Senior Client Accounting Services (CAS) Associate Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team! Our CAS team partners with businesses across ...
Senior Client Accounting Services (CAS) Associate Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team! Our CAS team partners with businesses across ...
Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist ...
Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist ...
Description Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team! Our CAS team partners with businesses across a variety of industries, providing ...
Description Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team! Our CAS team partners with businesses across a variety of industries, providing ...
Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team! Our CAS team partners with businesses across a variety of industries, providing outsourced ...
Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team! Our CAS team partners with businesses across a variety of industries, providing outsourced ...
Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team! Our CAS team partners with businesses across a variety of industries, providing outsourced ...
Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team! Our CAS team partners with businesses across a variety of industries, providing outsourced ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
Sr. Client Services Coordinator
La Vergne, TN · On-site
$20.06 - $24.64/hr
Company Description Ingram Content Group (ICG) is hiring for Sr. Client Services Coordinators to ... Researches and provides prompt and timely response to customer or client issues and/or associate ...
Sr. Client Services Coordinator
La Vergne, TN · On-site
$20.06 - $24.64/hr
Company Description Ingram Content Group (ICG) is hiring for Sr. Client Services Coordinators to ... Researches and provides prompt and timely response to customer or client issues and/or associate ...
Sr. Client Services Coordinator
La Vergne, TN · On-site
$20.06 - $24.64/hr
Ingram Content Group (ICG) is hiring for Sr. Client Services Coordinators to contribute to our team ... Researches and provides prompt and timely response to customer or client issues and/or associate ...
Sr. Client Services Coordinator
La Vergne, TN · On-site
$20.06 - $24.64/hr
Ingram Content Group (ICG) is hiring for Sr. Client Services Coordinators to contribute to our team ... Researches and provides prompt and timely response to customer or client issues and/or associate ...
... Senior Client Partner, will co-develop and execute the account plan to drive growth and client ... The Associate Client Partner typically manages a single account or a sub-portfolio within a large ...
... Senior Client Partner, will co-develop and execute the account plan to drive growth and client ... The Associate Client Partner typically manages a single account or a sub-portfolio within a large ...
Sr. Client Service Associate-Memphis, TN
Memphis, TN · On-site
$13 - $17.75/hr
Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the financial services industry, Raymond James is seeking a dynamic client ...
Sr. Client Service Associate-Memphis, TN
Memphis, TN · On-site
$13 - $17.75/hr
Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the financial services industry, Raymond James is seeking a dynamic client ...
Client Support Engineer
Nashville, TN · On-site
$35 - $37/hr
Senior Client Support Engineer Location: Nashville, TN ( w/ occasional travel ) Duration: 6-Month ... Associate's degree required; Bachelor's degree preferred (or equivalent experience). A+, Network ...
Client Support Engineer
Nashville, TN · On-site
$35 - $37/hr
Senior Client Support Engineer Location: Nashville, TN ( w/ occasional travel ) Duration: 6-Month ... Associate's degree required; Bachelor's degree preferred (or equivalent experience). A+, Network ...
Sr. Client Service Associate-Memphis, TN
Memphis, TN · On-site
$14 - $19.50/hr
Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...
Sr. Client Service Associate-Memphis, TN
Memphis, TN · On-site
$14 - $19.50/hr
Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Sr. Client Service Associate-Memphis, TN
Memphis, TN · On-site
$14 - $19.50/hr
Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...
Sr. Client Service Associate-Memphis, TN
Memphis, TN · On-site
$14 - $19.50/hr
Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...
Senior Program Director
Brentwood, TN · On-site
$109K - $110K/yr
We develop leaders and empower our associates to use their skills and talents to positively impact ... They will coordinate client activities, monitor & forecast overall portfolio performance, and ...
Senior Program Director
Brentwood, TN · On-site
$109K - $110K/yr
We develop leaders and empower our associates to use their skills and talents to positively impact ... They will coordinate client activities, monitor & forecast overall portfolio performance, and ...
Senior Program Director
$109K - $110K/yr
We develop leaders and empower our associates to use their skills and talents to positively impact ... They will coordinate client activities, monitor & forecast overall portfolio performance, and ...
Quick apply
Senior Program Director
$109K - $110K/yr
We develop leaders and empower our associates to use their skills and talents to positively impact ... They will coordinate client activities, monitor & forecast overall portfolio performance, and ...
Senior Program Director
Brentwood, TN · On-site
$109K - $110K/yr
We develop leaders and empower our associates to use their skills and talents to positively impact ... They will coordinate client activities, monitor & forecast overall portfolio performance, and ...
Senior Program Director
Brentwood, TN · On-site
$109K - $110K/yr
We develop leaders and empower our associates to use their skills and talents to positively impact ... They will coordinate client activities, monitor & forecast overall portfolio performance, and ...
