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
$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... ...matters Preparation of financial statements, footnotes, and...FinancialAccountsLocal areaFlexible hours$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 At BBH, partnership... ...focuses on the Fund Accounting, Administration and Custody... ...client conversions, reporting and analyses to... ...of consolidated IFRS financial statements Knowledge... ...for premium service, specialist expertise, technology...FinancialAccountsWork at officeLocal area$125k - $150k
...built and nurtured our client-first culture.... ...highest level of client service. The firm's clients-including... ..., consultants, and financial intermediaries-are served... ...external contacts Account maintenance (opening... ...Process customized client reporting Strong...FinancialAccountsTemporary workWork experience placementH1bWorldwide- ...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
$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
$28.94 - $67.88 per hour
.... We’re seeking a client-focused, detail-oriented... ...executive updates, reporting, and presentations... ...its roles in order to account for variations in knowledge... ...Stock Purchase Plan # Financial planning and group... ...across our products and services, we help customers turn...FinancialAccountsHourly payTemporary workRemote workFlexible hours- 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
$68k - $104k
...top 10 national professional services firm where our purpose is to... ...opportunities every day, for our clients, our people, and our... ...clients, software, and chart of accounts daily, weekly and monthly basis... ...End Processing : Completes financial statements. Coordinates and completes...FinancialAccountsWork at office- We are seeking a detail-oriented, client-focused Financial Service professional to join our growing team. The ideal candidate possesses exceptional... ...clients and advisors. Key Responsibilities New Business & Account Processing Prepare, review, and process applications for...FinancialAccountsWork at office
$52k - $85k
...growth and success. As a leading global financial services company at the heart of the global... ...breakthrough technologies to collaborate with clients, driving transformative solutions that... ...e., STP, manual), reconciliations and accounting services, and updates to client...FinancialAccountsTemporary workWork experience placementLocal areaWorldwideFlexible hours- ...growth and success. As a leading global financial services company at the heart of the global... ...breakthrough technologies to collaborate with clients, driving transformative solutions that... ...e., STP, manual), reconciliations and accounting services, and updates to client...FinancialAccountsWork experience placementLocal areaWorldwide
$72k - $83k
...The Senior Billing & Accounts Specialist owns end to end invoicing and accounts... ...monthly unbilled and A/R reports, surface risks, trends, and... ...present 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- ...Cash Application Specialist The Cash Application... ...cash applications/accounts receivable... ...Facilities Management Services, ensuring accurate... ...cash flow, accurate financial records, and positive client relationships. Key... ...discrepancies promptly. Reporting: Prepare cash...FinancialAccounts
- ...Client Service Representative We're Hingham Institution for Savings, and we've been a part... ...all dedicated to our mission of strong financial results and a supportive, growth-oriented... ...clients to independently manage their accounts and resolve any product, service, or...FinancialAccountsTemporary work
$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$24 - $28 per hour
...Customer Service Representative Malden Plant - Malden, MA 0214... ...retention a priority Proactively reports shortages and out-of-stock... ...supports the well-being, financial security, and work-life balance... ...family ~ Health Savings Account (HSA) with company contributions...FinancialAccountsFull timeImmediate startFlexible hours$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- 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
- 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
$70k - $80k
...us to best serve our clients. Our attorneys and staff... ...Teamwork Personal Accountability Passion Position... ...and supports the daily financial and administrative operations... ..., compliance, and reporting purposes Provide... ...firm or professional services environment is a plus...FinancialAccountsWork at office$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- We’re seeking a Private Client Relationship Advisor on behalf of... ...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
$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$20 - $23.5 per hour
...Universal Banker Representative Reports to: Community Banking... ...providing exceptional customer service in accordance with our... ...limited to responsibilities for account management and assisting customers... ..., transactions and other financial products/services as needed;...FinancialAccountsFull timePart timeBank staffWork at officeRelocation package- ...administrative and customer service duties and all other related... ...the daily operations of the Account Services Department within the... ...and computer entries. Utilizes reports via AMR database to contact customers... ..., and have legal and/or financial repercussions. Affirmative...FinancialAccountsLocal area
$60k - $65k
...investment bank and full service broker-dealer. With... ...of activities in the financial services industry, including... ...seeking a Registered Client Service Associate to... ...the needs of various accounts in order to answer day... ...quality analytical reports using various software...FinancialAccountsLocal area- ...Closeout Billing Specialist. This role calls... ...to achieving financial goals. Key attributes... ...invoices, provide status reports to senior... ...analyze schedules for accounts receivable and... ...Defense, Citizen Services, and Transportation. We help our clients deliver vital services...FinancialAccountsFull timeContract workPart timeLocal areaImmediate startRemote workFlexible hours
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