Top 44312 Client Service Analyst Jobs

Client Service Analyst
Langwasser & Co, CPA's —Upland, CA
- $23 - $25 an hour
- Extended hours
- Background check
- Microsoft Outlook
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
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Achievement Behavior Services —Douglasville, GA
- $100,000 a year
- Choose your own hours
- Bilingual
- Experience working with individuals with developmental disabilities
- Master's degree
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Emergent Staffing —Minneapolis, MN
- $35 - $50 an hour
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Yoh, A Day & Zimmermann Company —Boston, MA
- $52.50 - $75.00 an hour
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Emergent Staffing —Washington, DC
- $35 - $50 an hour
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NewEdge Capital Group LLC —New York, NY
- $75,000 - $85,000 a year
- Full-time
- Microsoft Excel
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Simbe Robotics —Remote
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
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Highrise Consulting Inc —Bethesda, MD
- $24 - $28 an hour
- Full-time
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Morgan Stanley —Boston, MA
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- Hybrid work
- Marketing
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TELUS Agriculture & Consumer Goods —Remote
- Full-time
- Remote
- Computer science
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- Bachelor of Science
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Private Equity Client Service Analyst
LP Analyst —Dallas, TX
- Full-time
- Mid-level
- Office
- Finance
- Free parking
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Client Service Analyst
BMO Financial Group —West Palm Beach, FL
- $45,000 - $83,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
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Client Service Analyst II
MetLife —Tampa, FL
- Email
- Mid-level
- US work authorization
- In-person
- Paid holidays
- Disability insurance
14d
Client Service Analyst
NCCI —Boca Raton, FL
- $51,000 a year
- Full-time
- Hybrid work
- Background check
- Pass drug screening
- Research
- Paid holidays
- Paid time off
Quick Apply
Board Certified Behavior Analyst (BCBA, LBA) - SIGN ON/RELOCATION $ (NP)
Highlights Healthcare —Newport, NC
- $95,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Continuing education credits
- COVID-19 protective measures
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EXPERIENCED Board-Certified Behavior Analyst (LBA, BCBA) ABA Therapy & BCBA Student Supervision - Full Time
Highlights Healthcare —Mooresville, NC
- $95,000 - $115,000 a year
- Full-time
- Microsoft Excel
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Board Certified Behavior Analyst (BCBA, LBA) - SIGN ON/RELOCATION $ (WLK)
Highlights Healthcare —Wilkesboro, NC
- $95,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Continuing education credits
- COVID-19 protective measures
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FLOAT Board Certified Behavior Analyst (BCBA) - SIGN ON/RELOCATION $ (NB)
Highlights Healthcare —New Bern, NC
- $95,000 - $115,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Continuing education credits
- COVID-19 protective measures
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Board Certified Behavior Analyst (BCBA, LBA) - (GNR)
Highlights Healthcare —Garner, NC
- $95,000 - $115,000 a year
- Full-time
- Microsoft Excel
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- Management
- Continuing education credits
- COVID-19 protective measures
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Board Certified Behavior Analyst (BCBA, LBA) - SIGN-ON/RELOCATION $ (ADV)
Highlights Healthcare —Mocksville, NC
- $95,000 - $110,000 a year
- Full-time
- Microsoft Excel
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Client Service Analyst

Langwasser & Co, CPA's
Upland, CA

Quick Apply

Job Details

Full-time
$23 - $25 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance
Referral program

Qualifications

Computer operation
Accounts receivable
Customer communication
Teamwork
Microsoft Outlook
Spreadsheets
English
Administrative experience
High school diploma or GED
Calendar management
Law office experience
Typing
Productivity software
Phone etiquette
Personal assistant experience

Full Job Description

Hello, we are Langwasser & Company, CPAs. We are one of Southern California’s only woman-owned, boutique certified public accounting firms and team of brilliant accounting professionals who are looking to grow the next generation of talent through hands-on experience with our top clientele.

We are currently seeking a Client Service Analyst for our office located in Upland, California.

