5 client accounting services associate jobs at 3 companies in Charlottesville, VA
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Client Reporting and Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yrHybridFull Time
CornerStone Partners: Outsourced chief investment officer and investment office serving nonprofit endowments, foundations, colleges, universities, and public charities.
2+ YOEBachelor's degree required, minimum 2 years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, and ability to manage multiple priorities.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
LD&B Insurance and Financial Services: Employee-owned independent insurance agency serving individuals and businesses with personal, commercial, benefits, financial, and consulting services.
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
LD&B Insurance and Financial Services: Employee-owned independent insurance agency serving individuals and businesses with personal, commercial, benefits, financial, and consulting services.
Provide client service and operational support for financial services, handle account processing and onboarding, maintain compliance, and perform detailed data entry and reporting.
Financial Services Client Associate (Flexible Work Location)
Harrisonburg, Virginia, United States
$22-$26/hrOnsiteFull Time
LD&B Insurance and Financial Services: Employee-owned independent insurance agency serving individuals and businesses with personal, commercial, benefits, financial, and consulting services.
High school diploma or equivalent, ability to obtain applicable insurance licenses/certifications, strong communication and organizational skills, knowledge of insurance regulations and compliance, valid driver's license, able to work 38 hours per week in office.