Accounting and Client Services Coordinator

Accounting Operations Support

This role supports daily accounting operations, banking activity, client account administration, accounts receivable processing, reconciliations, and document management for multiple clients and related entities. The position requires strong attention to detail, sound judgment in handling financial records, and the ability to manage recurring daily and monthly responsibilities accurately and efficiently.

Essential Functions and Primary Duties

• Monitor bank activity for wires and positive pay items and take appropriate action as needed.
• Perform daily reconciliation of designated client bank accounts.
• Open and process incoming mail, including checks and financial correspondence.
• Process checks for relevant entities and supports related banking transactions.
• Enter accounts receivable information accurately and timely.
• Prepare monthly breakdowns of client credit card activity and assign general ledger categories.
• Prepare monthly activity reports and support Excel schedules for designated clients.
• Complete bank reconciliations for multiple client accounts on a recurring basis.
• Scan and organize financial records, including bank statements, brokerage statements, deposits, payables, and other client documentation.
• Maintain accurate records and support efficient document retrieval and client file organization

Preferred Qualifications

• Experience in accounting support, bookkeeping, or client financial services.
• Knowledge of bank reconciliations, accounts receivable, deposits, and financial recordkeeping.
• Proficiency in Microsoft Excel and general office software.
• Strong attention to detail and ability to manage multiple recurring deadlines.
• Ability to handle confidential financial information with discretion and accuracy.
• Strong organizational and communication skills.

Minimum Qualifications

• High school diploma or GED required
• Bachelor's Degree or two years of experience on a specialized subject matter
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.