Client Accountant Job at Ogier

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , San Francisco

Salary:

67000.00 - 80000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
30 days paid time off each year including Vacation and Holidays

Fulltime

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , Stamford

Salary:

60000.00 - 75000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Fulltime

Client Account Manager

We have an exciting opportunity for a Client Account Manager to lead major sport...

Location

United Kingdom , London

Salary:

Not provided

JACK RYAN

Expiration Date

Until further notice

Requirements

3–5 years’ account management experience with sports or gaming clients
Understanding of sponsorship activation and fan engagement strategies
Strong communication, organisation, and leadership skills

Job Responsibility

Lead client relationships across high-profile sports and gaming brands
Manage multi-channel campaigns, ensuring integration and performance
Provide strategic insights to grow client accounts
Coordinate internal teams and external partners for smooth campaign delivery
Monitor performance and prepare actionable reports

What we offer

28 days annual leave (plus bank holidays)
Performance-related bonus scheme
Workplace Pension Scheme
Comprehensive Private Healthcare Policy provided by AXA Healthcare (includes 24/7 GP)
£500 Dental Cashback Scheme provided by AXA
24/7 Employee Assistance Programme and access to mental wellbeing programmes
Gym membership discounts
Fully structured workforce Learning and Development (L&D) programme

Fulltime

Practice Client Accountant

As a Practice Client Accountant, you will be responsible for the smooth running ...

Location

United Kingdom

Salary:

Not provided

The Wow Company

Expiration Date

Until further notice

Requirements

A positive attitude, who loves working as part of a team
At least 2 years working in a similar role, within an accountancy practice
ACA / ACCA qualified - or working towards
Qualified by experience within an accountancy practice, if you don’t have the above
A passion for delivering great client service, including the ability to build trust and rapport quickly
Experience of dealing with small business owners
Great organisation skills, including the ability to prioritise a changing workload
A passion and desire to make a difference

Job Responsibility

Being the first port of call for all questions from clients
Managing the year-end accounts process, including preparation for pre-year-end meetings, plus reviewing and finalising accounts
Helping business owners have meaningful information at their fingertips
Getting involved in interesting project work for clients
Advising business owners on how they can improve their businesses
Building your portfolio by inducting new clients

What we offer

Be part of a team really going places
Get involved in developing strategic plans for the company's growth
Be trained in skills to help you be a world-class accountant
Use the latest technology to help deliver a truly awesome client experience
Stay ahead of the game when it comes to best practice and regulation changes
Flexible working around Wow’s core hours of 10am-4pm
Laptop provided
Quarterly team days and social events
Online and in-person events to build relationships and get support

Fulltime

Private Clients Account Handler

We are currently recruiting for a key client of ours who are on the lookout for ...

Location

United Kingdom , Birmingham

Salary:

35000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Understanding of relevant classes of business
Ability to identify opportunities for business development
Understanding of legal principles of insurance and risk management concepts
Experience in marketing and servicing the insurance needs of clients
Excellent verbal and written communication skills

Job Responsibility

Servicing of client insurance programs
Check policy documentation for accuracy before issuance to the client
Manage all renewals effectively and in a timely manner
Obtain quotations for new and renewal business
Prepare market and client documentation
Resolve client queries and changes in cover promptly and effectively
Provide management information as required

Fulltime

Client Account Assistant

Are you ready to step into an exciting role where your skills will shine? Our cl...

Location

United Kingdom , City of London

Salary:

30000.00 - 35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience in managing client money accounts is essential
Proficiency in Microsoft Excel for reporting and reconciliations
Experience in Accounts Payable or Purchase Ledger is valuable
Experience with Basecone, Twinfield, and CCH is desirable
Familiarity with ICAEW's Client Account Regulations is preferred
Exceptional ability to manage multiple tasks with accuracy
Strong verbal and written skills to engage confidently with clients and internal teams
Previous experience in compliance-related work (Desirable)
Knowledge of AML and compliance regulations (Desirable)

Job Responsibility

Payment Processing: Ensure smooth transactions from client bank accounts while adhering to regulatory standards
Account Monitoring: Keep a close eye on account balances to guarantee sufficient funds are available for client needs
Reconciliation Duties: Perform bank reconciliations, updating transaction histories and maintaining accurate financial records
Account Management: Open and close client accounts in compliance with regulations and prepare necessary documentation
Fee Note Preparation: Raise quarterly fee notes and handle client account documentation with precision
Query Resolution: Address internal and external account-related queries and escalate complex issues when needed
Audit Support: Assist with internal audits and regular reviews of client accounts
Team Support: Provide holiday cover for other finance team members, ensuring seamless operations

