Client Onboarding & Accounts Analyst
$52.5k - $92.1kColumbia Threadneedle Investments
Columbia Threadneedle Investments is hiring a Client & Account Administration Analyst in New York. The role involves managing onboarding processes for retail client accounts, ensuring accurate documentation, and maintaining compliance. Candidates should have a Bachelor’s degree, 1-3 years in financial services, and strong communication skills. This full-time position offers a competitive salary ranging from $52,500 to $92,100 annually and includes benefits such as health insurance and a flexible work schedule. #J-18808-Ljbffr Columbia Threadneedle Investments
- Aduro Advisors is seeking an Onboarding Staff Accountant to join their team in the United States. This role involves supporting top-tier clients and performing entry-level accounting tasks while gaining valuable experience in client service. The ideal candidate will have...Suggested
$16.23 - $33.32 per hour
...Treasury Management Sales Officers, providing a best-in-class onboarding experience and relationship management. You'll act as a liaison... ...with various departments, ensuring accurate document handling and client communication. The role requires strong knowledge of bank...Suggested$130k - $142k
...quality advice and novel solutions to our clients’ legal issues. We are known for handling... ...We are seeking a Senior Collections Analyst to join our New York office. The Senior... ...responsible for managing and analyzing client accounts with a focus on collections and...SuggestedWork at officeLocal areaRemote workVisa sponsorshipWork visa- Amperos is seeking a Senior AR Specialist to join our client onboarding team in New York. This role involves working claims end-to-end in clients' systems, participating in onboarding, and documenting workflows for future training. The ideal candidate has over 5 years of...Suggested
$95k - $105k
...Client Accounting Inventory Control Analyst Skadden, Arps, Slate, Meagher & Flom LLP has forged a reputation as one of the most prestigious law firms in the world. Relying on innovation, intellect, teamwork and tenacity, our lawyers deliver the highest quality advice...SuggestedWork at officeLocal areaRemote workShift work- A leading investment firm in New York is seeking a Client Operations Analyst to support high-net-worth portfolios in onboarding, cash management, and regulatory compliance. The role requires 2-4 years experience in wealth management or investment operations, proficiency...
- JPMorgan Chase & Co. is seeking a Client Account Manager for its Asset Management segment in New York City. This role involves providing... ...exceptional service to institutional clients, managing relationships, onboarding processes, and ensuring compliance with regulatory changes....
- ...A leading Social Security Disability law firm is seeking a dedicated Remote Intake Specialist. This role is crucial for managing client intake and assessing case viability. Responsibilities include answering inquiries, conducting screenings, and maintaining confidentiality...Remote work
$59.8k - $70k
...Assist in resolving queries related to the onboarding process through various communication... ...special projects as delegated. Skills Accounts payable, Invoice processing, excel... ...corporate talent solutions to thousands of clients across the globe. Specialized in...Permanent employment- Remote Client Account Associate About the Role: Nuvant is seeking Client Account Associates to join our growing team. In this role, you’ll... ...on client input and available data Guide clients through onboarding, product selection, and service implementation Maintain regular...Remote jobFlexible hours
$70k
...Our client, a luxury fashion brand, is seeking an Accounting Specialist to join the team for a hybrid role at their corporate offices in NYC. This is a full... ...posting. Maintain vendor records, support vendor onboarding, and resolve invoice or billing discrepancies. Execute...Permanent employmentFull timeInternshipImmediate start- ...Accounting Analyst Duration: 06 or 09 Month Start:04/07/2025 Job Description: Responsible for recording, analyzing, and reporting financial... ...Management processes and had successful engagement with clients in the areas of Financial Services, Technology, healthcare and...Contract work
- ...Our client, a proprietary trading and technology firm, is seeking an Accounting Analyst to support their accounting function during a critical coverage period. This role is ideal for an early-to-mid career accounting professional who wants hands-on exposure to month-end...
