Hybrid Client Services Senior Associate — Financial Tech
MoneyLion
Vestwell is seeking an energetic Employer Services Senior Associate to join our team. You will be the first point of contact for Plan Sponsors, handling emails and calls, applying policies, and escalating when needed. Based in a hybrid in-office setup, the role requires servicing advisors and sponsors, providing data-driven insights, and participating in client calls to relay status and remediation progress. #J-18808-Ljbffr MoneyLion
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Hybrid Client Services Senior Associate — Financial Tech in Austin, TX vacancy
- ...management by building tech-forward solutions... ...access to financial markets for all. Our... ...enables us to support clients such as Stash,... ...About This Role The Senior Customer Support Specialist... ...delivery of services and operational... ...At AFS, we offer a hybrid work schedule for...FinancialSeniorFull timeWork at officeWork from home
- Aprio’s Real Estate Client Accounting Services team seeks a Senior Accounting Associate - Construction in Austin. You will be the primary client contact, manage rent rolls, CAM reconciliations, and monthly financial reporting packs. This hands-on, collaborative role involves...FinancialSenior
- AJ Chambers US is seeking a Senior Accounting Associate - Construction to join the Client Accounting Services team. The role is the primary contact for construction clients... ...timely, accurate deliverables and proactive financial guidance for project managers, business...FinancialSeniorRemote job
$71.35k - $119.3k
Audit Senior - Austin, TX (Hybrid) Who: An audit professional with strong client service, integrity, leadership abilities, and a minimum of two years of public accounting... ...transactions, preparing and reviewing financial statements, conducting technical research,...FinancialSeniorWork at officeImmediate start- ...Brands, based in the United States, seeks an Accounting Manager - Financial Systems & Controls to oversee ERP financial modules, governance... ...and GAAP compliance across North America and globally. This hybrid role emphasizes system optimization, cross-functional collaboration...FinancialSenior
- Aprio is seeking a Senior Manager for the Client Accounting Services (CAS) team to lead a portfolio of client engagements, oversee financial reporting, internal controls, and accounting operations in a outsourced environment. The role focuses on delivering high-quality...FinancialSenior
- Apex Fintech Solutions in Austin seeks a Senior Customer Support Specialist to ensure efficient service delivery and operational continuity across internal and external... ...strong communication and analytical skills in a hybrid workplace. #J-18808-Ljbffr Apex Fintech SolutionsFinancialSenior
- ...Senior Financial AnalystKestra Financial is a wealth management platform dedicated to empowering independent... ...professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology...FinancialSenior
- ...Senior Financial Analyst Kestra Financial is a wealth management platform dedicated to empowering independent... ...professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management...FinancialSenior
- ...Senior Customer Support Specialist The Senior Customer... ...efficient delivery of services and operational... ...generate insights into client satisfaction and operational... ...year of experience in the financial services industry,... ...benefits. At AFS, we offer a hybrid work schedule for most...FinancialSeniorFull timeWork at officeWork from home
- Digital Turbine seeks a Senior Financial Planning & Analyst to partner with the CTO and Technology organizations, driving financial planning, operational excellence, and strategic decision-making. The role requires proactive problem-solving, clear communication, and the...FinancialSeniorFlexible hours
$115k - $160k
...industries, Aprio ensures clients are prepared for... ...Technology Client Accounting Services team and you will... ...firm looking for a Senior Accounting Manager to... ...Leading and executing financial assessments and delivering... ...including remote and hybrid options What's in...FinancialSeniorFull timeWork at officeLocal areaRemote workFlexible hours- ...international presence is seeking a Senior Accounting Associate - Construction to join a growing Client Accounting Services team. This position serves... ..., and reconciliation to financial statements. Review draft... ..., including remote and hybrid opportunities. What the Role...FinancialSeniorFor contractorsFor subcontractorWork at officeRemote workFlexible hours
- Senior Client Delivery Specialist (Energy Regulatory Legal Assistant)... ...Posted : July 21, 2026 Full-Time Hybrid Locations Showing 1... ...Husch Blackwell LLP is a full-service litigation and business law... ...files. Billing, Collections & Financial Coordination Coordinates accounting...FinancialSeniorFull timeWork at office3 days per week
- ...A financial services organization in Austin, Texas is looking for an Investment Analyst/Trader IV to execute trades and analyze market conditions... ...tools. This position offers competitive compensation and a hybrid work model with various employee benefits. #J-18808-Ljbffr...FinancialSenior
