Client Account Administrator Jobs

A BOUT TIDE At Tide, we help SMEs save time and money in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions, from invoicing to accounting. Tide is transforming the small business banking market and now supports over 2 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data driven decisions to serve our mission: to help SMEs save time and money so they can get back to doing what they love. Tide facts: Tide is available for UK, Indian, German and French SMEs Over 2 million members across UK and India Over $300 million raised in funding Over 2,800 Tideans globally Recognised with Great Place to Work certification three years in a row, and among India’s Top 50 Best Workplaces in Banking, Financial Services, and Insurance in 2026 We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram, New Delhi, Berlin, Paris and Luxembourg ABOUT THE TEAM You will lead the Client Engineering organisation, responsible for the core health and delivery of Tide’s mobile and web applications. This group comprises Core Architecture, Engineering Productivity, and Quality Engineering . Your mission is to ensure our frontend ecosystem is a competitive advantage, providing the standards and tools that allow our product teams to build with confidence and speed. You will lead a team of Engineering Managers and partner with a tenured community of Staff Engineers to solve our most complex technical challenges. ABOUT THE ROLE As Director of Engineering, you own the technical direction and standards for Tide’s frontend. We are looking for a leader who is deeply engaged in the arc

Overview: We are seeking a detail-oriented and proactive Associate Project Manager to support our Sales team. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and is eager to grow their career in project management and sales operations. The Associate Project Manager will serve as the right hand to our Sales team, ensuring that projects, client requests, and internal processes run smoothly from start to finish. Key Responsibilities: Assist Sales Managers with day-to-day project coordination, administrative tasks, and client communication. Track project timelines, deliverables, and milestones to ensure deadlines are met. Prepare and update project documentation, presentations, and sales materials. Act as a liaison between Sales, Operations, and other internal teams to support project execution. Monitor and report on project progress, highlighting risks and opportunities. Support proposal development, quotes, and contract preparation as needed. Manage data entry and updates in CRM systems to ensure accuracy. Provide follow-up on client requests and ensure a high level of customer satisfaction. Assist with scheduling meetings, coordinating logistics, and preparing agendas. Qualifications: Bachelor’s degree in business, Communications, or related field (or equivalent experience). 1–3 years of experience in project coordination, sales support, or a similar role. Strong organizational and time management skills with keen attention to detail. Excellent communication skills, both written and verbal. Proficiency in Microsoft Office Suite and CRM systems (e.g., examples here if applicable). Ability to multitask and work effectively under pressure in a team environment. A proactive, problem-solving mindset with a willingness to take initiative. BENEFITS Medical Dental Vision Employer Paid Basic Employee Life and AD&D Insurance Employer Paid Long Term Disability Flexible Spending Accounts Voluntary Short-Term Disabil

Overview: We are seeking a detail-oriented and proactive Associate Project Manager to support our Sales team. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and is eager to grow their career in project management and sales operations. The Associate Project Manager will serve as the right hand to our Sales team, ensuring that projects, client requests, and internal processes run smoothly from start to finish. Key Responsibilities: Assist Sales Managers with day-to-day project coordination, administrative tasks, and client communication. Track project timelines, deliverables, and milestones to ensure deadlines are met. Prepare and update project documentation, presentations, and sales materials. Act as a liaison between Sales, Operations, and other internal teams to support project execution. Monitor and report on project progress, highlighting risks and opportunities. Support proposal development, quotes, and contract preparation as needed. Manage data entry and updates in CRM systems to ensure accuracy. Provide follow-up on client requests and ensure a high level of customer satisfaction. Assist with scheduling meetings, coordinating logistics, and preparing agendas. Qualifications: Bachelor’s degree in business, Communications, or related field (or equivalent experience). 1–3 years of experience in project coordination, sales support, or a similar role. Strong organizational and time management skills with keen attention to detail. Excellent communication skills, both written and verbal. Proficiency in Microsoft Office Suite and CRM systems (e.g., examples here if applicable). Ability to multitask and work effectively under pressure in a team environment. A proactive, problem-solving mindset with a willingness to take initiative. BENEFITS Medical Dental Vision Employer Paid Basic Employee Life and AD&D Insurance Employer Paid Long Term Disability Flexible Spending Accounts Voluntary Short-Term Disabil

