Client Service Representative
$15 - $20.50/hr
Oversee accounting functions are performed in a timely and accurate manner, including: A/P, A/R, balancing G/L; reconciling bank statements and petty cash accounts; monitoring and balancing family ...
$15 - $20.50/hr
Oversee accounting functions are performed in a timely and accurate manner, including: A/P, A/R, balancing G/L; reconciling bank statements and petty cash accounts; monitoring and balancing family ...
$15 - $20.50/hr
Oversee accounting functions are performed in a timely and accurate manner, including: A/P, A/R, balancing G/L; reconciling bank statements and petty cash accounts; monitoring and balancing family ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Grafton, WI · On-site
$23 - $25/hr
If you have strong accounting and people management experience and thrive in a positive, collaborative workplace, this position could be for you! POSITION - A/P A/R, Office Management JOB LOCATION ...
Quick apply
Grafton, WI · On-site
$23 - $25/hr
If you have strong accounting and people management experience and thrive in a positive, collaborative workplace, this position could be for you! POSITION - A/P A/R, Office Management JOB LOCATION ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
Successful completion of the H&R Block Tax Knowledge Assessment2 * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast ...
$34.8K - $40.6K
2% of jobs
$40.6K - $46.5K
4% of jobs
$46.5K - $52.3K
12% of jobs
$54.8K is the 25th percentile. Wages below this are outliers.
$52.3K - $58.1K
16% of jobs
The median wage is $63.3K / yr.
$58.1K - $64K
18% of jobs
$64K - $69.8K
16% of jobs
$72.9K is the 75th percentile. Wages above this are outliers.
$69.8K - $75.6K
13% of jobs
$75.6K - $81.4K
10% of jobs
$81.4K - $87.3K
5% of jobs
$87.3K - $93.1K
2% of jobs
$93.1K - $98.9K
2% of jobs
$34.8K
$66.4K
$98.9K

Senior Client Representative
As a member of the client service team, the Senior Client Representative role provides an excellent opportunity for an experienced professional to provide family members, under the supervision of the CFSO, consultative, strategic, and tactical services around personal, family, financial, operational, and/or lifestyle management decisions by advising, overseeing, and delivering a wide range of services and solutions to clients, entities, and trusts.
Essential Duties & Responsibilities
Lifestyle services
Qualifications
Bachelor's degree in Accounting, Finance, Tax, or other related field.
A minimum of 5 years of related experience; or an equivalent combination of education and experience.
Experience with direct client relationship management is preferred.
Knowledge, Skills, and Abilities
Strong accounting and financial reporting skills. Must have the technical skills to aggregate, translate, and report on financial & investment information.
Demonstrated experience in working with high-net-worth individuals and/or complex family-owned businesses is preferred.
Adept at issue-spotting. Proven ability to identify, investigate, and understand complex issues, evaluate alternate solutions, and formulate sound recommendations.
Adept with Microsoft Office (e.g., Outlook, Excel, PowerPoint, and Word), financial technology, and other digital communications channels.
Work Relationships & Scope
Reports to the CFSO. Frequent contact with family members, CFO, third-party providers, team members, and other employees. May have occasional contact with President.
Sourced by ZipRecruiter
Non-profits
11 - 50 Employees
Inwood, NY, US
1981