- ...dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional client service. We combine advanced business... ...Partner with Impact. The Senior Counsel - Commercial Transactions...FinancialSeniorContract workWork at office
- ...industries, Aprio ensures clients are prepared for... ...s Client Accounting Services team and you will... ...firm looking for a Senior Accounting Associate to join their dynamic... ...and reconciliation to financials. Completes review... ...including remote and hybrid options What’s in it...FinancialSeniorFull timeFor contractorsFor subcontractorWork at officeLocal areaRemote workFlexible hours
- ...industries, Aprio ensures clients are prepared for... ...Client Accounting Services team and you will help... ...firm looking for a Senior Accounting Associate to join their... ...draft work papers and financials provided by global team... ...including remote and hybrid options What’s In It...FinancialSeniorFull timeFor contractorsFor subcontractorWork at officeLocal areaRemote workFlexible hours
- A financial planning firm in Austin, Texas is seeking a Client Service Associate to empower clients by providing tailored financial strategies. This role includes managing... ...further education in finance. The company offers a hybrid work model along with benefits such as paid...Financial
$128k - $252.5k
...significant impact on our clients' success. You’ll... ...clients improve financial performance,... ...AI, network, and hybrid cloud infrastructure... ...products, deliver services, generate growth,... ...services industry senior executives, and comfort... ...differential associated with the location...FinancialSeniorLocal areaVisa sponsorship$151.5k - $346k
...Consulting - Managed Services - Pursuit &... ...Managed Services team (Tech Ops) works with... ...account teams and clients in all sectors with... ...technology solutions. As a Senior Support Services... ...management. Financial management,... .... Proficiency in Hybrid Collaboration is valued...FinancialSeniorContract workSummer holidayFlexible hours- ...company of BigCommerce, Feedonomics, and Makeswift, seeks a Senior Financial Analyst to lead PSR revenue finance globally. You’ll build models... ..., automate tasks with AI, and support long-range planning in a hybrid Austin environment. #J-18808-Ljbffr BigCommerce Pty.FinancialSenior
$77k - $202k
...Markets and Accounting Advisory Services)Management LevelSenior... ...Accounting Advisory Services - Senior Associate, you will provide strategic... ...guidance on technical accounting, financial reporting, transaction... ...markets topics. You will advise clients on complex accounting and...FinancialSeniorFull timeH1b- FloSports seeks a Senior Financial Analyst to join our Austin-based finance team. The role partners with business units to manage budgets,... ...financial models, and deliver insights for strategic decisions. A hybrid schedule applies, with interaction across senior leadership...FinancialSenior
$100k
...70K Salary + $5,000 - $10,000 per year average Commissions Bookkeeping Firm Services Offered: We are a long-time Client Accounting Services (CAS) firm that offers: Monthly financial statement preparation. Payroll processing, payroll government report, and compliance...FinancialSeniorFull timeLocal area- ...accounting firm in Austin, TX seeks a Senior Associate to supervise and perform audits and reviews... ...include managing a team, analyzing financial data, and ensuring compliance with GAAP... ...audit processes. The position offers a hybrid work model, promoting flexibility while...FinancialSenior
- ...recruitment firm in Austin is looking for a Senior Accountant skilled in property accounting... ..., assist with forecasting, and prepare financial reports while supporting a dynamic team... ...Accounting or Finance. This position offers hybrid work flexibility and a commitment to...FinancialSenior
- FloSports is seeking a Senior Financial Analyst to partner with business units, manage budgets, and deliver actionable insights. The role is based in Austin, TX with a hybrid work schedule and reports to the Director of FP&A. The successful candidate will have 4-6 years...FinancialSenior
- FinTrust Connect is seeking a Senior Financial Advisor in Austin, Texas, to manage relationships with high-net-worth clients. This hybrid role involves providing investment advisory, wealth planning, and business succession guidance. The ideal candidate will have a minimum...FinancialSenior
- ...along with at least two years of experience in public accounting. Responsibilities include evaluating financial data and collaborating with teams and clients. This hybrid role provides flexible work arrangements and a generous benefits package, making it an excellent...FinancialSeniorFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Client Services Senior Associate — Financial Tech. Be the first to apply!
Related searches
- client account associate Austin, TX
- client relationship associate Austin, TX
- client services associate Austin, TX
- client success associate Austin, TX
- environmental services attendant Austin, TX
- public service officer Austin, TX
- environmental service worker Austin, TX
- food service officer Austin, TX
- human services specialist Austin, TX
- community services specialist Austin, TX


