Client Onboarding & Account Administration Analyst
$52.5k - $92.1kColumbia Threadneedle
Columbia Threadneedle is seeking a Client Administration Analyst to manage daily activities for retail client accounts based in Boston. Key responsibilities include onboarding new client accounts and managing ongoing account maintenance. Candidates should possess a Bachelor’s degree and 1–3 years of experience in the financial services industry, along with strong communication skills. The role offers a base salary ranging from $52,500 to $92,100, with additional benefits and a full-time work requirement. #J-18808-Ljbffr Columbia Threadneedle
$76k - $107.5k
...Client Accounting Specialist 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...SuggestedTemporary workWork at officeWork from homeMonday to FridayFlexible hours- ...Our client, a prestigious global law firm, is seeking an experienced Client Accounting Specialist to join their dynamic finance team and manage the financial aspects of a portfolio of clients. This role will be hybrid in Boston. Key Responsibilities Oversee client and...Suggested
$52k - $90k
BNY is looking for a Specialist, (Non Supervisory), Fund/Client Accounting Representative II to join their team in Boston, MA. This role involves leading operations for fund accounting support, overseeing complex NAV production, and ensuring efficient processes. The ideal...Suggested$80k - $130k
...Renewable Energy Client Accounting - Senior Associate Opportunity ID 9523 Department Advisory Location(s) Boston State Massachusetts Function Advisory Job Description As CohnReznick grows, so do our...SuggestedFor contractorsWork at officeLocal areaRemote workFlexible hours$55k - $65k
...& Co, a national firm located in Boston, is looking for a Tax Client Services Delivery Specialist to enhance the quality and efficiency... ...standards. Candidates should possess experience in public accounting and a strong attention to detail. A competitive salary range of...Suggested$55k - $65k
Overview Wolf is seeking a Tax Client Services Delivery Specialist to join our growing and well-established national firm. The Tax Client... ...delivery model Qualifications Prior experience in a public accounting firm; tax experience strongly preferred 1-2+ years of...Flexible hoursWeekend work$55k - $65k
Wolf & Company, P.C. is looking for a Tax Client Services Delivery Specialist to enhance their tax return delivery process. This individual... ...during peak tax season. The candidate should have prior public accounting experience, with a strong understanding of IRS forms and tax...$100k - $150k
...Director - Family Office Accounting Services (CPA Firm) Job Category... ...are seeking an experienced, client-focused, and technology-... ...accounting, financial, and administrative services to high-net-worth individuals... ...solutions. Oversee onboarding of new clients and ensure seamless...Full timeWork at officeLocal areaFlexible hours3 days per week- ...Trove is an administrative financial services company that understands the complex needs... ...to-day responsibilities of our Senior Accounting Associate below! Job Description We are... ...a Senior Accounting Associate-Client Onboarding to join our Family Office. This individual...Work at office
- A financial services firm in Boston is seeking a Client Services Analyst - Fund Accounting to join their growing team. This hybrid position involves managing client inquiries, ensuring daily Net Asset Values are accurately calculated, and preparing financial reports. The...
- Vaco is looking for a Client Services Analyst - Fund Accounting to join their growing team in Boston, MA. The role includes resolving client inquiries, calculating daily Net Asset Values, and preparing financial reports. Candidates should possess a Bachelor's degree in...
$65k - $85k
...financial services organization in Boston is seeking a Middle Office Associate to support investment clients in operational functions including onboarding and account management. The role requires a Bachelor's Degree and 1 year of related experience. Strong communication...Work at office$82k - $107.6k
Dormont Manufacturing Co is seeking a Client Portfolio Analyst to join their expanding wealth management team in Boston or Springfield. This role involves creating efficiencies in client onboarding and maintaining strong relationships with advisors and clients alike. The...- Plante & Moran, PLLC in Wakefield, Massachusetts, is looking for a candidate to provide bookkeeping and accounting services to clients while adhering to Generally Accepted Accounting Principles. The role may involve assisting with special projects and resolving client...