Our firm has been in business for over 30 years and prides ourselves on our excellent company culture and work ethic, our care for each other, and our unwavering belief that life is the greatest classroom on earth where we can learn and get better at the craft of accounting and tax preparation every day.

Our collaborative work environment is fast-paced and is suited for quick learners with a strong attention to detail and a love for accountancy. To be successful at Langwasser & Company, CPAs, you must be an independent and ethical operator who is able to juggle multiple work assignments in a pro-active and client-oriented manner. You should have no problem asking questions or seeking out help when you get stuck. You are always professional in both your appearance and your interactions with clients and fellow employees. You never put yourself ahead of the team and when someone else is struggling, you are there to lend a hand. More than anything else, you should want to be better, every day.

Does this sound like the kind of experience you have been looking for? If so, read on.

Client Service Analyst Responsibilities:

Provide excellent administrative support to our very fast-paced CPA firm.
Ability to work overtime and extended hours (including Saturday) during busy periods, tax season and quarter end closes.
Answer multi-line telephones in a professional and timely manner.
Applicant must be able to think fast on their feet, politely screen out solicitors and provide excellent customer service to clients.
Maintain office calendars and assist with email.
Computer skills are a must. You will be creating Microsoft Excel spreadsheets for managers to track client write-up, tax, and other services.
Check in clients which includes scanning documents, book marking Adobe files, and inputting certain documents into the tax software.
Assemble client tax returns and financial statements. Pay attention to specific assembly requirements and assorted needs of each client.
Track returns using Lacerte tax software. Prepare paper filing copies when applicable.
Package completed tax returns and financial statements for presentation to clients.
Perform a variety of written tasks, prepare labels, and create index tabs for financials, reports, binders, etc. using Microsoft Word.
Scan and save documents as needed prior to destruction.
Communication with clients regarding informational needs of production staff members and assistance in e-signing of necessary forms.
Assist with accounts receivable, billings, collections, reconciliations, etc. including assisting clients with billing history, accepting payments from clients in the form of checks, credit cards and cash, running payments through credit card machine and providing receipt of payment.
Interface with executive team and clients on key projects and initiatives.
Conserves executive's time by reading, researching, and routing correspondence, drafting letters and documents; collecting and analyzing information and initiating telecommunications.
Maintains client confidence and protects operations by keeping information confidential.

Required Skills/Qualifications:

High School Diploma required.
Bachelor’s Degree preferred.
CPA Firm Experience preferred.
Strong English communication, oral and written (ability to communicate clearly and effectively with senior leaders and external partners).
Detail-oriented execution of administrative activities, with high attention to detail, organization and processes.
Strong technical and computer skills, especially Microsoft Office Suite knowledge required.
Adobe experience highly recommended.
Lacerte and QuickBooks skills are a plus.
Maintain professional presence and great front facing skills.
Position requires sitting at a desk for extended periods to perform many computer-related duties as well as standing for extended periods to perform scanning, copying, or assembly duties.
Bending, stooping, and light lifting are required for general tasks such as loading the refrigerator, organizing office supplies, moving boxes holding client files or records, etc.
Ability to pass a drug screen and background check.
Ability to pass a typing and comprehension exam.

Compensation:

Negotiable depending on experience

Location:

In office (Upland, California)
4-day work week after tax season

Supplemental Pay:

Overtime

Benefits Package:

Competitive compensation packages including:

Medical and Life Insurance
401k plan with employer contribution
Holiday Pay
Paid Time Off
4-day work week after tax season
Open-door communication policy
Opportunities for training and professional growth
Referral Bonuses
Reimbursement for:

o Work-related mileage at the IRS rate

o CPA license costs & renewals

o CPA examination fee (first complete sitting only)

Please submit your resume to [email protected].

Pay: $23.00 - $25.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

High school or equivalent (Required)

Experience:

Administrative Assistance: 1 year (Required)
CPA Firm: 1 year (Preferred)
Law office: 1 year (Preferred)

Ability to Commute:

Upland, CA 91786 (Required)

Work Location: In person

Quick Apply

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