Overview: We are seeking a detail-oriented and proactive Project Manager to support our Sales team. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and is eager to grow their career in project management and sales operations. The Project Manager will serve as the right hand to our Sales team, ensuring that projects, client requests, and internal processes run smoothly from start to finish. Key Responsibilities: Assist Sales Managers with day-to-day project coordination, administrative tasks, and client communication. Track project timelines, deliverables, and milestones to ensure deadlines are met. Prepare and update project documentation, presentations, and sales materials. Act as a liaison between Sales, Operations, and other internal teams to support project execution. Monitor and report on project progress, highlighting risks and opportunities. Support proposal development, quotes, and contract preparation as needed. Manage data entry and updates in CRM systems to ensure accuracy. Provide follow-up on client requests and ensure a high level of customer satisfaction. Assist with scheduling meetings, coordinating logistics, and preparing agendas. Qualifications: Bachelor’s degree in business, Communications, or related field (or equivalent experience). 1–3 years of experience in project coordination, sales support, or a similar role. Strong organizational and time management skills with keen attention to detail. Excellent communication skills, both written and verbal. Proficiency in Microsoft Office Suite and CRM systems (e.g., examples here if applicable). Ability to multitask and work effectively under pressure in a team environment. A proactive, problem-solving mindset with a willingness to take initiative. #CROffice BENEFITS Medical Dental Vision Employer Paid Basic Employee Life and AD&D Insurance Employer Paid Long Term Disability Flexible Spending Accounts Voluntary Short-T

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Team Lead - Abstractions JBS Lease Administration (Gurugram) Reporting to: Manager – Abstractions, Lease Administration Key Stakeholders: Account Managers, Transition Manager, Clients/Stakeholders and their teams Direct Reports: Analysts/ Senior Analysts What this job involves: High level of independence Do you work independently without close supervision? We can offer you an exciting role where you can use this passion to enhance your skills and play a key role in de

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . About the team The Investment Research Team is at the core of every investment product designed at Wealthsimple. Our team combines deep market expertise with strategic vision, developing best-in-class investment strategies that serve our growing client base. We analyze financial products and securities with a data-driven approach, ensuring our offerings meet client needs while aligning with our mission to empower people with financial freedom. What you'll do Conduct thorough daily order reviews for algorithm-generated trades across managed portfolios to verify accuracy and ensure abnormal order resolution prior to submission to the trade desk. Perform systematic, regular reviews of managed accounts to proactively identify and resolve operational bottlenecks, workflow friction, and systemic trading issues. Apply a disciplined, process-oriented, and operational mindset to execute daily portfolio management and trading support tasks reliably and efficiently. Collaborate closely with internal trading desks, investment operations, and product teams to streamline trade execution workflows and enhance portfolio tracking capabilities. Skills you bring 1-2 years of professional experience in portfolio operations, trade execution, or financial analysis within a modern financial institution or fintech setting. Strong analytical thinking and quantitative

Who We Are At OKX, we believe crypto will help reshape the future and contribute to greater individual freedom. OKX is a leading crypto exchange and the developer of OKX Wallet, giving millions of customers access to crypto trading and decentralised applications. OKX is also trusted by institutions seeking secure access to crypto markets and is supported by its Proof of Reserves programme. Across our global offices, we are united by three core principles: We Before Me, Do the Right Thing, and Get Things Done. These values shape how we work and help us create a collaborative, rewarding and diverse environment for every OK-er. About the Team The Compliance function is responsible for promoting a strong compliance culture and supporting the safe, sustainable growth of OKX. We are a team of risk-minded problem solvers who advise the business on regulatory obligations, conduct expectations and enterprise risks. OKX Europe Markets Limited operates within a significant EU regulatory perimeter as a MiFID II investment firm authorised under the Investment Services Act (Cap. 370), providing dealing on own account and execution of orders on behalf of clients on a matched-principal basis, together with trustee, custodian and nominee services, across the EEA on a cross-border services passport. Our product range includes crypto-asset perpetuals and expiry futures, single stock and ETF-linked futures, commodity futures and crypto-asset options, and is expanding into money market fund and structured product offerings. About the Opportunity As the Senior Compliance Analyst for OKX Europe Markets Limited, you will deliver the day-to-day operational compliance work of a fast-growing MiFID II investment firm: financial promotions review, complaints administration, regulatory and trade reporting support, monitoring testing and the firm's regulatory registers. This is a high-volume, execution-focused role. The function reviews in the order of seventeen pieces of marketing and promotiona

