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
- 00036 Columbia Mgmt Invst Adv LLC is seeking a Client & Account Administration Analyst in Boston, MA. This position is responsible for daily activities related to client account management including onboarding, maintenance, and terminations, ensuring compliance with company...Suggested
- BNY Mellon is looking for a Senior Associate in Boston, MA, to conduct accounting services for clients and moderately complex funds. The ideal candidate will have a Bachelor's degree in accounting and 5-7 years of experience. This is a primarily in-office role with a strong...SuggestedWork at office
$76k - $107.5k
Job Description 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...SuggestedTemporary workWork at officeWork from homeMonday to FridayFlexible hours$76k - $107.5k
CLIENT ACCOUNTING SPECIALIST (R2242) Position Overview We are seeking a Client Accounting Specialist to provide accounting support to our clients. This is a full-time position available in multiple locations: Silicon Valley, New York, Boston, San Francisco, Washington D...SuggestedFull time$76k - $107.5k
Thomas Talent Network is seeking a Client Accounting Specialist for a full-time position based in Boston. The role involves providing comprehensive accounting support to clients, preparing financial statements, managing accounts payable and receivable, and ensuring compliance...SuggestedFull time- 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...
$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...For contractorsWork at officeLocal areaRemote workFlexible hours$80k - $130k
Senior Associate - Renewable Energy (Client Accounting Advisory) We currently have an exciting career opportunity for a Senior Associate to join the Renewable Energy team in our Client Accounting Advisory practice. CohnReznick is a hybrid firm. This position is remote,...For contractorsWork at officeLocal areaRemote workFlexible hours- 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...
- 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...
$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$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...- 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...
$123k - $185k
Job Summary The Financial Administration Senior Manager, Vice‑President (“VP”) oversees production... ...financial and related shareholder and client reports, including semi‑annual and... ...thorough understanding of Generally Accepted Accounting Principles (“GAAP”) and SEC rules and...Work experience placementWork at office- Trove is an administrative financial services company that understands the complex needs... ...to-day responsibilities of our Senior Accounting Associate below! Job Description We... ...seeking a Senior Accounting Associate-Client Onboarding to join our Family Office. This individual...Work at office
$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...- Citi in Boston seeks a Financial Administration Senior Manager, Vice-President to oversee financial reporting and client reports. This role requires comprehensive knowledge of GAAP and SEC regulations, along with strong people-management skills. The ideal candidate will...Full time
- ...other units of most financial administration, thereby presenting these... ...ll Do The Senior Budget Analyst will report to the Director... ...as needed by Director and by clients Develop reporting tools and... ...skills ~ Strong accounting skills ~ Strong analytical...Full timeWork at officeLocal area
- A financial services firm in Quincy is seeking a Senior Associate in Fund Administration to manage the day-to-day accounting and administration for client-sponsored investment funds. Candidates should have a Bachelor's in Accounting or Finance and a minimum of 3 years...
$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- A leading financial services firm is seeking an Associate, National Account Manager to support National Account Managers by coordinating client relationships and managing onboarding activities. This role requires a Bachelor's degree and 2+ years in asset management or related...
- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional... ...of complex trusts. Responsibilities include managing client onboarding, coordinating with various teams, and maintaining strong...
$100k - $150k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with... ...real value to our clients. Our mission is to provide... ...accounting, financial, and administrative services to high-net-worth... ...integrated solutions. * Oversee onboarding of new clients and ensure seamless...Full timeWork at officeLocal areaFlexible hours3 days per week- ...Primary Duties Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing... ...technical accounting matters from team members and upper level client management Has intermediate to advanced level tax preparation...Work at office
$110k - $160k
...Job Summary: Under the supervision of the Estate & Probate Administration Manager, the Fiduciary Tax Accountant works closely with members of the Wealth Management Group to provide high level client service to family office clients. The Fiduciary Tax Accountant prepares...Work at office- ...About The Opportunity Grubhub’s Corporate Accounts team empowers companies to master one of... ...As part of the Sales organization, the Onboarding team is responsible for driving rapid... ...serving as the strategic architect of the client journey. We are building this function from...Visa sponsorshipWork visa
- 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
- H&R Block is seeking a Tax Advisor in Dedham, Massachusetts. You will provide year-round tax preparation services and build client relationships, leveraging virtual tools. Required qualifications include CPA or Enrolled Agent certification and 5+ years of tax experience...
- .... 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
- ...CPA and advisory firm that Accounts for Anything. Aprio has 40 U... ...growing industries, Aprio ensures clients are prepared for wherever... ...firm looking for a Tax Administration Manager to join their dynamic... ...implement coverage solutions Onboard administrative new hires in...Full timeWork at officeLocal areaRemote workFlexible hours
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