- ...We are looking for an Accounting Specialist for our client operating in the accounting sector based in USA. Responsibilities Support the client onboarding process for all assigned client engagements in accordance with the defined process. Execute, as applicable, processes...Work at officeHome office
$72k - $84k
A growing startup in the United States is seeking a Client Services Accountant to handle full-cycle accounting for small businesses. The role involves managing client portfolios, onboarding new clients, and ensuring accurate bookkeeping while assisting clients with basic...$6,000 - $7,000 per month
...that supports self-employed professionals with tax and accounting services. We help our clients keep more of what they earn by efficiently managing... ...portfolio of ongoing clients. You will be responsible for onboarding new clients assigned to your portfolio, completing...Full timeContract workSelf employment- Uplinq is looking for a Senior Onboarding Accounting Specialist in the United States. In this client-facing role, you'll guide new clients through system setup and data clean-up, leveraging your strong accounting knowledge. You will lead daily meetings, configure accounts...Remote job
$31.82 per hour
Our client is a globally recognized leader in professional sports and entertainment... ...a motivated and detail-oriented Accounts Receivable Analyst to join their Finance team in Secaucus... ...and external stakeholders Assist with onboarding new customers into billing systems Support...Contract workRemote workWorldwide- ...Associate to prepare individual and business tax returns. This full-time remote position demands a strong background in accounting and taxation, and excellent client service skills. The ideal candidate will have a Bachelor's degree, CPA or EA designation, and at least 3 years...Remote jobFull time
- A growing consulting firm is looking for a Remote Client Account Associate to be the first point of contact for clients exploring financial solutions. You will help clients understand their needs and guide them in selecting services. Ideal candidates will possess strong...Remote jobFlexible hours
$60.8k - $86k
...Job Summary Fenwick is seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned partners’ portfolio of clients which are performed in accordance with departmental standards. The Client Accounting Specialist will...Temporary workWork at officeLocal areaFlexible hours$75k - $95k
...Who You Are Experienced in client billing, collections, or financial operations at a law firm You hold a bachelor’s degree in finance/accounting, or have equivalent experience Skilled at building strong relationships with internal teams and external clients Highly organized...Local areaRemote work- Job Description A large financial client is looking for a Brokerage Account Operations analyst to join the team. The role is responsible for opening accounts for... ...person will be reviewing and verifying client onboarding documentation for completeness, as well as establishing...
- ...Job Description Job Description Position: Client Accounting Analyst (Entry-level College Grad) Company: Global AM 100 Law Location: New York, NY (hybrid WFH) Comp Package: Base to $75K, Paid Overtime, Tuition Reimbursement, Full Benefits, Bonus, 401K+, etc...Work experience placementInternshipWork from home
$85.5k - $150k
Join JP Morgan Asset Management, where your expertise as a Client Account Manager supporting our Insurance segment will be the cornerstone... ...and develop relationships with those clients Manage the onboarding process in tandem with our COM team for account set-up, communication...Flexible hours$60.8k - $86k
...Seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned partners' portfolio of clients which are performed in accordance with departmental standards. The Client Accounting Specialist will work closely with...Work at office- ...We're looking for a Senior Billing Specialist to join our client onboarding team a small group of experienced billers who deploy to new... ...Agency - Own your domain. Drive initiatives with autonomy and accountability. Think deeply, communicate with the team, and maintain a...Permanent employmentWork at officeImmediate startFlexible hours
- ...directly alongside the Finance Lead, touching everything from accounting and treasury to merchant operations and compliance support. This... ..., top‑up amounts, and tax collected Support merchant onboarding by verifying bank details and settlement information Investigate...
$105k - $115k
...on this job and more exclusive features. About The Company Our client is a global leader in alternative asset management specializing... ...fees on hedge and PE style structures Report quarterly and annual accounting information to corporate accounting Review portfolio valuation...Full time- Network Solutions, LLC. is seeking a FinOps & Accounting Analyst in New York City to join its rapidly growing startup. This position offers... ...role includes reviewing financial reports, supporting merchant onboarding, and handling financial inquiries while fostering a culture...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding & Accounts Analyst. Be the first to apply!
- national account associate New York, NY
- accounting analyst associate New York, NY
- client account associate New York, NY
- accounts payable analyst New York, NY
- accounts receivable analyst New York, NY
- senior accounts receivable analyst New York, NY
- senior accounting associate New York, NY
- account analyst New York, NY
- forensic accounting analyst New York, NY
- national account associate

