Monitor overdue balances, research payment discrepancies, and prepare past-due accounts receivable reporting * Assist with the integration of mergers, acquisitions, and lift-outs into Clearstead ...
New
Monitor overdue balances, research payment discrepancies, and prepare past-due accounts receivable reporting * Assist with the integration of mergers, acquisitions, and lift-outs into Clearstead ...
New
Clearstead information
What is Clearstead?
Clearstead is an independent investment consulting and wealth management firm that provides advisory services to institutions, families, and individuals. They specialize in investment consulting, financial planning, and fiduciary guidance to help clients achieve their financial goals. Clearstead's services often include portfolio management, retirement planning, and assisting organizations with managing their endowments or foundations. Their approach emphasizes transparency, independence, and customized solutions tailored to each client's unique needs.
What are the key skills and qualifications needed to thrive as a financial advisor at Clearstead?
To thrive as a Financial Advisor at Clearstead, you need a solid background in finance, investment strategies, and portfolio management, typically supported by a relevant degree and certifications like CFP or CFA. Proficiency with financial planning software, CRM systems, and analytical tools is commonly required. Exceptional interpersonal skills, trustworthiness, and clear communication help advisors build strong client relationships and provide tailored guidance. These skills ensure advisors can deliver effective financial solutions and maintain client satisfaction in a competitive industry.
What are some common challenges faced by financial advisors at Clearstead, and how does the firm support its team in overcoming them?
At Clearstead, financial advisors often encounter challenges such as managing complex client portfolios and staying updated with evolving regulations. The firm supports its advisors through ongoing professional development, access to robust research resources, and a collaborative team environment. Advisors work closely with investment analysts, tax specialists, and client service teams to deliver comprehensive solutions, ensuring they're not working in isolation. This team-focused approach helps Clearstead advisors deliver high-quality service while continuing to grow professionally.
What is the difference between Clearstead vs Financial Analyst?
| Aspect | Clearstead | Financial Analyst |
|---|---|---|
| Required Credentials | Typically requires a CFA, CFP, or similar certifications | Often requires a bachelor's degree in finance, accounting, or related field; CFA preferred |
| Work Environment | Asset management firms, financial advisory firms, or consulting | Corporations, banks, investment firms, or consulting |
| Industry Usage | Used in wealth management, investment advisory, and financial planning | Used across finance, investment analysis, and corporate finance |
Clearstead and Financial Analyst roles share similarities in required credentials and industry usage, but Clearstead often involves client-facing advisory and wealth management, while Financial Analysts focus on data analysis and financial modeling within organizations.
What does Clearstead do?
Clearstead is a financial services firm that provides investment management, wealth planning, and advisory services to institutional clients and high-net-worth individuals. Employees in related roles typically analyze financial data, develop investment strategies, and use tools like financial modeling software. The company emphasizes professional certifications such as CFA or CFP for certain positions.
What are popular job titles related to Clearstead jobs in Ohio?
For Clearstead jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Clearstead jobs in Ohio look for?
The top searched job categories for Clearstead jobs in Ohio are:
What cities in Ohio are hiring for Clearstead jobs?
Cities in Ohio with the most Clearstead job openings:
Full-time
Posted 2 days ago
New
Job description
Description
The AR Accountant will help manage cash receipts, payment application, billing support, reporting, and related accounts receivable activity. The ideal candidate is organized, accurate, service-minded, and comfortable working across teams to support clients, advisors, operations, and accounting partners.
This position offers work-from-home flexibility two days per week following the initial orientation period. Hybrid work arrangements are subject to job performance and manager approval.
Position responsibilities:
- Manage the full order-to-cash process for assigned business divisions, ensuring transactions are processed accurately and on time
- Partner with Operations, advisors, and internal support teams to complete billing and accounts receivable processes efficiently
- Support timely and accurate client setup, billing information, and account maintenance
- Post daily check, ACH, and wire payments and ensure receipts are applied to the appropriate client accounts
- Prepare bank deposits, track miscellaneous accounts receivable activity, and maintain accurate supporting documentation
- Monitor overdue balances, research payment discrepancies, and prepare past-due accounts receivable reporting
- Assist with the integration of mergers, acquisitions, and lift-outs into Clearstead's billing and accounts receivable processes
- Support month-end activities, including accounts receivable reconciliations, reporting, and related accounting support
- Identify opportunities to improve processes, strengthen controls, and increase efficiency within billing and accounts receivable workflows
- Perform other duties as assigned
Requirements
Essential skills and experience:
- 2-5 years of relevant accounting, billing, accounts receivable, or finance operations experience
- Associate's degree in business, accounting, finance, or a related field required
- Strong written and verbal communication skills, with the ability to work professionally with internal teams and client-facing colleagues
- Highly organized and detail-oriented, with a focus on accuracy, process discipline, and efficiency
- Proficiency in Microsoft Excel, including the ability to use formulas, organize data, and support reporting needs
- Experience working with accounting, billing, or ERP systems; NetSuite experience preferred
- Ability to manage competing priorities, meet deadlines, and follow through on assigned responsibilities
- Collaborative, service-oriented approach with strong interpersonal skills
- Comfort working in a changing environment and adapting to new processes, systems, and priorities
- Strong client-service orientation and commitment to supporting a high-quality experience for internal and external stakeholders
- Commitment to Clearstead's values, culture, and collaborative way of working
Preferred Qualifications:
- Bachelor's degree in Accounting, Finance, Business, or related field
- Experience in financial services, wealth management, professional services, or a similar client-service environment
- Experience with NetSuite, Salesforce, Orion, or other billing/accounting platforms
About Clearstead
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Cleveland, OH, US
Year founded
1989