Client Account Associate
S
Supporting StrategiesAccounting and Bookkeeping
United StatesFull-TimeMiddle
Salary90,000 USD per year
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Job Details
- Experience
- Five (5) years
- Required Skills
- AccountingFinanceBookkeepingQuickBooks
Requirements
- Bachelor’s degree in Accounting, Finance or related discipline.
- At least five years of practical bookkeeping/accounting experience.
- Proficiency using QuickBooks or similar cloud-based accounting software in a professional organization.
- Ability to work collaboratively in a remote team environment.
- Strong communication and problem-solving skills.
- Technical accuracy in accounting tasks.
Responsibilities
- Handle day-to-day bookkeeping tasks for a portfolio of clients.
- Communicate directly with clients regarding assigned items.
- Ensure accounting work is accurate, timely, and consistent.
- Collaborate with a Portfolio Manager and team to stay aligned on priorities.
- Flag issues early to keep clients on track.
- Support the delivery of a reliable client experience.
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