Client Care Associate
Brentwood, TN · On-site
$18 - $23/hr
Position Summary My Senior Health Plan (MSHP) is seeking compassionate, professional, and service-oriented Client Care Associates to join our Client Services team. This role is responsible for ...
Client Care Associate
Brentwood, TN · On-site
$18 - $23/hr
Position Summary My Senior Health Plan (MSHP) is seeking compassionate, professional, and service-oriented Client Care Associates to join our Client Services team. This role is responsible for ...
Client Care Associate
Brentwood, TN · On-site
$18 - $23/hr
Position Summary My Senior Health Plan (MSHP) is seeking compassionate, professional, and service-oriented Client Care Associates to join our Client Services team. This role is responsible for ...
Client Care Associate
Brentwood, TN · On-site
$18 - $23/hr
Position Summary My Senior Health Plan (MSHP) is seeking compassionate, professional, and service-oriented Client Care Associates to join our Client Services team. This role is responsible for ...
Senior Client Associate information
See Tennessee salary details
$26.3K - $34.9K
17% of jobs
$40K is the 25th percentile. Wages below this are outliers.
$34.9K - $43.5K
14% of jobs
$43.5K - $52.1K
4% of jobs
$52.1K - $60.6K
14% of jobs
The median wage is $61.8K / yr.
$60.6K - $69.2K
12% of jobs
$69.2K - $77.8K
9% of jobs
$82.3K is the 75th percentile. Wages above this are outliers.
$77.8K - $86.4K
11% of jobs
$86.4K - $95K
9% of jobs
$95K - $103.6K
6% of jobs
$103.6K - $112.1K
3% of jobs
$112.1K - $120.7K
1% of jobs
$26.3K
$67.3K
$120.7K
How much do senior client associate jobs pay per year?
What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?
To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.
What is a senior client associate?
A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.
What are the common responsibilities of a senior client associate on a day-to-day basis?
As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

Other
Posted 8 days ago
Job description
Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team!
Our CAS team partners with businesses across a variety of industries, providing outsourced accounting, bookkeeping, payroll, and financial reporting services. This position is ideal for an experienced accounting professional who enjoys serving as a trusted resource for clients, managing multiple engagements, and helping business owners make informed financial decisions.
As a Senior CAS Associate, your responsibilities will include:
- Managing day-to-day accounting functions for a portfolio of clients.
- Reviewing and recording client transactions while maintaining accurate general ledger accounts.
- Preparing and reviewing bank, credit card, and balance sheet reconciliations.
- Performing month-end and year-end closing procedures.
- Preparing monthly, quarterly, and annual financial statements and management reports.
- Analyzing financial data and identifying discrepancies, trends, and areas for improvement.
- Processing payroll and maintaining compliance with payroll tax requirements.
- Preparing payroll tax, sales tax, and other business tax filings.
- Serving as a primary point of contact for assigned clients and responding to accounting-related inquiries.
- Assisting clients with accounting software, process improvements, and best practices.
- Collaborating with team members to deliver accurate, timely, and high-quality client service.
- Supporting onboarding, mentoring, and training efforts for junior staff as needed.
- Identifying opportunities to provide additional value and advisory support to clients.
Education, experience, and skills we're looking for:
- Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred.
- 3-5+ years of full-charge bookkeeping, accounting, outsourced accounting, or client accounting services experience required.
- Strong understanding of accounting principles and financial statement preparation.
- Experience managing multiple clients and competing deadlines.
- Proficiency with QuickBooks Online and other cloud-based accounting platforms.
- Advanced knowledge of bank reconciliations, journal entries, and month-end close procedures.
- Strong analytical, organizational, and problem-solving skills.
- Excellent verbal and written communication skills.
- Strong attention to detail and commitment to delivering exceptional client service.
- Ability to work independently while collaborating effectively with team members.
- Proficiency with Microsoft Office Suite, particularly Excel.
At Rodefer Moss, the opportunity to grow is in your hands. Our salary and benefits package is extremely competitive. Our team members enjoy a reasonable work week, a paperless work environment, continuing education programs designed to develop you as a professional, bonus and incentive programs, and much more. If you are looking for a supportive, flexible, team-oriented organization where you can thrive and advance at your own pace, look no further!
Notice to Third-Party Agencies Rodefer Moss does not accept unsolicited resumes from recruiters or agencies. Any staffing agency, person, or entity that submits an unsolicited resume to this site, or to one of our employees, does so with the understanding that the applicant's resume will become the property of Rodefer Moss. Rodefer Moss will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing agency, person, or entity.
About Rodefer Moss & Co
Sourced by ZipRecruiter
Industry
Accounting services
Company size
51 - 200 Employees
Headquarters location
Knoxville, TN, US
Year founded
1990