client services associate

Monet Bank

<div>
 
 About Monet Bank
 
 
 
 Monet Bank is pioneering the future of banking and money movement &mdash; faster, more efficient, and built for the modern financial ecosystem.
 
 
 As a profitable, well-capitalized Texas state-chartered bank and FDIC-insured institution &mdash; backed by the full faith and credit of the U.S. Government &mdash; Monet combines the strength and stability of traditional banking with forward-thinking financial technology innovation.
 
 
 We recognize inefficiencies in legacy financial and payment systems and are building a strong team to challenge assumptions and pursue smarter, more scalable solutions. Our focus is on modern banking services that help businesses optimize operations, support fintech companies in scaling responsibly, and enable technology platforms to embed seamless financial capabilities.
 
 
 If you are motivated by building secure, intentional, and future-ready banking infrastructure, we invite you to explore opportunities with Monet Bank.
 
 
 Our
 
 Client Services Associates
 
 play a pivotal role in that mission. As the frontline ambassador for our clients, this role serves as a trusted expert and primary point of contact for some of Monet Bank&rsquo;s most valued customers, delivering exceptional support across traditional banking products and an expanding suite of digital financial services.
 
 
 This position combines high-touch client service, thoughtful problem-solving, and cross-functional coordination to ensure a seamless customer experience in an increasingly digital-first environment. We are seeking a polished and proactive professional who brings strong client-centric expertise, exceptional communication skills, and the ability to navigate complex service situations with professionalism, empathy, and sound judgment. The ideal candidate thrives in a fast-paced setting, embraces innovation, and is committed to elevating the Monet Bank customer experience.
 
 
 
 Essential Job Duties &amp; Responsibilities
 
 (Include but are not limited to):
 
 
 
 Client Support &amp; Relationship Management
 
 
 
 <ul>
 <li>
 Serve as the primary point of contact for customers through phone, email, and chat, delivering timely, consultative guidance on retail banking products including CDs, MMAs, high-yield savings, and online account onboarding.
 </li>
 <li>
 Support customers with digital access issues including authentication challenges, login support, and administrative requests within digital banking channels.
 </li>
 <li>
 Provide concierge-level guidance through online account opening, funding, and onboarding processes.
 </li>
 <li>
 Uphold Monet Bank&rsquo;s elevated service standards, ensuring a seamless, friction-free customer journey across all remote channels.
 </li>
 <li>
 De-escalate and resolve customer concerns with professionalism, transparency, and urgency.
 </li>
 <li>
 Collaborate with Operations, Compliance, and Technology teams to manage escalations and complex inquiries.
 
 
 </li>
 </ul>
 
 Issue Resolution &amp; Case Management
 
 
 
 <ul>
 <li>
 Investigate and resolve issues related to account servicing, digital banking functionality, and transaction inquiries through cross-functional partnership with Operations and IT.
 </li>
 <li>
 Maintain precise and comprehensive documentation of customer interactions in the CRM system; ensure timely follow-through on all open items.
 </li>
 <li>
 Operate with a strong compliance mindset, adhering to regulatory requirements and internal controls with uncompromising accuracy.
 
 
 </li>
 </ul>
 
 Product Expertise &amp; Continuous Improvement
 
 
 
 <ul>
 <li>
 Maintain fluency in Monet Bank&rsquo;s digital banking capabilities, upcoming enhancements, and new product releases.
 </li>
 <li>
 Play an active role in user-acceptance testing, providing real-time feedback that informs product and process improvements.
 </li>
 <li>
 Educate customers on leveraging digital tools securely and effectively, helping build confidence in our technology-driven ecosystem.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 4&ndash;6+ years of experience in retail banking, financial services, or a related customer-facing role; experience handling complex client issues strongly preferred.
 </li>
 <li>
 Demonstrated expertise in retail operations, new account processes, regulatory compliance, and digital banking environments.
 </li>
 <li>
 Proven ability to operate effectively under pressure while maintaining exceptional accuracy, professionalism, and discretion.
 </li>
 <li>
 Strong analytical and critical-thinking skills, with the ability to diagnose issues, anticipate customer needs, and recommend solutions.
 </li>
 <li>
 Exceptional communication and interpersonal skills&mdash;both written and verbal&mdash;with the ability to build trust and rapport with clients.
 </li>
 <li>
 Proficiency in Microsoft Word, Excel, and digital banking systems; ability to rapidly learn new technologies and internal platforms.
 </li>
 <li>
 A high degree of emotional intelligence, customer empathy, and sound decision-making.
 
