A financial services firm in New York is seeking a Client Service Associate to manage financial transactions and maintain records. The role involves reconciling accounts, ensuring compliance with regulations, and providing financial reports. Candidates should be detail-oriented, possess strong organizational skills, and have proficiency in accounting software. Experience in bookkeeping or accounting is required, along with a high school diploma or GED. The position offers a salary range of $52,000 to $65,000, reflecting the candidate's skills and experience.
Qualifications
Prior bookkeeping/accounting experience in public accounting or private business.
Thorough understanding of basic accounting principles.
Proficient in accounting software and Microsoft Office applications.
Responsibilities
Record day-to-day financial transactions and maintain accurate records.
Reconcile bank statements and resolve discrepancies.
Generate and send customer invoices and track payments.
Skills
Organizational skills
Attention to detail
Communication
Problem-solving
Education
High School Diploma or GED
Bachelor's degree in accounting (preferred)
Tools
QuickBooks Online
Sage Intacct
Excel
Accounting CS
Job description
A financial services firm in New York is seeking a Client Service Associate to manage financial transactions and maintain records. The role involves reconciling accounts, ensuring compliance with regulations, and providing financial reports. Candidates should be detail-oriented, possess strong organizational skills, and have proficiency in accounting software. Experience in bookkeeping or accounting is required, along with a high school diploma or GED. The position offers a salary range of $52,000 to $65,000, reflecting the candidate's skills and experience.