Account Support Specialist – Personal Services (Hybrid)

Level Group LTD; Nashville (TN); Hybrid; USD 48,000 - 66,000; Full time

Benefits offered by this job

Health Insurance

401k plan

PTO

Hybrid work

Casual attire

Job summary

Level Group Ltd in Nashville, TN is seeking an Assistant Account Manager to support the Account Manager in personal services, handling client communications, financial tracking, and workflows. The role blends client support, accounting, and operations to protect client and firm interests.

You will assist with day-to-day communications, bookkeeping, vendor coordination, and process improvements while ensuring confidentiality and high service standards across clients.

Qualifications

• Bachelor's degree or equivalent in business/finance preferred.
• Experience in client-facing roles and basic accounting is desirable.
• Strong communication and organizational skills required.

Responsibilities

• Support day-to-day client communications, financial tracking, and documentation.
• Maintain organized records of contracts, insurance, and compliance documents.
• Process client payments and assist with cash flow projections and filings.
• Coordinate onboarding/offboarding for clients and vendors; assist with reports and templates.

Skills

Client relations

Accounting basics

Bookkeeping

Communication

Time management

Education

Bachelor's degree in Business/Finance

Tools

QuickBooks

Excel

MS Office

Job description

Level Group Ltd in Nashville, TN is seeking an Assistant Account Manager to support the Account Manager in personal services, handling client communications, financial tracking, and workflows. The role blends client support, accounting, and operations to protect client and firm interests.

You will assist with day-to-day communications, bookkeeping, vendor coordination, and process improvements while ensuring confidentiality and high service standards across clients.