Client Account Representative jobs in Capital District

As a client service representative, you’ll play a pivotal role in driving our client satisfaction and revenue leading into retention and revenue growth objectives. You will be providing phone-based support to customers from the comfort of your home! You will help resolve and escalate product & platform issues and answer account and billing questions. You will be using your communication skills...

The Client Services Representative will assist customers with questions, and concerns, and educate them on the client’s products and services. The successful person in this role will encourage a direct and positive relationship with customers. Job Responsibilities - Answer a minimum of 30 inquiries via email, phone, or chat in a professional and upbeat manner; - Resolve client cases for the...

This is a remote position. Job Highlights: - Contract type: Independent Contractor - Schedule: (Schedule to be discussed by client) Eastern Time — includes a 60-minute unpaid break - Total Weekly Hours: 40 hours Position Overview The Field Services Administrative & Client Support Representative provides operational, scheduling, and communication support to the Field Services team. This role...

Grow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes...

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We...

A leading financial institution in Manila is seeking a Senior Analyst to ensure the accuracy and timeliness of team goals. The role requires excellent communication skills, in-depth client accounting knowledge, and flexibility in a dynamic work environment. Candidates should have a college degree and relevant experience in client accounting. Join a company that values a collaborative culture and...

A growing U.S.-based client accounting services firm is seeking a Senior Manager, Client Accounting Services (CPA) in the Philippines. In this full-time, client-facing leadership role, you will oversee a global team of accountants and ensure high-quality service delivery to U.S. clients. Your responsibilities will include managing compliance with U.S. GAAP, mentoring staff, and utilizing tools...

If you want to make valuable contributions to your team and expand your career and skills in project management, business operations, and in the financial operations world, then our Business Operations team within JP Morgan Chase may have a great opportunity for you. This role supports Global Corporate Banking by driving efforts to understand, challenge, and continuously improve risk and control...

A leading accounting firm in Metro Manila is hiring a Senior AU Tax Accountant with 2-3 years of Australian taxation experience. The ideal candidate will excel in communication and problem-solving, and have experience with Xero Tax and Xero Tax Manager. Responsibilities include preparing tax returns and liaising with clients to provide tax advice. This role also encourages contributions to...

Join to apply for the Assistant Vice President, Client Accounting (America) role at MicroSourcing . Responsibilities Prepare and review management accounts (e.g., monthly, quarterly, semi-annual or annual accounts) for various types of clients such as investment funds, holding companies, aircraft leasing entities and structured finance vehicles. Prepare and review annual financial...

A leading health service provider is seeking a Service Delivery Manager to oversee client account success in a remote capacity. The role requires 8+ years in service delivery and proven leadership experience in managing strategic accounts. Responsibilities include fostering client relationships, improving service quality, and driving operational efficiency. Strong English communication skills and...

Responsibilities The position is primarily responsible for: client and account creation activities Qualifications Graduate of any four-year course Proficient in Microsoft Office applications Must possess good communications skills, computer literate and can work with minimum supervision Analytical, hardworking, people and service-oriented, has the ability to work under pressure and a team...

About Sleek Through proprietary software and AI, along with a focus on customer delight, Sleek makes the back-office easy for micro SMEs. We give Entrepreneurs time back to focus on what they love doing - growing their business and being with customers. With a surging number of Entrepreneurs globally, we are innovating in a highly lucrative space. We operate 3 business segments: - Corporate...

JOB DESCRIPTION:The Client Account Manager is responsible for managing and nurturing relationships with clients to ensure their satisfaction and loyalty. This role involves understanding client needs, developing and implementing strategies to meet those needs, and ensuring the delivery of high-quality services. The Client Account Manager serves as the primary point of contact for clients,...

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We...

At JPMorgan Chase, we are committed to delivering outstanding service and innovative solutions to our clients. As a global leader in financial services, we value diversity, collaboration, and a client-first mindset. Joining our team means being part of a dynamic organization that prioritizes professional growth, offers competitive benefits, and encourages creativity and teamwork. If you are...

A leading offshore managed services provider in the Philippines is seeking an experienced Assistant Vice President, Client Accounting. You will prepare and review management accounts, ensure compliance with various accounting standards, and provide coaching to junior staff. The ideal candidate must hold a degree in Accounting or Finance and have over 7 years of experience in financial services,...

We are seeking a highly experienced Senior Manager, Client Accounting Services (CPA) based in the Philippines to lead a global team of accountants and bookkeepers. This is a senior, client‑facing leadership position, with responsibility for overseeing client service delivery, managing international teams, and providing technical accounting expertise. Because this role is heavily client‑facing...

This is a remote position. Job Highlights: - Contract type: Independent Contractor - Schedule: 20 hours per week; Flexible within Monday through Friday 8am to 5pm - CST Client Overview: This organizational development company partners with startups and transitional firms at critical growth stages. They’ve identified a significant market opportunity helping emerging businesses access...

Responsibilities The position is primarily responsible for: client and account maintenance Qualifications Graduate of any four-year course Proficient in Microsoft Office applications Must possess good communications skills, computer literate and can work with minimum supervision Analytical, hardworking, people and service-oriented, has the ability to work under pressure and a team...