 
 </li>
 </ul>
 
 Benefits Options Include
 
 
 
 <ul>
 <li>
 Medical, dental and vision coverage
 </li>
 <li>
 401K with company match
 </li>
 <li>
 11 paid holidays
 </li>
 <li>
 Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
 </li>
 <li>
 Applicant may be eligible for annual discretionary bonus
 
 
 </li>
 </ul>
 No relocation assistance provided.
 
 
 If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
 
 
 Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
 
 
 
 All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links:
 
 FMLA EEO EPPA
 
 
 Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.
</div>

Client Services Associate

SAGE COUNSELING

<div>***$500 SIGN-ON BONUS***
Half paid at 90-days; half paid at 6-months<div><div><div> 
Location: Phoenix and remote
This position will have 90-days of in-person training at the SAGE office at our Phx Maryvale office (53rd Ave, Phx, 85031), and then will have the opportunity to work remotely from home. 
Pay: up to $22.00 per hour
Bilingual differential pay for those bilingual in Spanish!!! 
SAGE Counseling is actively recruiting for Full-Time Client Service Associates to provide support for admitting clients to SAGE by:<ul><li>
Appointment scheduling</li><li>
Processing treatment referral</li><li>
Data entry into the electronic health record</li><li>
Maintaining client files</li><li>
Completing outgoing calls for services</li></ul> 
The ideal candidate for this position is an organized, detail orientated individual who is able to manage multiple projects at once in a fast-paced environment, with strong work ethic and a background in office administrative. 
This is a Full-Time position. Monday through Friday, 8:30am to 5:30pm. 
Why join SAGE Counseling?<ul><li>
Top-level compensation packages</li><li>
Bilingual pay differential</li><li>
Annual merit-based compensation increases</li><li>
Career advancement opportunities</li><li>
Remarkable health and disability benefits</li><li>
401k company match</li><li>
Holiday, PTO, and employer-paid life insurance</li></ul> 
Qualifications:<ul><li>
Bilingual (Spanish/English) required. Differential pay offered!</li><li>
Minimum High School Diploma or GED required.</li><li>
Eligible to successfully complete background check to obtain a Fingerprint Clearance Card</li><li>
Prior experience with scheduling or working in a call center environment preferred.</li><li>
Prior experience in behavioral health field strongly preferred</li><li>
Proficiency in navigating an Electronic Health Record, and Microsoft Office Suite products (Word, Excel, and Outlook)</li><li>
Strong sense of discretion and professionalism</li><li>
Strong organizational and time management skills</li></ul> 
SAGE is an Equal Employment Opportunity employer. We are committed to providing equal opportunity in all employment related activities without regard to race, color, religion, sex, sexual orientation, national origin, age disability veteran status, or any other characteristics protected under State of Federal Law.
Job Type: Full-Time</div></div></div></div>

Client Services Associate - Phx, 85031

Independent Bank Corporation

Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity&mdash;and we believe that starts with the team who supports them.Our Retail Career Path was built to do just that&mdash;support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance&mdash;with the flexibility to progress at your own pace and increase your earning potential as you go.Client Service Associate As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional &ldquo;bank teller&rdquo; or &quot;personal banker&quot; role with self-guided growth opportunities.<ul><li>Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.</li><li>Strengthen your understanding of the basic framework of Independent Bank business accounts.</li><li>Become proficient with regards to conducting different types of transactions for clients.</li><li>Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.</li><li>Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.</li><li>Identify client referral opportunities to appropriate team members.</li><li>Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.</li><li>Ability to have meaningful financial conversations with clients during all interactions.</li><li>Maintain ongoing communication with clients following internal processes and procedures.</li><li>Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.</li></ul>Why You Should Apply:<ul><li>Competitive hourly pay and great benefits.</li><li>Accommodating and flexible paid time off.</li><li>A knowledgeable, goal-driven, and exciting team of colleagues.</li><li>Numerous advancement opportunities with structured, personalized career paths and mentoring.</li><li>Exposure to different areas of banking and the ability to work with leaders within the industry.</li><li>Extensive training on all areas and aspects of the banking field to help you reach your highest potential.</li><li>Community-focused events and volunteer opportunities.</li></ul>What We&rsquo;re Looking For:<ul><li>High school diploma or equivalent education is required.</li><li>Outstanding client service skills.</li><li>Cash handling experience is preferred, but it is not required as we provide ample training.</li><li>The ability to adapt and adjust to new ideas, processes, workflows, and systems.</li><li>Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.</li><li>Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.</li><li>A strong desire to be a part of the Independent Bank family while contributing to our growth and success.</li></ul>This is an exciting step in a journey to creating a fulfilling and rewarding career at Independent Bank. We are excited to have you join our team!Job Type: Part-timePay: $18.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Flexible schedule</li><li>Paid time off</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Part Time Client Service Associate (Bank Teller/Personal Banker)

