1,280 Results for Client Services Associate Jobs in Html

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Senior Fund Accountant - Hedge Fund Specialty

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T23:28:41Z

Senior Fund Accountant, Hedge Fund

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Senior Fund Accounting Manager

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund, Senior Fund Accounting Manager | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-05T23:43:44Z

Hedge Fund, Senior Fund Accountant

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T23:13:47Z

Administrative Assistant/Receptionist

Allston, MA
onsite
Permanent / Full Time
60000.00 - 65000.00 USD / Yearly
We are looking for an Administrative Assistant/Receptionist to support daily office operations in Allston, Massachusetts. This role serves as the first point of contact for visitors while also handling a wide range of clerical and organizational tasks that keep the workplace running efficiently. The ideal candidate is detail-oriented, organized, and comfortable managing routine responsibilities alongside time-sensitive requests. Responsibilities: • Welcome visitors, create a positive first impression, and guide guests to the appropriate staff or department. • Manage incoming calls, respond to general inquiries, and record accurate messages for follow-up. • Support front desk security procedures by monitoring visitor sign-ins and distributing guest identification as needed. • Coordinate outgoing and incoming deliveries, including arranging courier pickups and handling package receipt and distribution. • Keep the reception area, lobby, and shared front office spaces organized, presentable, and ready for daily use. • Collect mail, process and sort correspondence, and distribute letters and packages to the appropriate recipients. • Prepare, edit, and proofread business documents such as letters, memos, and reports for office personnel. • Maintain both electronic and physical filing systems to ensure records are accurate, accessible, and well organized. • Monitor inventory levels and replenish office and kitchen supplies to support uninterrupted daily operations. • Assist with additional administrative assignments, including special projects, check mailings, and creation of office signage when needed.
2026-10-20T20:58:47Z

Administrative Assistant

Houston, TX
onsite
Temporary / Contract
19.00 - 22.00 USD / Hourly
We are looking for a detail-oriented Administrative Assistant to support daily office operations. This is a Contract position suited for someone who can manage front-desk activity, maintain accurate records, and provide responsive administrative support across multiple tasks. The ideal candidate brings strong organizational skills, sound judgment, and the ability to handle communications and clerical work efficiently in a busy office environment. Responsibilities: • Manage incoming phone calls and greet visitors with attention to detail, ensuring inquiries are directed promptly to the appropriate contacts. • Provide day-to-day administrative support by preparing documents, organizing files, and maintaining orderly office records. • Enter and update information in internal databases and spreadsheets with a high level of accuracy and attention to detail. • Coordinate general front-office activities to help keep daily operations running smoothly and efficiently. • Assist with scheduling, correspondence, and routine clerical tasks to support team productivity. • Maintain office documentation and track administrative information so materials remain current and accessible.
2026-10-21T21:48:43Z

Customer Service Specialist

Buffalo, NY
onsite
Temporary / Contract
19.00 - 24.00 USD / Hourly
We are looking for a Customer Service Specialist to join a busy support team in New York. This Contract position focuses on delivering timely assistance to customers, handling high-volume phone interactions, and ensuring orders are entered accurately. The ideal candidate is attentive, detail-oriented, and comfortable managing both inbound and outbound communication while maintaining a positive customer experience. Responsibilities: • Respond to incoming customer calls courteously and provide clear, helpful support for a range of service needs. • Place outbound calls as needed to follow up on requests, confirm details, or provide updates to customers. • Enter customer orders carefully and verify information to support accurate processing and timely fulfillment. • Address questions, concerns, and service issues by identifying solutions and guiding customers through next steps. • Maintain detailed and accurate records of customer interactions, order information, and case activity. • Work efficiently in a call center environment while meeting service expectations for responsiveness and quality.
2026-11-05T16:28:46Z

Receptionist

Layton, UT
remote
Temporary / Contract
17.00 - 18.00 USD / Hourly
We are seeking a professional and customer-focused Receptionist to join a growing organization in Layton. This role serves as the first point of contact for visitors, clients, and callers, providing exceptional customer service while supporting daily office operations.<ul><li>Greet visitors and clients in a friendly and professional manner</li><li>Answer, screen, and direct incoming phone calls</li><li>Manage front desk operations and maintain a welcoming office environment</li><li>Schedule appointments, meetings, and conference rooms</li><li>Receive, sort, and distribute mail and deliveries</li><li>Assist with data entry, filing, and document management</li></ul>
2026-10-30T17:33:45Z

Administrative Assistant

San Diego, CA
onsite
Temporary / Contract
23.00 - 26.00 USD / Hourly
Position OverviewOur client, a well-established construction company in San Diego, is seeking a dependable and organized Administrative Assistant to support daily office operations. This individual will play an important role in keeping the office running efficiently by providing administrative support to management, coordinating schedules, maintaining documentation, and assisting with communication between internal teams, vendors, subcontractors, and clients.The ideal candidate is proactive, detail-oriented, and comfortable working in a fast-paced construction environment where priorities can shift throughout the day.Key Responsibilities<ul><li>Provide day-to-day administrative support to management and the broader office team.</li><li>Answer and direct incoming phone calls, greet visitors, and manage general office inquiries.</li><li>Maintain electronic and physical filing systems, ensuring documents and records are organized and up to date.</li><li>Assist with preparing, editing, and distributing correspondence, reports, spreadsheets, and other business documents.</li><li>Coordinate meetings, appointments, calendars, and internal communications.</li><li>Assist with construction-related documentation, including contracts, purchase orders, invoices, work orders, and project files.</li><li>Communicate with vendors, subcontractors, clients, and internal departments to help coordinate information and follow up on outstanding items.</li><li>Assist with data entry, tracking project information, and updating spreadsheets and internal databases.</li><li>Support invoice processing, expense tracking, and general accounting-related administrative tasks as needed.</li><li>Order office supplies, maintain office organization, and assist with general office coordination.</li><li>Provide additional administrative support and special project assistance as business needs arise.</li></ul>
2026-11-04T16:08:40Z

Senior Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
110000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund, Senior Fund Accounting Manager | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-28T21:08:43Z

Audit Manager - Public

Pittsburgh, PA
onsite
Permanent / Full Time
98000.00 - 115000.00 USD / Yearly
We are looking for an experienced Audit Manager to lead public audit engagements for clients in Pennsylvania. This role combines technical accounting knowledge, team leadership, and client-facing advisory support to deliver accurate financial reporting and well-executed audit services. The ideal candidate brings strong public accounting experience, sound judgment in risk-based audit planning, and the ability to guide engagement teams while maintaining high service standards. Responsibilities: • Lead audit engagements from planning through completion, designing risk-based audit approaches and refining procedures to address key financial reporting areas. • Direct the preparation and final review of financial statements, including clear and compliant note disclosures. • Evaluate work performed by audit staff, provide actionable feedback, and ensure testing across engagement areas is thorough and properly documented. • Serve as a primary point of contact for clients by addressing accounting and auditing questions and recommending practical, thoughtful solutions. • Partner with tax professionals to assess how audit adjustments may affect tax exposure, projections, and presentation in the financial statements. • Keep senior leadership informed of engagement developments, open items, and potential issues throughout the audit lifecycle. • Maintain current knowledge of accounting guidance, regulatory developments, and industry practices to support high-quality engagement delivery. • Build strong client relationships by providing responsive service and identifying additional support opportunities when aligned with client needs.
2026-10-09T14:58:43Z

Collections Specialist

Pawtucket, RI
onsite
Temporary / Contract
20.90 - 24.20 USD / Hourly
We are looking for a Collections Specialist to join our team in Rhode Island on a contract basis. This role focuses on connecting with customers regarding past-due commercial accounts, identifying the reasons for delayed payment, and helping move balances toward resolution through a thoughtful and service-oriented approach. The ideal candidate can balance persistence with empathy, investigate account issues carefully, and support timely payment outcomes while maintaining positive business relationships. Responsibilities: • Contact customers with overdue commercial balances through phone and email outreach to encourage prompt payment. • Review account histories and billing details to determine the cause of unpaid invoices and clarify outstanding issues. • Work with customers to resolve disputes, payment concerns, and account discrepancies that may be delaying collection. • Maintain accurate records of collection activity, customer conversations, commitments, and follow-up actions. • Partner with internal teams to research billing questions and support effective resolution of open account items. • Use Sage 300 and related systems to track account status, document updates, and monitor collection progress. • Prioritize high-value or aging accounts to maximize cash recovery within established timelines. • Provide courteous, solution-focused service that supports payment resolution without using an aggressive collection style.
2026-10-29T15:24:06Z

Legal Assistant

Aspen, CO
onsite
Permanent / Full Time
68000.00 - 75000.00 USD / Yearly
Legal Assistant Our leading law firm client is seeking a polished and highly organized Legal Assistant to support attorneys, paralegals, legal assistants, and other professionals in its Aspen office. Responsibilities include: Provide administrative and practice-group support in a fast-paced legal environmentAssist with new business intake, conflict checks, engagement letters, and file openingManage correspondence, billing, expenses, time entry, audit letters, and other administrative tasksCoordinate travel and meeting logisticsPrepare, edit, organize, scan, copy, and file legal documents and materialsProvide backup support to reception and assist with firmwide projects as neededProactively manage competing priorities while delivering exceptional service What We’re Looking For3+ years of office support experience; law firm experience is a plusStrong proficiency with Microsoft Word, Excel, Outlook, PowerPoint, and Adobe AcrobatExcellent attention to detail, proofreading, communication, and organizational skillsAbility to manage multiple priorities and work effectively under deadlinesProfessional, collaborative, and service-oriented approach Why Consider This Opportunity? Join a highly respected law firm offering a professional, collaborative environment, a 37.5-hour work week, competitive salary, generous PTO and holidays, and a comprehensive benefits package. If you are qualified for this position, please send your resume to Director, mala.saraogi@roberthalf[dot][com] for immediate consideration!
2026-11-03T04:58:40Z

Controller

Kennett Square, PA
onsite
Permanent / Full Time
70000.00 - 120000.00 USD / Yearly
Controller - $100,000–$130,000 + Bonus | On-Site | Kennett Square, PA + Great Benefits A growing, multi-state organization is seeking a Controller to eventually step into the CFO role upon the current CFO’s retirement. The company has experienced steady growth through acquisitions and is looking for a hands-on accounting leader to help support continued expansion. In this role, the Controller will oversee financial operations and contribute to long-term strategic growth. This is a key leadership opportunity for an experienced accounting detail oriented ready to take the next step in their career. Position Overview The Controller will oversee all day-to-day accounting functions, ensure accurate financial reporting, and maintain compliance with GAAP and regulatory standards. This role manages the general ledger, supervises A/P and A/R, leads the month-end close process, and partners closely with executive leadership on budgeting, forecasting, and strategic financial planning. What You’ll Do Lead daily accounting operations, ensuring accuracy across all financial transactions Supervise and develop A/P and A/R teams Manage monthly, quarterly, and year-end close processes Analyze financial statements, reconcile accounts, and ensure GAAP compliance Prepare financial reports, forecasts, and presentations for leadership Strengthen internal controls and drive process improvements Coordinate external audits and ensure timely completion Partner with customer service teams to resolve billing inquiries Support budgeting, special projects, and cross-functional initiatives Work independently, prioritize effectively, and deliver results with minimal oversight Major Qualifications Bachelor’s degree in Accounting, Finance, or a related field CPA preferred 6–8 years of progressive accounting experience, including team supervision Strong understanding of financial reporting, account analysis, and reconciliations Experience overseeing A/P and A/R operations Advanced Excel skills; experience with QuickBooks, NetSuite, or Sage is a plus Excellent communication, analytical, and problem-solving skills Demonstrated leadership ability and capacity to manage multiple priorities Familiarity with billing and customer service workflows is a plus Schedule & Work Environment Permanent, on-site role Monday–Friday, 8:00 a.m.–5:00 p.m. Occasional extended hours during close cycles If you’re a detail-oriented financial leader who values accuracy, team development, and operational excellence, this is an opportunity to make a meaningful impact in a stable, growth-focused organization. 302.985.5215
2026-11-06T21:13:45Z