What we offer

Hybrid Working: Enjoy the flexibility of working from home or in the office-whatever suits you best
Flexible Working Hours: We understand that life happens
work hours can be adjusted to fit your schedule
25 Days Annual Leave: Plus bank holidays-because you deserve a break
Birthday Off: Celebrate your special day with an additional day off
Summer Fridays: Enjoy a shorter workday on Fridays during the summer months
Bank Holiday Flexibility: Choose how you want to use your bank holidays
Career Growth: Enjoy exciting opportunities to elevate your career and reach new heights
Supportive Environment: Experience hands-on training and personal development from leading practitioners and experts
Your Voice Matters: Be part of a culture where you are challenged, supported, and most importantly, heard

Fulltime

Client Accounting Services Specialist

We are seeking a self-motivated, reliable, detail-oriented individual with a str...

Location

United States , Santa Barbara

Salary:

Not provided

Bartlett, Pringle & Wolf, LLP

Expiration Date

Until further notice

Requirements

Minimum of 5 years of accounting experience
Working experience with QuickBooks Online or similar accounting software
Bachelor’s degree in accounting or business administration with an emphasis in accounting strongly preferred
Enjoy working in a team environment
Desire to continue learning
Ability to interact with a variety of clients in a professional and courteous manner
Possess strong communication skills
Ability to prioritize workload to meet important deadlines

Job Responsibility

Maintain accounts receivables and payables
Record and reconcile inventory, revenue, expenses, and fixed asset activities
Ensure accurate and timely preparation of monthly financial statements and cash flow statements
Prepare payroll, payroll tax returns, and sales tax returns
Prepare Forms 1096/1099 and Forms W-2/W-3
Investigate and correct errors and inconsistencies in financial entries
Analyze, develop, and implement improvements or recommendations for clients
Manage electronic files, documents, and schedules

What we offer

Health insurance benefits
401(k) Plan
Flexible Benefit Plan
Profit-sharing
Bonus opportunities
Flexibility with work schedules

Fulltime

Senior Account Executive, Client Services

As our Senior Account Executive, your primary goal is to oversee successful impl...

Location

United States

Salary:

90000.00 - 105000.00 USD / Year

Vaniam Group

Expiration Date

Until further notice

Requirements

Candidate must reside within NJ, NY, Delaware, PA, or CT to be eligible for this role
Bachelor’s degree
3+ years of client services experience
2+ years of agency or pharmaceutical advertising experience (required)
1+ year of oncology/hematology experience
Proficiency with MS Office, Adobe, WebEx (or other similar systems)
Ability to innovate/brainstorm new ideas to solve client challenges
Demonstrate leadership skills and ability to prioritize and plan work activities, use time efficiently, plan for additional resources, set goals and objectives, organize other people and other tasks
Excellent quantitative and analytical skills and ability to synthesize complex or diverse information
Excellent problem-solving skills, including the ability to analyze information skillfully, develop alternative solutions, and work well in group problem-solving solutions

Job Responsibility

Oversee successful implementation of existing client SOWs, coordinating internal and external resources, managing timelines and budgets, and providing day-to-day communication with the clients
Understand the therapeutic area of assigned account(s) and competitive environment
Demonstrate significant knowledge of agency procedure, be an advocate for agency process, and contributes to process improvement
Understand a wide range of digital and non-digital project types across Medical Affairs and Commercial functions
Modify core product framework plans to form custom project plans
Demonstrate knowledge of healthcare regulations and client positioning and strategy
Evaluate deliverables against Project Briefs
Contribute thoughtfully to the brand tactical planning
Provide accurate and thorough documentation: status reports, contact report, timelines
Own day-to-day tactics and execution within agency

What we offer

100% remote environment with opportunities for local meetups
Positive, diverse, and supportive culture
Passionate about serving clients focused on cancer and blood diseases
Investment in you with opportunities for professional growth and personal development through Vaniam Group University
Health benefits – medical, dental, vision
Generous parental leave benefit
Focused on your financial future with a 401(k) plan and company match
Work-life balance and flexibility
Flexible time off policy for rest and relaxation
Volunteer time off for community involvement

Fulltime

Client Accountant

Ogier

Location:
Jersey

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 01, 2026

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