SPS Global

Client Services Associate Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who enjoys keeping an office running smoothly, this role is for you. We're seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming experience for employees and visitors. ⭐ About the Role As a Client Services Associate, you'll be the heartbeat of our workplace experience. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage. This position is ideal for someone who excels in a fast‑paced environment, loves helping others, and takes pride in maintaining a polished, organized workspace. ️ What You'll Do Mailroom Operations Receive, sort, and distribute all inbound mail and packages Process outbound mail, shipments, and tracking documentation Maintain accurate chain‑of‑custody records Notify employees of incoming deliveries and coordinate pickup Warehouse &amp; Logistics Perform shipping and receiving tasks for supplies, materials, and equipment Verify packing slips, inspect shipments, and report discrepancies Organize and maintain warehouse areas for cleanliness and efficiency Load/unload items using proper safety techniques Office Operations Monitor and restock office supplies Ensure printers/MFDs are functional and stocked Keep the Business Service Center neat and organized Submit and follow up on work orders Inventory &amp; Supplies Monitor stock levels of office and warehouse supplies Replenish inventory and support ordering when needed Keep storage areas neat and labeled for easy access Hospitality &amp; Facilities Support Set up meeting and conference rooms Support pantry, barista, or kitchen areas Perform light cleaning and maintenance tasks Assist with internal office moves Reception &amp; Customer Support Provide backup front desk/reception coverage Deliver friendly, professional service to employees and guests Handle sensitive or urgent requests with discretion What You Bring High School Diploma or equivalent 1+ year of experience in customer service, office support, or similar preferred Strong communication and multitasking skills A proactive, solutions‑oriented mindset Comfort learning new systems and processes Professional appearance and demeanor Physical Requirements Ability to lift/move 40&ndash;60 lbs Frequent walking, bending, standing, and light manual activity Ability to operate common office equipment Why You'll Love Working With Us Supportive team culture Opportunities to learn and grow A role with high visibility and daily impact A chance to be the go‑to person who keeps everything running smoothly WHAT WE OFFER Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities! Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do! We Recognize Talent: We offer a variety of recognition programs for all levels of employees! Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting &quot;Submit Application&quot;, you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Client Service Associate

<div><div><h1 class="jobSectionHeader">Client Services Associate</h1>

Location: Westlake, TX 76262 
Schedule: 8:00 am - 4:30 pm 
Employment Type: Full-time | Onsite 

We're hiring! 
If you're a people‑focused, detail‑oriented professional who enjoys keeping an office running smoothly, this role is for you. We're seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming experience for employees and visitors.

<ul><li>About the Role</li></ul>

As a Client Services Associate, you'll be the heartbeat of our workplace experience. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.

This position is ideal for someone who excels in a fast‑paced environment, loves helping others, and takes pride in maintaining a polished, organized workspace.