Project Manager/Sr. Consultant

Torrance, CA
onsite
Temporary / Contract
80.00 - 90.00 USD / Hourly
We are looking for an experienced Project Manager/Sr. Consultant to support a high-visibility client engagement in Torrance, California. This is a Long-term Contract opportunity for a detail-oriented individual who can lead IT initiatives, coordinate cross-functional teams, and keep delivery aligned with business goals. The ideal candidate brings strong project leadership, excels in Agile environments, and is comfortable working onsite Monday through Thursday. Responsibilities: • Lead project planning, execution, and delivery activities for complex IT initiatives while maintaining alignment with timelines, scope, and stakeholder expectations. • Partner with business and technical teams to define priorities, track milestones, and address risks or roadblocks before they impact delivery. • Facilitate Agile ceremonies and promote effective Scrum practices to support steady progress across project workstreams. • Use Jira and related project tools to monitor tasks, maintain visibility into project status, and provide clear reporting to leadership. • Coordinate onsite collaboration with client and internal teams from Monday through Thursday to strengthen communication and decision-making. • Manage project governance activities, including status updates, issue resolution, dependency tracking, and change control as needed. • Support interview and onboarding coordination by helping identify contributors with relevant experience who meet project requirements when applicable.
2026-11-05T15:48:43Z

French Bilingual Customer Service Representaitve

Edina, MN
onsite
Temporary / Contract
22.00 - 25.00 USD / Hourly
Our client is seeking a motivated and service-oriented French Bilingual Customer Service Representative to support customers. This role is ideal for someone who enjoys building relationships, resolving customer concerns, and providing professional support in both French and English. The successful candidate will act as a trusted resource for customers by answering questions, processing requests, and ensuring a positive customer experience from start to finish. Key Responsibilities<ul><li>Serve as the primary point of contact for French- and English-speaking customers.</li><li>Coordinate with internal departments to resolve customer issues and ensure timely follow-up.</li><li>Monitor customer requests from initiation through resolution and provide status updates as needed.</li><li>Process orders, returns, refunds, and account changes accurately and efficiently.</li><li>Maintain detailed records of customer interactions and update information in company databases.</li><li>Educate customers on available products, services, and self-service resources.</li><li>Identify trends in customer concerns and communicate feedback to management.</li><li>Support customer retention efforts by building strong relationships and delivering a positive service experience.</li><li>Assist with special projects and administrative tasks as assigned.</li></ul>
2026-10-23T14:48:44Z

Tax Manager - Public

Columbia, SC
onsite
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
We are looking for an experienced Tax Manager to join a growing public accounting team in Columbia, South Carolina. This role is ideal for a tax specialist who can oversee complex engagements, advise clients on planning opportunities, and guide staff in delivering accurate, high-quality work. The position offers the opportunity to partner with a diverse client portfolio while contributing to a collaborative and forward-thinking firm environment. Responsibilities:• Lead the preparation and final review of sophisticated tax filings for individuals, partnerships, corporations, and trusts, ensuring accuracy and compliance.• Advise clients on tax-saving opportunities and planning strategies tailored to their business operations, financial goals, and industry considerations.• Direct, coach, and develop tax team members by assigning work, reviewing deliverables, and providing constructive performance feedback.• Build and maintain strong client partnerships by responding to questions, addressing concerns, and delivering dependable guidance throughout the engagement lifecycle.• Analyze complex federal, state, and local tax matters and present practical recommendations supported by thorough research.• Oversee multiple tax engagements at once, managing timelines, priorities, and quality standards to meet deadlines effectively.• Contribute to practice growth by supporting proposals, participating in presentations, and identifying opportunities to expand client relationships.• Monitor changes in tax legislation and emerging industry developments, translating new requirements into actionable guidance for clients and internal teams.
2026-10-08T18:13:43Z

