Top 9 Client services associate Jobs in Wenatchee, Wa

Client Accounting Specialist
Cordell, Neher & Company, PLLC —Wenatchee, WA
- $20 - $25 an hour
- Overtime
- Writing skills
- Basic math
- Office
- Health insurance
- Dental insurance
Quick Apply
Bilingual Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Wenatchee, WA
- $50,000 - $135,000 a year
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Insurance Sales Agent
Farmers Insurance Group-District 16 —Wenatchee, WA
Proof of financial assets is required for this entry point or Protégé/Associate Graduation. You’ll be eligible to earn lucrative bonuses (Up to 300% your first…
$50,000 - $150,000 a year
Quick Apply
Bilingual Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Wenatchee, WA
A Personal Lines or Property and Casualty license (preferred, but not required). Ensure Accuracy: Maintain records of transactions, including deposits and…
$50,000 - $135,000 a year
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
Quick Apply
1d
Client Experience & Sales Associate- Part Time
The Tox Dublin —Dublin, OH
Schedule appointments, manage the front desk, answer phones, and respond to client inquiries. Review incoming leads daily and proactively follow up with…
$16 an hour
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for client services associate in wenatchee, wa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near wenatchee, wa

Client Specialist jobs in Southampton, NY

Client Services Associate jobs in Baltimore, MD

Document Specialist jobs in Cleveland, OH

Client Specialist jobs in West Haven, CT

Client Specialist jobs in San Francisco, CA

Clinical Specialist jobs in Charlotte, NC

Client Specialist jobs in Boulder, CO

Bilingual Spanish jobs in New York, NY

Bilingual Sales Representative jobs in Jacksonville, FL

Car Sales jobs in Dearborn, MI

Car Sales jobs in Massachusetts

Bilingual Sales Representative jobs in Tarrytown, NY

Bilingual Sales Representative jobs in Baltimore, MD

Bilingual Sales Representative jobs in New York, NY

Bilingual jobs in Omaha, NE

Client Accounting Specialist

Cordell, Neher & Company, PLLC -
Wenatchee, WA

Quick Apply

Job Details

Full-time
$20 - $25 an hour

Benefits

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

Qualifications

GAAP

Full Job Description

Role and Responsibilities:

Under general supervision, Accounting Specialists in the Client Accounting Services (CAS) department perform a variety of professional bookkeeping and accounting services, primarily for business clients, that outsource such needs to CNC. The services provided by the CAS department range from daily bookkeeping to quarterly and/or annual tax reports and require a high level of attention to detail and accuracy. To perform this job successfully, an individual must be able to perform each essential function, listed below, satisfactorily, as they are representative of the knowledge, skill and abilities required. The omission of specific duties does not exclude them if the work is similar, related, or a logical assignment to the position.

Build on knowledge acquired in college or previous experience to gain a functional level of technical and operational knowledge to proficiently perform assigned tasks
Accurately and timely process Payroll (piecework, daily, weekly, bi-weekly, semi-monthly, and monthly pay periods), making any necessary General Ledger entries
Regularly reconcile bank accounts, credit card statements, and other financial accounts regularly
Maintain accurate and up-to-date financial records for assigned clients
Print monthly, quarterly, and annual statements, ensuring accuracy and timeliness of delivery/completion
Serve as a point of contact for client inquiries and provide exceptional client service
Communicate with clients to gather necessary financial information and documentation
Prepare, file, schedule, and record Payroll tax reports
Prepare, file, schedule, and record Sales Tax/BusinessOccupational tax reports
Process and record Accounts Payable invoices, statements, and payments
Process and record Accounts Receivable invoices and application of payments
Perform analytical and detailed work with numerical data efficiently and accurately
Utilize and develop a functional understanding of firm software and internal workflow/procedures to manage binder documentation and maintain client information
Familiarity with Engagement Agreements, identifying and reporting any modifications or deviations in the agreed scope of work
Exercise and model strict confidentiality and information security practices
Follow firm accounts receivable policy and notify managing member of clients with balances of 90+ days
Accurately report and release billable and non-billable time consistently and understand its importance
Meet productivity standards
Respond to inquiries from tax authorities
Adhere to agreed-upon work schedule

Preferred Skills:

Ability to communicate clearly and concisely, orally and in writing
Ability to use critical thinking to carry out instructions furnished in written, oral, or diagram form
Working knowledge of basic office technology, particularly Microsoft Office Suite including Excel
Working knowledge of various accounting programs, particularly QBO desktop and QBO online versions, and Paychex
Ability to apply basic mathematical skills
Ability to build and maintain strong client relationships

Qualifications and Education Requirements:

Associate's degree in Accounting, Finance, or a related field with appropriate GPA OR equivalent work experience
Knowledge of Generally Accepted Accounting Principles
2+ years of bookkeeping experience, preferably in a client-facing role
Experience with statement preparation and account reconciliation

Working Conditions:

Typical office environment with standard office hours.
Occasional overtime may be required during peak periods (e.g., fiscal year-end, tax season).

Pay Range: $20 - $25/hr

Equal Opportunity Employer:

Cordell, NeherCompany, PLLC is an equal opportunity employer and welcomes candidates from diverse backgrounds.

Quick Apply

Refine Your Search

client services associate jobs in wenatchee, wa

Client Accounting Specialist

Bilingual Sales Representative (Sales, Customer Service)

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in wenatchee, wa

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected