Client Accounting Services Manager Job at Davis & Hodgdon Associates

VP, Client Services Senior Manager

The KL Client Services Lead is responsible for overall Client Experience relatin...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ yrs experience in a Client Services environment, preferably in Custody
Relevant knowledge of more than 1 Custody function is highly advantageous
Experience working with global, multi-region initiatives, projects and teams, including large matrix organizations
Experience leading/managing Custody operations or any functional unit within Custody is advantageous
Strong Custody knowledge and technical know-how is essential
Strong analytical skills – the ability to analyze processes and systems, evaluate data, and identify process improvements
The ability to coordinate and lead colleagues in achieving a common objective
Exceptionally strong interpersonal and relationship-building skills
Experience in dealing in high volume, client sensitive issues
Energetic, flexible, collaborative, and proactive

Job Responsibility

Service Level Compliance- 100% service level compliance across all functions, in line with both external contractual agreement as well as internal Product/Business expectation
Financial Management across designated GOC for Client Services, ensuring that the department manages cost targets as well as resource management
Standardization of service offering across all Operational functions, ensuring that the Client Experience is “One Custody” globally
Simplify technology across the group, with key focus on client query tooling, data and reporting
Drive Citi initiatives aimed at reducing the high level of touch points and queries within the Bank related to Custody processes
Continually review and enhance the Client services processes in partnership with the Functional Heads and direct management team to drive positive client experience
Support the execution of any associated Location Strategy activities, ensuring that the operation remains fully compliant with all aspects of Send/Receive site requirements, whilst ensuring suitable training material and post go live support is robust and executed
Collaborate with the Productivity Office to assess and support opportunities to reduce inefficiency within the Function
Promptly recognize and take action on gaps within the process control framework to ensure that the control steps across the lifecycle of the process are relevant, documented and understood within the process teams
Staff management

What we offer

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
We have a variety of programs that help employees balance their work and life

Fulltime

HPE Financial Services SLED Account Manager

Serves as the overall account lead (single point of contact) for SLED (state and...

Location

United States , Western United States

Salary:

141000.00 - 332000.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

University or Bachelor's degree
Detailed knowledge of key customer types or customers on given products
Typically 6-12 years of experience as referenced above
Industry experience required – leasing or public sector sales
Experience in product specialty (computers, printers, servers, storage)
Knowledge of state/local government/education market or leasing/financing experience
Understanding of leasing/accounting pricing and concepts
Has good leadership skills and cross functional expertise
Must have good time management skills
Broad understanding of the customer's needs

Job Responsibility

Builds growth opportunities using the account planning process
actively manages planning process through scheduled reviews and updates
Extensive time working with and leveraging external partners to deliver solution sale
Significant percentage of time spent directly with customer
interfaces with all levels, including highest within customer organization
highly diverse set of functions and buyers
focus in on management level
Develops business plan in conjunction with customer
Applies consultative-selling techniques to identify and advance opportunities that result in ongoing profitable revenue growth for the company
Maintains high-level of customer loyalty and builds trust and integrity, as indicated in company conducted surveys and reports

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Customer Service Account Manager

This is a pivotal position within the business, responsible for managing incomin...

Location

United Kingdom , Burgess Hill

Salary:

25000.00 - 26000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in a customer-facing or service role
Strong communication and interpersonal skills
Highly organised with a proactive and professional approach
Ability to manage multiple tasks and work well under pressure

Job Responsibility

Respond to customer enquiries promptly and professionally
Process orders accurately in line with company procedures
Maintain regular communication with clients, offering updates and support
Coordinate with internal teams to align production with customer expectations
Follow up post-delivery to gather feedback and ensure satisfaction
Keep detailed records and documentation for all client interactions
Support online order handling and general service queries

Fulltime

Client Services Manager

Global Trade Solutions Department (GTS) is where HSBC began in 1865, when we fin...

Location

Poland , Krakow

Salary:

Not provided

HSBC

Expiration Date

February 13, 2026

Requirements

Provide transactional trade advisory to assigned clients, Business Development Managers (BDMs) and Relationship Managers (RMs), and provide input to account planning
Take full ownership of clients' transactional needs and coordinate between clients, Transaction Services, Business Development, GSD (where applicable), CMB, GBM & other internal/ external parties for transaction fulfilment and service performance
Advise clients on trade transactional practices & products
Interact with clients (and clients' customers, applicable to RF) to collect client payments & apply risk controls
Encourage client adoption of self-serve solutions to enable proactive service
Understand clients' transactional routines, build relationships & identifies potential increases in revenue flows for Business Development to explore
Monitor client experience, client feedback & service quality.

Job Responsibility

Deliver Krakow’s GTS strategy and operating model, aligned with the global GTS target operating model
Contribute to achieving the overall business objective of revenue growth through revenue retention, reduced sales time on service, proactive management of GTS service performance and increased clients’ usage of self-serve solutions
Handle, own and resolve clients’ transactional queries, issues and complaints
Coordinate with Transaction Services staff, GSD, BDMs, RMs and other internal/external staff for service performance and issues
Provide transactional trade advisory to assigned clients, Business Development Managers (BDMs) and Relationship Managers (RMs), and provide input to account planning
Take full ownership of clients' transactional needs and coordinate between clients, Transaction Services, Business Development, GSD (where applicable), CMB, GBM & other internal/ external parties for transaction fulfilment and service performance
Advise clients on trade transactional practices & products
Interact with clients (and clients' customers, applicable to RF) to collect client payments & apply risk controls
Encourage client adoption of self-serve solutions to enable proactive service
Understand clients' transactional routines, build relationships & identifies potential increases in revenue flows for Business Development to explore

What we offer

Competitive salary
Annual performance-based bonus
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)
Corporate parties & events
CSR initiatives
Nursery discounts

Fulltime

!

Client Services Manager

Gummicube is looking for a dedicated Client Services Manager to lead our award-w...

Location

United States

Salary:

120000.00 - 130000.00 USD / Year

Airship

Expiration Date

Until further notice

Requirements

5+ years in account management or client services roles at a Digital Marketing Agency (or similar environment)
3+ years in leadership roles managing client services or account management teams
3+ years of marketing or advertising experience (SEO, paid marketing, performance marketing)
Experience managing enterprise accounts with contract values of $1M+ annually
Proven track record of achieving 95%+ net revenue retention in enterprise segments
Advanced Excel/Google Sheets expertise for data analysis and reporting
Experience with enterprise CRM platforms (Salesforce, HubSpot, etc.)
Project management expertise with complex, multi-phase enterprise implementations
Executive presence with ability to present to C-suite stakeholders
Strong emotional intelligence and conflict management skills

Job Responsibility

Oversee your immediate team of coordinators and day-to-day operations focused on enterprise customer success
Lead either our Account Management team focused on client relationship management or our Strategy team focused on strategic account planning
Collaborate cross-functionally with marketing, data, and creative teams to plan and support complex client needs for large accounts
Serve as liaison between the Accounts & Client Services team and Executive Leadership
Onboard and continuously train teams on Gummicube technologies, methodologies, strategies and implementation of process and compliance requirements for enterprise-level service delivery
Meet weekly with Coordinators and Sr. Coordinators to understand account performance, offering insights and guidance with strategy focused on customer success outcomes
Create cadences of account reviews, working with team members to identify areas of improvement and upsell/cross-sell opportunities across enterprise accounts
Act as the client's first line of support behind account owners, able to negotiate deliverables and timing within reason based on complex enterprise client demands and team turnarounds
Report relevant metrics and relationship notes to Executive Leadership including customer health scores, expansion opportunities, and retention risks
Analyze trends and execute marketing strategies aligned with short and long-term objectives to drive customer expansion and retention

What we offer

Equity is also offered with this role
Robust benefits package as part of our Total Rewards approach to compensation

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

Client Services Manager

This is an exciting and crucial role for Captify Australia’s growth, leading the...

Location

Australia , Sydney

Salary:

Not provided

Captify

Expiration Date

Until further notice

Requirements

1 years experience in account management or customer service experience across both managed/direct and programmatic business
Proficient use of Microsoft Excel
Excellent communicator with both internal and external stakeholders via email, phone and in person
Excellent attention to detail
Good prioritisation and time management skills
Ability to thrive in a start-up environment and hustle

Job Responsibility

Primary point of contact for agency clients on existing live accounts
Upsell on existing accounts, as well as work with Sales team to unearth new business opportunities from existing contacts
Recommend optimisations and new audiences to agency traders to increase scale of delivery and performance
Upweight - responsible for pushing campaign specific upweights
Diagnostics - working with Technical AM team and traders to ensure campaigns (both programmatic and managed) are set up using Captify best practise and delivering/pacing well
Delivering best-in-class service to clients and adhering to internal/external SLAs, managing client expectations and delivering on these to maximise growth opportunity with clients
Understanding prioritisation of accounts in line with spends or potential for future growth, building strategic account plans alongside sales leads
Working with sales leads to keep Captify front of mind for agencies, through external meetings and hot desking
Responsible for compiling campaign PCAs for Tier 1 growth accounts
Helping to identify future strategic growth for the business

What we offer

25 days holiday + bank holidays + your birthday + volunteer day
Regular shut down days, including the festive period
Access to SPILL - instant therapy support
Access to Mental Health First Aiders
Sport and wellbeing activities
Financial wellbeing support
Work from home and flexible/core working hours
Work from any Captify office in the world
Enhanced family friendly policies
Pet friendly office

Fulltime

Client Accounting and Advisory Services Manager

We have an opportunity for a full-time Client Accounting and Advisory Services (...

Location

United States , Grand Rapids

Salary:

Not provided

H&S Companies, CPAs & Business Advisors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting or related field
Actively licensed CPA or EA
3+ years’ experience in a public accounting environment
5+ years’ experience of industry experience
Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop) is preferred, but not required

Job Responsibility

Execute monthly close procedures and deliverables to clients based on the accrual basis of accounting
Prepare various financial statements, including consolidated income statements, balance sheets and statement of cash flows
Calculate, interpret, and communicate KPIs from clients’ financial statements, identifying positive and constructive trends
Plan and manage basic engagements, including on-boarding and client delivery phases
Lead and manage other team members, including mentoring in professional development, guiding and teaching through technical challenges, and maintaining our firm’s core values
Seek to identify new advisory opportunities and propose additional services to existing clients
Support drafting proposals and other documents explaining proposed solutions for clients
Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
Support special project requests from clients, including but not limited to cost studies, breakeven analysis, budget preparation, cash flow projections and other services

Fulltime

Client Accounting Services Manager

Davis & Hodgdon Associates

Location:
United States

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 08, 2025

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Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:December 08, 2025

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Job Posted:
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