$52k - $70k
BNY is seeking a skilled individual to lead day-to-day fund accounting operations, including NAV construction and reporting. The ideal candidate will have 3-5 years of experience in accounting support and a Bachelor’s degree in Accounting. This position offers a competitive...$80k - $150k
A financial services firm is seeking an Investor Services Analyst to enhance client relationships for US registered funds. This position involves coordinating client onboarding, managing inquiries, and providing excellent service. Ideal candidates have 3-5 years of investment...$82k - $123k
...a single source provider for the fund administration and fund infrastructure needs of Private... ...first. What You Will Do Develop your accounting, managerial, and leadership skills while... ...records of Petra’s Management Company clients Gain exposure to private equity and credit...Immediate startFlexible hours- State Street in Quincy, Massachusetts is seeking a Fund Administration Senior Associate to oversee accounting and administration for client-sponsored investment funds. Candidates should possess exceptional communication abilities, initiative, and the capacity to manage...
$80k - $140k
State Street Investment Management (SSIM) is seeking a motivated Client Onboarding Manager with institutional client experience, who can excel... ...of a pipeline of client onboarding events (ex: Separate Account launches and changes, Glidepath mandates, Collective Investment...Temporary workFlexible hours$81.2k - $105.6k
Cambridge Associates LLC is seeking a diligent Fund Accounting Analyst to oversee the accounting and administration of various fund types. The successful candidate will work closely with internal teams and external providers to ensure accurate fund operations. The ideal...$38 - $48 per hour
...ideal candidate will have 3+ years of administrative experience within the investment management... ...executive, board, and investor/client meetings, including agendas, materials,... ...facilities, security, and office supplies), onboarding support, and workspace logistics Serve...Contract workWork at office- ...Controller in managing all aspects of accounting, financial reporting, internal controls... ..., program management, contracts administration, and external auditors. Responsibilities... ...benefits deductions, leave accruals, and onboarding/offboarding processes to ensure...Hourly payLong term contractContract workFor contractorsLocal area
- The primary function of the Patient Accounting Billing Specialist I is the daily management of an assigned portion of the accounts receivable... ...and consistent billing for all payers and follow‑up work on Client, NMDP, Bluebird Bio, and Gift of Life accounts to ensure...Work at office
- A leading tax service provider is seeking an experienced Tax Advisor to serve clients with diverse tax and business needs year-round. This role involves building strong client relationships, offering tax preparation and planning services, and requires a CPA or Enrolled...Remote job
- BDO USA is seeking a Tax Experienced Senior in Boston to provide tax compliance and consulting services for high net-worth clients. The ideal candidate will leverage their educational background and professional skills to meet client needs effectively. Responsibilities...
- .... This role requires CPA or Enrolled Agent certification and experience with business tax returns. The ideal candidate will assist clients with tax preparation and planning using virtual tools and in-person communication. Benefits include medical coverage and a supportive...Remote job
$80k - $100k
.... Job Overview The Treasury Analyst supports Longroad Energy's financial... ..., loan compliance, and bank administration across a growing portfolio... ...across Development, Accounting, Finance, and Asset Management... ...communications. Assist with onboarding new projects by establishing...Work experience placementWork at officeVisa sponsorshipWork visa- ...Gray is seeking an experienced Audit Manager in Canton, MA. This hybrid position requires overseeing multiple audits and managing client relationships, ensuring quality service while mentoring staff. Applicants should have a CPA and at least 5 years in a CPA firm. The...
$110k - $210k
...candidate will provide exceptional service to clients and develop talent within the team.... ...include a Bachelor's degree in Accounting, CPA certification, and at least 6 years... ...mentoring staff, and participating in firm administration activities, with a competitive compensation...$89k - $115.7k
...Bekaert in Boston is looking for an Audit Senior to enhance the client experience through excellent project management and leadership.... ...,000 - $115,700, this position requires a Bachelor's degree in accounting, CPA certification eligibility, and 2+ years in public...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding & Account Administration Analyst. Be the first to apply!
- account analyst Boston, MA
- accounts payable analyst Boston, MA
- client account associate Boston, MA
- senior accounts receivable analyst Boston, MA
- national account associate Boston, MA
- accounts receivable analyst Boston, MA
- senior accounting associate Boston, MA
- accounting analyst associate Boston, MA
- forensic accounting analyst Boston, MA
- director lease administration Boston, MA

