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Client Accounting Services Associate Jobs in Washington

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Fairfax, VA · On-site

$62K - $75K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Gaithersburg, MD · On-site

$62K - $75K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

RYAN & WETMORE PC

Staff Accountant

Bethesda, MD · On-site

$69K/yr

This position offers hands-on experience, direct client interaction, and the opportunity to develop expertise in areas such as tax strategy, audit & assurance, and client accounting services. WHO YOU ...

RYAN & WETMORE PC

Staff Accountant

Vienna, VA · On-site

$69K/yr

This position offers hands-on experience, direct client interaction, and the opportunity to develop expertise in areas such as tax strategy, audit & assurance, and client accounting services. WHO YOU ...

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Client Accounting Services Associate information

What is a client accounting services associate?

Client Accounting Services Associates are professionals who provide outsourced accounting and bookkeeping services to clients, often on behalf of an accounting firm. Their responsibilities typically include managing accounts payable and receivable, preparing financial statements, reconciling bank statements, processing payroll, and assisting with tax preparation. They work closely with clients to ensure accurate financial records and compliance with relevant laws and regulations. This role requires strong attention to detail, proficiency with accounting software, and excellent communication skills.

What are the key skills and qualifications needed to thrive as a client accounting services associate?

To excel as a Client Accounting Services Associate, you need a solid understanding of accounting principles, financial reporting, and often a degree in accounting or a related field. Familiarity with accounting software such as QuickBooks, Xero, or Sage, and sometimes relevant certifications like CPA or CMA, is typically required. Attention to detail, strong organizational skills, and effective client communication help distinguish top performers in this role. These competencies ensure accurate financial records, efficient client service, and compliance with regulatory standards.

What are some common challenges faced by client accounting services associates, and how can they be effectively managed?

Client Accounting Services Associates often juggle multiple client accounts with varying reporting timelines and unique requirements, which can pose challenges in time management and organization. Staying current with evolving accounting regulations and client-specific processes is also crucial. Effective communication, strong organizational skills, and utilizing accounting software can help manage these challenges. Collaboration with team members and proactive client updates are essential for delivering accurate and timely services.

What do client accounting services associates do?

Client Accounting Services Associates are responsible for managing and maintaining clients' financial records, including bookkeeping, reconciliations, and financial reporting. They often use accounting software such as QuickBooks or Xero and may assist with payroll, invoicing, and tax preparation tasks to ensure accurate financial data for clients.

What are the most commonly searched types of Client Accounting Services jobs in Washington?

The most popular types of Client Accounting Services jobs in Washington are:

What are popular job titles related to Client Accounting Services Associate jobs in Washington?

For Client Accounting Services Associate jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Client Accounting Services Associate jobs in Washington look for?

The top searched job categories for Client Accounting Services Associate jobs in Washington are:

What cities in Washington are hiring for Client Accounting Services Associate jobs?

Cities in Washington with the most Client Accounting Services Associate job openings:

Client Accounting Services Associate jobs near you

Client Services Associate

MV Financial Group, MV Capital Management Inc.

Fairfax, VA • On-site

$62K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 28 days ago

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Job description

MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients.

Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:

  • Interfacing directly with clients to complete service requests
  • Assist & coordinate operational procedures, including reporting and cash management within client accounts
  • Assist with the completion of investment trades within client accounts
  • Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more.
  • Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more.

Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm is required. Prior experience working with a portfolio management software is also required.

This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.

This position is an in office position.

Company Description

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.