<h2 class="jobSectionHeader">️ What You'll Do</h2>
<div><h3 class="jobSectionHeader">Mailroom Operations</h3>
<ul><li>Receive, sort, and distribute all inbound mail and packages</li>
<li>Process outbound mail, shipments, and tracking documentation</li>
<li>Maintain accurate chain‑of‑custody records</li>
<li>Notify employees of incoming deliveries and coordinate pickup</li>
</ul>
</div><div><h3 class="jobSectionHeader">Warehouse &amp; Logistics</h3>
<ul><li>Perform shipping and receiving tasks for supplies, materials, and equipment</li>
<li>Verify packing slips, inspect shipments, and report discrepancies</li>
<li>Organize and maintain warehouse areas for cleanliness and efficiency</li>
<li>Load/unload items using proper safety techniques</li>
</ul></div><h3 class="jobSectionHeader">Office Operations</h3>
<ul><li>Monitor and restock office supplies</li>
<li>Ensure printers/MFDs are functional and stocked</li>
<li>Keep the Business Service Center neat and organized</li>
<li>Submit and follow up on work orders</li>
</ul>
<div><h3 class="jobSectionHeader">Inventory &amp; Supplies</h3>
<ul><li>Monitor stock levels of office and warehouse supplies</li>
<li>Replenish inventory and support ordering when needed</li>
<li>Keep storage areas neat and labeled for easy access</li>
</ul></div><h3 class="jobSectionHeader">Hospitality &amp; Facilities Support</h3>
<ul><li>Set up meeting and conference rooms</li>
<li>Support pantry, barista, or kitchen areas</li>
<li>Perform light cleaning and maintenance tasks</li>
<li>Assist with internal office moves</li>
</ul><h3 class="jobSectionHeader">Reception &amp; Customer Support</h3>
<ul><li>Provide backup front desk/reception coverage</li>
<li>Deliver friendly, professional service to employees and guests</li>
<li>Handle sensitive or urgent requests with discretion</li>
</ul><h2 class="jobSectionHeader"> What You Bring</h2>
<ul><li>High School Diploma or equivalent</li>
<li>1+ year of experience in customer service, office support, or similar preferred</li>
<li>Strong communication and multitasking skills</li>
<li>A proactive, solutions‑oriented mindset</li>
<li>Comfort learning new systems and processes</li>
<li>Professional appearance and demeanor</li>
</ul><h2 class="jobSectionHeader"> Physical Requirements</h2>
<ul><li>Ability to lift/move 40&ndash;60 lbs</li>
<li>Frequent walking, bending, standing, and light manual activity</li>
<li>Ability to operate common office equipment</li>
</ul><h2 class="jobSectionHeader"> Why You'll Love Working With Us</h2>
<ul><li>Supportive team culture</li>
<li>Opportunities to learn and grow</li>
<li>A role with high visibility and daily impact</li>
<li>A chance to be the go‑to person who keeps everything running smoothly</li></ul></div> 


<div>WHAT WE OFFER
<ul>
<li>Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!</li>
<li>Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!</li>
<li>We Recognize Talent: We offer a variety of recognition programs for all levels of employees!</li>
<li>Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off.
<ul><li>Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.</li>
</ul>
</li></ul>About SPS

SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.

At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.

SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.

Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.

Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform.

SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.

To view our privacy policy, click on the link below: Data Privacy Statement

Acknowledgement Section: By submitting an application, by hitting &quot;Submit Application&quot;, you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.</div></div>

CliftonLarsonAllen

<div><div>CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.</div><div><div><div><div><div><div><div><div><div>
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire an Associate, Deal Services in our New York, NY office. An Associate, Deal Services performs financial Quality of Earnings, due diligence, excel financial analysis, and other consultative services for clients who are buying a business, selling a business, or otherwise contemplating some type of merger &amp; acquisition activity.
As an Associate, Deal Services, you will:<ul><li>Financial Analysis: Performs ad hoc analysis under tight deadlines. Performs original financial statement modeling with a high degree of accuracy. Writes reports on findings for communication to the client and their advisors.</li><li>Service Specialization: Clients may be in any industry with a need for a technical specialist or may be industry focused. Service specialists focus development within a particular service (and sometimes a secondary service). These individuals possess a deep knowledge of a service first and foremost, which transcends multiple industries or one particular industry. They gain knowledge on the full suite of service capabilities CLA can provide.</li><li>Transaction Advisory/Deal Services: Performs the detail financial due diligence. Collects and analyzes financial data to detect errors in financial reporting. Summarizes key accounting policies and detects key issues which may impact transaction value or client risk. Helps build detailed analysis and reports based on findings to be delivered to the client under tight deadlines while maintaining highest quality standards. Supports multiple engagements on time and within budget, identifying issues and communicating progress and results to supervisors. Completes assigned portions of engagements with consistency and accuracy and within tight time frames. May begin to direct small quality of earnings projects at the two-year level.</li></ul>
What you will need:<ul><li>Bachelor&rsquo;s degree in accounting, finance, or a related field required.</li><li>Exposure to financial statement preparation, audits, and reviews preferred</li><li>Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification</li><li>General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis and reporting of financial data</li><li>Understanding of internal software systems including Pfx Engagement, Microsoft Teams, and Microsoft Windows and Office</li></ul>
Our Perks:<ul><li>
Flexible PTO (designed to offer flexible time away for you!)</li><li>
Up to 12 weeks paid parental leave</li><li>
Paid Volunteer Time Off</li><li>
Mental health coverage</li><li>
Quarterly Wellness stipend</li><li>
Fertility benefits</li><li>
Complete list of benefits here</li></ul>
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. 
The compensation range for this position in New York is: $70,300 - $108,000 
#LI-SK1</div></div></div></div></div></div></div></div></div>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.</div>

