- Serves as primary contact with Client; manages day-to-day operations with team members
- Reviews and maintains accounting checklists
- Provides financial information to management by researching and analyzing accounting data; preparing
- reports
- Looks for opportunities to improve client accounting processes; inclusive of software automation
- Prepares asset, liability, and capital account entries by compiling and analyzing account information
- Documents financial transactions by entering account information
- Recommends financial actions by analyzing accounting options
- Summarizes current financial status by collecting information; preparing balance sheet, profit and loss
- statement, and other reports
- Substantiates financial transactions by auditing documents
- Maintains accounting controls by preparing and recommending policies and procedures
- Reconciles financial discrepancies by collecting and analyzing account information
- Secures financial information by completing database backups
- Maintains financial security by following internal controls
- Prepares payments by verifying documentation, and requesting disbursements
- Answers accounting procedure questions by researching and interpreting accounting policy and regulations
- Complies with federal, state, and local financial legal requirements by studying existing and new legislation,
- enforcing adherence to requirements, and advising management on needed actions
- Prepares special financial reports by collecting, analyzing, and summarizing account information and trends
- Maintains customer confidence and protects operations by keeping financial information confidential
- 3+ years full-cycle accounting experience
- Non-profit entity experience preferred
- Demonstrated ability of servicing clients
- Microsoft Dynamics SL experience preferred
- QuickBooks experience required
- Sage, Great Plains, and/or SAGE experience preferred
- Accounting degree preferred
- Strong ability to review financials
- Inventory/Manufacturing experience a plus
- Excellent written and verbal communications skills
- Technically savvy, able to learn new software; software integration experience strongly preferred
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Client Service Representative I
3 weeks ago
United Business Bank Pleasanton, United StatesJoin a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our ...
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Client Service Representative I
3 weeks ago
United Business Bank Pleasanton, United StatesJob Details Level Entry Job Location Pleasanton 7 - Pleasanton, CA Position Type Full Time Salary Range $ $20.00 Hourly Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encourag ...
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Client Service Representative III
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United Business Bank Pleasanton, United StatesJob Details · Level Experienced Job Location Pleasanton 7 - Pleasanton, CA Position Type Full Time Salary Range $ $24.00 Hourly Description · Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement ...
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Client Service Coordinator
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Accountant - Client Services
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LTD Global, LLC Pleasanton, United StatesWe are in need of an Accountant who is able to manage accounts, communicate with clients and work well with an accounting team. We are looking for a temporary to permanent role. · Responsibilities: · Serves as primary contact with Client; manages day-to-day operations with team ...
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Client Service Representative III
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Client Service Representative Iii
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Client Service Officer I
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United Business Bank Livermore, United StatesJoin a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our ...
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Client Service
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Banfield Pet Hospital San Jose, United StatesLive and exemplify the Five Principles of Mars, Inc. within self and team. - Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary Client Service, Skills, Hospit ...
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in Client Services
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American Income Life AO - Sara Vaz Sunnyvale, United StatesAO - American Income Life is seeking friendly, service-driven individuals to join our team as Entry-Level Client Services Associates. This rewarding role allows you to develop your skills in client relations while exploring potential career paths in sales. · About AO - American ...
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Client Service Representative
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Mid North Animal Hospital San Francisco, United States PermanentAbout · Mid North Animal Hospital has been proudly serving the Lincoln Park neighborhood of Chicago, IL, since 1973. We are honored to have been trusted to care for our community's pets and committed to providing the highest quality veterinary care possible throughout your comp ...
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Client Service Associate
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Freestone Capital Management San Francisco, United StatesFreestone is building the wealth services firm of the future. We believe making a difference happens by focusing on what truly matters to our clients. If you are passionate about helping people and serving a greater purpose in life and work, Freestone is the home for you. · We ar ...
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Client Services Associate
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Guardant Health Palo Alto, United States Full timeJob Description · About the Role: · The Client Services Associate (CSA) is responsible for providing exceptional support to clients and patients in their territory, work collaboratively with other Client Services Team members to achieve department goals and work cross functional ...
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Client Services Representative
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Client Services Representative
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Client Services Manager
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Client Service Representative
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Client Service Representative
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VCA Animal Hospitals San Leandro, United StatesVCA Bay Area Veterinary Specialists, a large 24 hour emergency/multi-specialty veterinary practice in San Leandro, California, is seeking an experienced Client Service Representative to join our swing/evening team. The ideal candidate has a love for animals, enjoys multitasking i ...
Accountant - Client Services - Pleasanton, United States - LTD Global, LLC
Description
We are in need of an Accountant who is able to manage accounts, communicate with clients and work well with an accounting team.
Responsibilities:
Requirements/Experience:
