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Client Services Accountant Jobs (NOW HIRING)

SS&C

Client Services Analyst 1

Jacksonville, FL · Hybrid

WhatYou'llDo As a Client Services Analyst I,you'llplay a critical role in ensuring client success ... Exposure to portfolio accounting or trade order management systems * Familiarity with SQL, UNIX, or ...

Vaco LLC

Client Services Director

San Antonio, TX

Client Service Director Are you an Accounting or Finance professional who enjoys building relationships, solving complex challenges, and driving results? Do you thrive in a collaborative, team-based ...

SS&C

Client Services Analyst I

Evansville, IN · Hybrid

Client Services Analyst I Location(s) : Jacksonville, FL / Chicago, IL / Evansville, IN / San ... Exposure to portfolio accounting or trade order management systems * Familiarity with SQL, UNIX, or ...

SS&C

Client Services Analyst I

San Francisco, CA · Hybrid

Client Services Analyst I Location(s) : Jacksonville, FL / Chicago, IL / Evansville, IN / San ... Exposure to portfolio accounting or trade order management systems * Familiarity with SQL, UNIX, or ...

SS&C

Client Services Analyst I

Chicago, IL · Hybrid

Client Services Analyst I Location(s) : Jacksonville, FL / Chicago, IL / Evansville, IN / San ... Exposure to portfolio accounting or trade order management systems * Familiarity with SQL, UNIX, or ...

SS&C

Client Services Analyst I

Jacksonville, FL · Hybrid

Client Services Analyst I Location(s) : Jacksonville, FL / Chicago, IL / Evansville, IN / San ... Exposure to portfolio accounting or trade order management systems * Familiarity with SQL, UNIX, or ...

Vaco LLC

Client Services Director

San Antonio, TX

Her accounting department could use help prepping for an upcoming audit. Or maybe she needs a Technical Accountant to assist with an IPO. As Director of Client Service, it is up to you, in ...

Vaco LLC

Client Services Director

San Antonio, TX

Her accounting department could really use help prepping for an upcoming audit. Or maybe she needs a seasoned project manager to lead a merger integration. As Client Services Director, you are a core ...

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$34K

$68.3K

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How much do client services accountant jobs pay per year?

As of May 31, 2026, the average yearly pay for client services accountant in the United States is $68,326.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Services Accountant, and why are they important?

To thrive as a Client Services Accountant, you need a solid understanding of accounting principles, financial reporting, and client relationship management, typically backed by a relevant degree and often a CPA qualification. Familiarity with accounting software like QuickBooks, Xero, or Sage, and proficiency in Excel are commonly required technical skills. Strong communication, attention to detail, and problem-solving abilities help build trust and effectively address diverse client needs. These competencies ensure accurate financial management and foster long-term client satisfaction and business growth.

How does a Client Services Accountant typically collaborate with clients and internal teams to deliver effective financial solutions?

A Client Services Accountant regularly interacts with clients to understand their financial needs, answer queries, and provide tailored accounting solutions. They also work closely with internal teams such as tax specialists, auditors, and account managers to ensure cohesive service delivery. This role often involves balancing multiple client accounts, coordinating deadlines, and communicating complex financial information in a clear manner. Effective collaboration and communication skills are essential, as the accountant acts as a bridge between the client and the firm's broader financial expertise.

What is a Client Services Accountant?

A Client Services Accountant is a financial professional who manages accounting tasks and financial records on behalf of clients, typically for a firm or an agency. They handle bookkeeping, prepare financial statements, assist with tax filings, and provide financial advice tailored to each client's needs. Their role often involves working closely with clients to ensure compliance with regulations and to support their financial goals. Strong communication skills and attention to detail are essential in this position.
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What cities are hiring for Client Services Accountant jobs? Cities with the most Client Services Accountant job openings:
What job categories do people searching Client Services Accountant jobs look for? The top searched job categories for Client Services Accountant jobs are:
Client Services Accountant jobs near you
Infographic showing various Client Services Accountant job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 57% Full Time, 33% Part Time, 1% Temporary, and 8% Contract. Highlights an 20% Physical, 20% Hybrid, and 60% Remote job distribution, with an average salary of $68,326 per year, or $32.8 per hour.

Client Services Analyst 1

SS&C

Jacksonville, FL • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Client ServicesAnalyst I

Locations: Jacksonville, FL | Hybrid (6 days/month in office)

About the Role

Join SS&C's Client Services team, where financial services meetcutting-edgetechnology.Regardless of theplatformyou support,you'llbe at the forefront of client success-resolving technical issues, guiding product usage, and building strong relationships withkey personnel athedge funds, asset managers, and other financial institutions.This role is ideal for individuals eager to build a career at the intersection of finance, technology, and client service.

WhatYou'llDo

As a Client Services Analyst I,you'llplay a critical role in ensuring client success and satisfaction. Your responsibilities will include:

  • Engage with Clients:Serve as the first point of contact for client inquiries via phone, email, and web, deliveringtimelyand professional support.

  • Resolve Complex Issues:Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking.

  • Collaborate Across Teams:Work closely with internalteams-includingProfessional Services, Product Management, andProductDevelopment-toensure seamless clientexperiences.

  • Support Escalations:Act as an escalation point for client counterparties and internal stakeholders, helping drive resolution andmaintaintrust.

  • Build Relationships:Develop strong partnerships with clients, including portfolio managers, traders, andoperationsteams, to understand their needs and deliver value.

  • Manage Multiple Priorities:Handle multiple client requests simultaneously whilemaintaininghigh levelsof accuracy, responsiveness, and satisfaction.

  • Contribute to Continuous Improvement:Participatein training programs and ongoing development initiatives to enhance your skills and grow within the organization.

WhatYou'llBring

  • Bachelor's degree

  • Strong verbal and written communication skills

  • Proven problem-solving and analytical abilities

  • Passion for client service and relationship building

  • Ability to learn quickly, adapt to new tools, and take initiative

  • Familiarity with MS Windows, MS Office, and general system architecture

  • Flexibility to support market hours and occasional weekend on-call shifts

  • Experience ina customerservice or client-facing role

Advantageous and Preferred

  • Degree in MIS, Computer Science, Finance, Economics, Math, or a related field

  • 1-2 years of experience in financial services, accounting, or a related industry

  • Exposure to portfolio accounting or trade order management systems

  • Familiarity with SQL, UNIX, or LINUX environments

WhyYou'llLove It Here

  • Training & Growth: Hands-on training, peer coaching, and career pathing across departments like Client Engagement, Product Management, and Sales.

  • Work Environment: Hybrid work model, business casual dress code (yes, jeans!), and a collaborative, high-touch service culture.

  • Benefits: 401k matching, medical/dental/vision, paid time off, parental leave, and employeeassistanceprograms.

  • Culture: Entrepreneurial spirit, open communication, innovation, anda commitmentto diversity and inclusion.

  • Perks: Discounts on fitness clubs, travel, and more.

About SS&C

SS&C is a global provider of services and software for the financial services and healthcare industries.With over27,000 employees across110global offices, we are committed to delivering best-in-class service and technology to our clients.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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