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Supporting Strategies is seeking a Client Account Associate to work closely with a Portfolio Manager and a dedicated team to support a portfolio of clients. You will perform day-to-day bookkeeping tasks and communicate with clients to ensure accuracy, timeliness, and consistency in deliverables.
You will collaborate daily with teammates to align on priorities, flag issues early, and maintain a smooth client experience while working remotely from home.
Supporting Strategies is seeking a Client Account Associate to work closely with a Portfolio Manager and a dedicated team to support a portfolio of clients. You will perform day-to-day bookkeeping tasks and communicate with clients to ensure accuracy, timeliness, and consistency in deliverables.
You will collaborate daily with teammates to align on priorities, flag issues early, and maintain a smooth client experience while working remotely from home.