Administrative Assistant

Santa Monica, CA
onsite
Temporary to Hire
60000.00 - 75000.00 USD / Yearly
We are looking for a highly organized Administrative Assistant to support a Managing Director and contribute to the day-to-day needs of private equity firm in Santa Monica. This permanent opportunity is ideal for someone who thrives in a fast-paced environment, balances multiple priorities with accuracy, and takes pride in delivering strong administrative support. The role combines executive coordination, expense management, document preparation, and office operations while partnering with internal teams on a range of business initiatives. This role requires you to be onsite daily and this firm offers career advancement. Bachelor's degree is required. Responsibilities:• Provide day-to-day administrative assistance to a Managing Director, ensuring priorities are handled efficiently and effectively.• Manage complex calendars, arrange meetings, confirm schedules, and proactively address conflicts or last-minute changes.• Prepare, track, and reconcile detailed expense activity, including receipt collection and reimbursement processing for corporate card usage.• Oversee monthly expense report follow-up in Concur, working with employees to resolve incomplete submissions and required corrections.• Draft, format, review, and refine documents and presentations while coordinating printing and final production of business materials.• Maintain office readiness by ordering supplies and meals, stocking shared spaces, and keeping conference rooms organized and presentable.• Coordinate facility-related needs by submitting building service requests and following through on maintenance items as needed.• Assist with corporate entity setup tasks such as securing tax identification numbers, preparing required tax forms, and supporting bank account documentation.• Partner with legal, compliance, tax, accounting, investment professionals, and outside counsel to gather and share information tied to entity and corporate support activities.• Contribute to special assignments and provide administrative support across additional projects as business needs evolve.
2026-10-16T17:03:59Z

AR, Credit & Collections Specialist

Fitchburg, MA
onsite
Permanent / Full Time
58000.00 - 62000.00 USD / Yearly
We are looking for an experienced AR, Credit & Collections Specialist to support financial operations for a manufacturing organization in Fitchburg, MA This role focuses on maintaining accurate receivables activity, monitoring customer credit exposure, and partnering with internal leadership to address payment issues efficiently. The ideal candidate brings strong attention to detail, sound judgment in credit matters, and the ability to communicate professionally with both customers and internal stakeholders. Responsibilities:• Manage day-to-day accounts receivable activity, including posting incoming payments and ensuring customer accounts remain accurate and current.• Review aging reports to track overdue balances, recommend credit restrictions when accounts become delinquent, and maintain an up-to-date daily credit hold list.• Contact customers to follow up on outstanding invoices, document payment commitments, and prepare regular collections updates for management.• Research billing questions and disputed charges, then work with the appropriate parties to resolve discrepancies in a timely manner.• Evaluate new customer creditworthiness by reviewing commercial credit references and Dun & Bradstreet reporting before accounts are established.• Gather and maintain required customer documentation, including tax-exempt certificates and W-9 forms, to support compliance and account setup.• Respond to external credit inquiries and provide accurate account reference information in line with company standards.• Process credit card transactions and issue formal collection notices or demand letters when escalation is necessary.• Provide administrative and accounting support to finance leadership and assist with accounts payable coverage when needed. **For immediate consideration please call me asap and directly 508-205-2127, Eric Lebow** THIS ROLE IS 100% IN OFFICE M-F 8-5
2026-11-04T11:43:42Z

