Top 9 Client services associate Jobs in Charlottesville, Va

Accounting & Client Services Specialist
Robinson, Farmer, Cox Associates —Charlottesville, VA
- $55,000 - $63,000 a year
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
6d
Client Account Services Transaction Specialist
Hantzmon Wiebel LLP —Charlottesville, VA
- $20 - $30 an hour
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Health savings account
Quick Apply
Client Reporting and Accounting Associate
CornerStone Partners —Charlottesville, VA
- $90,000 - $105,000 a year
- Full-time
- Microsoft Word
- CPA
- Bachelor of Science
- Disability insurance
- Health insurance
Accounting & Client Services Specialist
Robinson Farmer Cox Associates —Charlottesville, VA
- $55,000 - $63,000 a year
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Wealth Management Client Associate
Bank of America —Charlottesville, VA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Staffing and Client Services Director
Visiting Angels of VA —Waynesboro, VA
- $50,000 - $60,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
9d

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Accounting & Client Services Specialist
Robinson, Farmer, Cox Associates —Charlottesville, VA
Serve as receptionist backup when required. Degree in Accounting, finance, or related field is preferred, but not required. Process and post customer payments.
$55,000 - $63,000 a year
Quick Apply
6d
Bilingual Customer Service Specialist (Spanish)
Sherwin-Williams —Charlottesville, VA
Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products,…
$17.02 an hour
9d

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Accounting & Client Services Specialist

Robinson, Farmer, Cox Associates -
Charlottesville, VA

Quick Apply

Job Details

Full-time
$55,000 - $63,000 a year
6 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Gym membership
Life insurance

Qualifications

Customer communication
Confidential information handling
Microsoft Excel
Customer relationship building
Word embeddings
Administrative experience
Managing clients in a customer support role
Attention to detail
Client services
QuickBooks Online
QuickBooks
Organizational skills
Accounting and finance experience
Payroll
Productivity software
Bookkeeping
Time management

Full Job Description

Robinson, Farmer, Cox (RFC) is looking to hire a top tier Accounting & Client Services Specialist based out of Charlottesville, VA with 2+ years experience to join our team that comes with a generous salary ranging from $55,000-$63,000 dependent on experience!About the Accounting & Client Services Specialist position:The Accounting & Client Services Specialist performs a variety of accounting, bookkeeping, payroll, billing, and administrative duties in support of both RFC clients and internal operations. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining a high level of professionalism and confidentiality. The ideal candidate will have experience in accounting functions such as bookkeeping, payroll processing, accounts receivable, billing, account reconciliations, and client support.

Accounting & Client Services Specialist Duties:

Maintain client general ledgers and accounting records.
Perform bank and account reconciliations.
Prepare financial reports and supporting schedules.
Process client payroll and maintain payroll records.
Prepare quarterly payroll tax returns and related filings.
Prepare federal, state, and local year-end forms, including W-2s, 1099s, 1098s, VA-4s, VA-5s, and VA-6s.
Prepare VEC filings and other payroll-related reports.
Produce QuickBooks reports to support tax preparation and client accounting needs.
Prepare checks and invoices for assigned clients.
Assist with trust and estate accounting engagements.
Communicate with clients regarding bookkeeping, payroll, and tax-related matters.
Prepare and distribute customer invoices and statements.
Process and post customer payments.
Track outstanding balances and assist with collections efforts.
Research and resolve billing discrepancies and account issues.
Reconcile customer accounts and billing records.
Process bank deposits and credit card transactions.
Maintain accurate customer and vendor records.
Assist with month-end accounting procedures.
Prepare correspondence and communicate with taxing authorities on behalf of clients.
Provide support to the Client Services Department and other firm personnel as needed.
Serve as receptionist backup when required.
Maintain confidentiality of client and firm information.
Assist with special projects and other duties as assigned.

Accounting & Client Services Specialist Reqauirements:

Degree in Accounting, finance, or related field is preferred, but not required
2+ years of experience in bookkeeping, payroll, billing, accounts receivable, or accounting support functions.
Understanding of accounting and bookkeeping principles.
Experience with payroll processing and reporting.
Proficiency in Microsoft Office, including Excel and Word.
Experience with QuickBooks Online and/or Desktop.
Strong attention to detail and accuracy.
Excellent organizational and time-management skills.
Strong verbal and written communication skills.
Ability to work independently and as part of a team.
Ability to establish and maintain positive client relationships.
Ability to manage confidential and sensitive financial information.
Ability to manage multiple priorities and deadlines.

While at RFC, you'll enjoy...

100% employer paid Health Insurance policy
Dental Insurance
Life Insurance
Retirement (401K)
Paid Time Off (PTO)
Gym Reimbursement
Professional Development

Job Type: Full-time

Pay: $55,000.00 - $63,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off

Application Question(s):

What are your salary requirements for this position?

Experience:

Bookkeeping: 3 years (Preferred)
QuickBooks: 1 year (Required)
Payroll: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in charlottesville, va

Accounting & Client Services Specialist

Client Account Services Transaction Specialist

Client Reporting and Accounting Associate

Accounting & Client Services Specialist

Wealth Management Client Associate

Staffing and Client Services Director

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