Associate, Deal Services

Morton Brown Family Wealth

Morton Brown Family Wealth is looking for a Client Experience Associate who is organized, reliable, and takes pride in creating a welcoming and well-run office environment.If this opportunity excites you, please send your resume and a brief cover letter to info@mortonbrownfw.com.Client Experience Associate (Front Desk)Location: Allentown, PA (In-Office)Type: Full-TimeSalary: Commensurate with experience, $45,000 - $60,000Benefits: 401(k), Profit Sharing, Health Care, Dental, Vision, Disability, Earned SabbaticalAbout Us Morton Brown Family Wealth is an independent, boutique wealth management firm headquartered in the Lehigh Valley and serving clients nationwide.We are reimagining financial advice, building a team where curiosity is encouraged, contributions are valued, and culture is as important as results. Our mission is to positively impact the experience people have with money, relationships, and life.About the Role The firm is seeking a Client Experience Associate who is responsible for managing front desk operations and providing clerical support across the firm. This role serves as the first point of contact for clients and visitors while supporting scheduling, data management, and administrative workflows.This position plays an important role in maintaining the day-to-day flow of the office through organization, accuracy, and consistent follow-through.What You&rsquo;ll Do &middot;Answer and direct incoming telephone calls and communications to appropriate team members&middot; Greet clients and visitors and manage front desk interactions and meeting arrivals&middot; Own scheduling and calendar management, ensuring accurate meeting details, appropriate time allocation, and coordination across team calendars&middot; Assist with data entry and maintain accurate client information across CRM, client portal, and internal systems&middot; Maintain office organization, including conference room setup, supply inventory, and general upkeep&middot; Handle incoming and outgoing mail and packages (FedEx, UPS, USPS)&middot; Support team members with administrative tasks and internal projects&middot; Order and maintain inventory of office supplies&middot; Assist with basic office upkeep, including light kitchen maintenanceWhat We&rsquo;re Looking For&middot; 3+ years of experience in an administrative, clerical, or front desk role&middot; Demonstrated ability to manage calendars, scheduling, and administrative workflows&middot; Proficiency with Microsoft Office (Word, Excel, Outlook, Teams)&middot; Experience with CRM software (Salesforce preferred) and cloud-based environments&middot; Familiarity with scheduling tools (e.g., Calendly)&middot; Strong organizational skills and attention to detail&middot; Ability to learn and adopt new technologies and systems&middot; Experience in financial services is a plusWhy Morton Brown &middot; Direct access to firm leadership and mentorship&middot; A culture that values collaboration, accountability, and growth&middot; Opportunity to contribute to a team-oriented, high-performing environment&middot; Competitive benefits including 401(k) with profit sharing, health coverage, and earned sabbatical&middot; The opportunity to play a meaningful role in the day-to-day client and team experienceWhy the Lehigh Valley? The Lehigh Valley is a vibrant community that offers a unique blend of rural, suburban, and urban living opportunities. It has become a growing hub for business, healthcare, education, and the arts, while maintaining a welcoming and connected feel. Centrally located between New York City and Philadelphia, the region provides easy access to both major cities. With its rich culture, abundant outdoor recreation, and strong tradition of community involvement, the Lehigh Valley is a place where professionals and families can thrive.Morton Brown Family Wealth is an Equal Opportunity EmployerPay: $45,000.00 - $60,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Work Location: In person

Client Experience Associate

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