Administrative Assistant

Boise, ID
remote
Temporary / Contract
23.00 - 27.00 USD / Hourly
Do you possess excellent organizational skills and enjoy working in a fast-paced environment? Robert Half is seeking Administrative Assistants to support our clients’ frequent needs in the area. The Administrative Assistant roles typically include answering busy phone lines, greeting walk-in guests, and handling general clerical responsibilities. This is a dynamic position for an individual who is organized and committed to working with great companies. The Administrative Assistant will assist with filing, copying, and faxing for multiple departments. The Administrative Assistant will check mail and emails daily, respond to inquiries, forward communication, when necessary, set appointments, handle filing, and assist in coordinating schedules and activities. These roles will require strong computer and data entry skills, so proficiency in Microsoft Word and Microsoft Excel is preferred. The successful Administrative Assistant will be detail-oriented, have strong problem-solving skills, be able to communicate effectively, and have excellent customer service skills. The ideal Administrative Assistant will be self-directed, articulate, and provide positive attention to clients and vendors.
2026-10-23T22:13:45Z

Billing Specialist

Minneapolis, MN
onsite
Permanent / Full Time
65000.00 - 75000.00 USD / Yearly
We are looking for a detail-oriented Billing Specialist to support billing operations for our professional services client in Minneapolis, Minnesota. This role focuses on preparing accurate invoices, maintaining organized billing records, and responding to billing-related questions from clients. The ideal candidate is comfortable working with electronic billing processes, handling detailed reporting requests, and contributing to a collaborative team focused on timely monthly billing activities. Responsibilities:• Create, revise, and finalize invoices based on attorney and client billing guidelines, ensuring accuracy in narrative edits, time transfers, and expense allocations.• Produce customized billing reports as needed and organize completed invoices within the firm's electronic filing structure.• Respond to questions related to billing entries and time submission, providing dependable support to internal users.• Maintain comprehensive billing instructions and reference materials so invoices are prepared consistently according to client and attorney preferences.• Manage electronic billing activities such as submitting invoices, coordinating rate approvals, supporting budget-related requests, and assisting with new client billing setup.• Partner with the billing team to address issues, improve coordination, and help keep monthly billing cycles on schedule.• Communicate with clients regarding billing matters and follow through on open questions to resolution.• Support additional departmental assignments and provide backup assistance to colleagues when needed. An ideal candidate will have an Associates or Bachelors Degree in Accounting, Business, or similar, however experience will be considered in lieu of degree. 3+ years of billing experience is required, in addition to intermediate MS Excel knowledge. Candidates must be local to the Twin Cities for consideration - out of state candidates will not be considered. This role is primarily onsite in Downtown Minneapolis with flexibility to work from home 1 day/week at absolute most post-probationary period. Beginning pay is $65-75k depending on qualifications. Full and competitive benefits are offered, including health, dental, vision, PTO, and 401k with match. For immediate consideration, please apply directly with an up to date resume.
2026-11-03T15:28:46Z

Open Enrollment Coordinator

Cedar Rapids, IA
onsite
Temporary / Contract
19.00 - 23.00 USD / Hourly
Open Enrollment CoordinatorContract Opportunity | Cedar Rapids, IAAbout the RoleOur client is seeking an Open Enrollment Coordinator to provide administrative support during a busy benefits enrollment season. This position will partner closely with Human Resources to ensure enrollment activities are completed accurately, employees receive timely assistance, and all documentation is processed efficiently.Key Responsibilities<ul><li>Assist employees with benefit enrollment questions and enrollment-related communications</li><li>Process and track enrollment forms, change requests, and supporting documentation</li><li>Perform data entry and maintain accurate employee records within HR systems</li><li>Coordinate meetings, schedules, and enrollment deadlines</li><li>Audit enrollment paperwork for completeness and accuracy</li><li>Follow up with employees regarding missing information or required documentation</li><li>Support benefits reporting and administrative HR projects</li><li>Maintain confidentiality of employee and benefit information</li></ul>
2026-11-03T16:28:44Z

