4 results for Client Services Associate Jobs in 78719, Austin, TX, US

We are always looking to add STAR client service professionals to our dynamic and growing Client Service Operations Team as a Senior Associate. The Senior Associate works in a team setting to assist our Wealth Managers in answering client needs and requests.This position has significant direct con...

Responsible for providing accounting and administrative services to ultra-high net worth individuals and family clients, including maintaining the general ledger, generating journal entries, coordinating monthly close, preparing financial statements, managing accounts payable, reconciling bank and c...

Responsible for preparing monthly financial reporting packages, maintaining accounting records for ownership entities, monitoring compliance with agreements, preparing annualized income and expense projections, preparing journal entries for significant transactions, and assisting in the preparation ...

Responsible for providing accounting and administrative services for multiple clients, including maintaining general ledgers, coordinating monthly closes, preparing financial statements, managing bank reconciliations, overseeing year-end reporting, and responding to client inquiries. Involves client...