAccounts- A financial services company in Boston is seeking an entry-level Fund Accountant to join its team. This hybrid position involves assisting in daily accounting and financial reporting for investment funds, preparing financial statements, and reconciling accounts. Candidates...FinancialAccounts
$65k - $80k
Job Title Student Account Specialist Salary $65,000 - $80,000 per year,... ...Student Accounts Department, reporting to the Bursar within the... ...of contact for all student financial accounts, the Specialist is... ...Interpersonal: Superior customer service, problem‑solving,...FinancialAccountsFull timeFor contractorsWork at officeLocal areaWeekend workAfternoon shift$77k - $117.45k
...opportunity employer. The Client Development Specialist (CDS) will be an integral... ...client team snapshots and financial relationship analysis, and... ...independently provide strategic account management support for... ...within financial services industry handling investor...FinancialAccountsFlexible hoursShift work- Wainwright Talent Partners is seeking an Assistant Controller in Boston, MA, to manage general ledger accounts, prepare financial reports, and ensure compliance with accounting regulations. The ideal candidate has strong accounting knowledge, a sense of urgency, and familiarity...FinancialAccountsWork at office
- Barnowl ATS is seeking an Assistant Controller to manage general ledger accounts, prepare financial reports, and ensure compliance with standards. This role involves overseeing various accounting tasks, assisting with audits, and maintaining accurate financial records while...FinancialAccountsWork at office
- Senior Billing & Accounts Specialist, Research Finance & Property Management... ...analyze monthly unbilled and A/R reports, surface risks, trends, and... ...packages to Research Financial Operations management for approval... ...Provide excellent customer service to PIs, administrators, and...FinancialAccountsFull timeContract workFor contractorsRemote workFlexible hours3 days per week
- ...We’re seeking a Private Client Relationship Advisor on behalf... ...at the intersection of client service, wealth management operations... ...selection, documentation collection, account opening, account funding,... ...completion of the Certified Financial Planner program a plus....FinancialAccountsWork experience placementWork at officeShift work
$67.8k
...on the team. Who You’ll Work With The Account Management Rep will work alongside the Converse... ...order timeliness and accuracy. Position reports to the Director, Marketplace Supply... ...will deliver seasonal plans and meet financial objectives. They will collaborate with and...FinancialAccountsTemporary workSeasonal work$97.5k - $141k
...cloud or software sales, or consultative account management at a business-to-business (... ...g., pipeline management, forecasting, reporting). Experience managing commercial... ...Experience in selling Cloud solutions to the financial services or banking industry. Preferred...FinancialAccountsFull time$48.2k - $86k
The Client Representative is responsible for providing... ...support for the account management team to deliver... ...providing exceptional service to our clients and... ...position and will be reporting to the Client Service... ...full range of medical, financial, and/or other benefits...FinancialAccountsHourly payFull timeContract workWork experience placementWork at officeLocal area$65k - $80k
...Responsibilities The Student Account Specialist is a vital member of the... ...Student Accounts Department, reporting to the Bursar within the... ...of contact for all student financial accounts, taking responsibility... ...an essential customer service function by counseling a diverse...FinancialAccountsFull timeFor contractorsWork experience placementWork at officeLocal areaFlexible hoursAfternoon shift$80k - $85k
Renewals Specialist SmartBear delivers application integrity... ...75% of the largest financial institutions and... ...our solutions. Ensure account retention, development... ...portfolio Monitor and report customers' product experiences... ...customer-focus and service orientate Excellent...FinancialAccountsRemote workWorldwideFlexible hours
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