Administrative Tax Support

Minnetonka, MN
onsite
Temporary / Contract
23.00 - 27.00 USD / Hourly
We are looking for a detail-oriented Administrative Tax Support team member to join a collaborative team in Minnesota. This Long-term Contract position will assist tax and advisory staff by managing client records, preparing documentation, and helping keep tax-related workflows accurate and on schedule. The ideal candidate is organized, comfortable working across multiple systems, and able to handle sensitive information with care. Responsibilities: • Maintain and update client records in internal platforms, ensuring information is accurate, complete, and current. • Review tax and financial documents for completeness and proper formatting before they move forward in the preparation or filing process. • Organize, scan, copy, and file client materials in both digital and physical formats so documents remain secure and easy to access. • Prepare and assemble completed tax return packages for delivery, confirming that all supporting paperwork is included. • Retrieve client details and documentation for advisors and other team members to support research, follow-up, and issue resolution. • Perform accuracy checks on records and returns by comparing current information with prior-year data and applicable filing guidelines. • Assist with researching client questions related to tax documentation, account information, or financial service requests. • Support electronic client correspondence and help prepare administrative materials needed by wealth advisors and tax professionals.
2026-11-03T23:08:44Z

Pricing Managr

Irvine, CA
onsite
Permanent / Full Time
130000.00 - 140000.00 USD / Yearly
We are looking for an experienced pricing specialist to guide pricing strategy and governance for a Financial Services organization based in Irvine, California. This role will shape how pricing decisions are evaluated across products, services, and customer relationships while partnering with senior leaders to improve margin performance. The ideal candidate combines strong analytical judgment with the ability to translate financial data into practical recommendations that support profitable growth. Responsibilities: • Lead pricing governance activities across the enterprise and help ensure pricing decisions align with business objectives and financial targets. • Assess pricing approaches for products, services, and client arrangements, using data to recommend strategies that strengthen profitability. • Work closely with leaders in Product, Sales, and Finance to review pricing performance and support informed commercial decisions. • Manage the Pricing Committee process, including preparation of analyses, presentation of findings, and follow-through on approvals and action items. • Develop financial insights at the customer and portfolio level to identify trends, risks, and opportunities for improved business results. • Build and refine pricing models that support scenario analysis, profitability evaluation, and long-term planning. • Analyze pricing data using tools such as Qlik and SAP Business Warehouse to generate clear reporting and actionable recommendations. • Partner with stakeholders to uncover margin improvement opportunities related to offerings, account structures, and overall pricing execution.
2026-11-04T17:43:47Z

Customer Account Specialist

Phoenix, AZ
onsite
Temporary / Contract
25.00 - 28.00 USD / Hourly
We are looking for a detail-oriented Customer Account Specialist to support order administration and customer account activity in Phoenix, Arizona. This is a Long-term Contract position that begins with onsite training and is expected to move to a hybrid schedule with at least two onsite days per week based on business needs. The ideal candidate brings strong analytical judgment, a service-focused mindset, and the ability to manage a high volume of transactions while maintaining accuracy. This role works closely with internal teams and external customers to keep orders moving efficiently, address issues proactively, and uphold compliance requirements. Responsibilities: • Manage a large portfolio of active customer orders each day, ensuring records are updated accurately and transactions are completed in a timely manner. • Serve as a primary point of contact for internal partners and external customers by responding to account questions, providing order updates, and resolving service-related concerns. • Oversee repair order activities from initial receipt through final billing, including order acknowledgment, pricing support, exchanges, and invoice processing. • Review customer agreements and apply contract terms correctly when entering, processing, and fulfilling account requests. • Monitor order flow and delivery commitments to identify potential delays early and take action to reduce service risks and possible financial exposure. • Evaluate warranty requests to confirm eligibility and determine the appropriate next steps for disposition and resolution. • Maintain compliance with applicable trade and regulatory requirements throughout order handling and customer account administration. • Support operational processes tied to contract administration, quality expectations, and related account documentation as required.
2026-10-29T15:08:45Z

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