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . About the role We’re looking for a Staff Product Manager to own Wealthsimple’s Connectivity Platform , spanning two critical areas: Brokerage & Bank Linking: How clients securely and reliably connect external financial institutions to Wealthsimple. Public API: How clients and partners securely access and use Wealthsimple financial data outside of Wealthsimple. Together, these capabilities define how Wealthsimple connects to the broader financial ecosystem, and how every product team inside Wealthsimple builds on the external financial data that flows through it. This role will set the strategy for that platform and turn it into a reliable, scalable and differentiated capability for our clients, our product teams and our partners. This is a platform role with a meaningful client experience surface. You’ll need to be equally comfortable thinking about APIs, data models and platform architecture as you are designing a client UX or deciding how Wealthsimple should work with an external provider. About the team The Brokerage & Bank Linking team builds the technology that lets clients link their outside bank and brokerage accounts to Wealthsimple. It owns the automated and manual linking experiences end to end, along with the three connectors behind them: Plaid, Flinks, and WST, our own in-house connector. That makes it one of the highest l

The Service Process Coordinator 3 performs a variety of assignments with limited complexity. Most of the impact is related to the accuracy of tasks performed. Works under general supervision and established procedures. May service a range of products/services. Applies detailed knowledge of a wide range of specialized administrative/technical skills. Understands how duties relate/integrate with others in the team/unit. Exchanges moderately complex information with others. Basic knowledge of the organization and its policies required. Applies experience and simple judgment to make decisions within defined options or standard protocols – follows through on issues. Able to evaluate and select the correct solution in order to complete the task at hand. Responsibilities: Organizes, records, processes and services the production output of various, moderately complex servicing activities. Works on moderately complex projects under general supervision and established procedures. Supports a range of products/services. Applies detailed knowledge of a wide range of specialized administrative/technical skills; and most of the impact is related to the accuracy of tasks performed. Understands how duties relate/integrate with others in the team/unit. Requests data and documents from internal clients Perform various other duties as workflow requires, including retrieval of account loans, sorting account loans, and delivery. Review collateral documents/files for any discrepancies per required guidelines and track on the custodial and/or servicing system accordingly. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal beh

Project Accountant Build More Than Spreadsheets. Help Drive the Financial Success of Landmark Construction Projects. At Dome Construction, we believe great projects are built by great teams. Behind every successful project is a strong financial foundation, and that's where you come in. We're looking for a Project Accountant who thrives in a fast-paced environment, enjoys collaborating with project teams, and takes pride in keeping project financials accurate, organized, and running smoothly. In this role, you'll partner closely with Project Managers, Project Executives, and Operations teams to support some of the most exciting commercial construction projects across California. If you're detail-oriented, proactive, and enjoy seeing the direct impact of your work on project success, we'd love to meet you. What You'll Do As a Project Accountant, you'll play a critical role in managing the financial health of our projects from startup through closeout. You'll: Prepare and manage project billings and client invoices Monitor project budgets, costs, cash flow, and financial reporting Track accounts receivable and support collections efforts Manage purchase orders, subcontract financial documentation, and compliance requirements Coordinate trade partner invoicing and lien release processes Support project setup and accounting system administration Partner with Project Managers to provide accurate financial data and forecasting Help ensure compliance with contract requirements and accounting standards Assist with project closeout activities, final billings, and reconciliations What Makes This Role Exciting Work directly with project teams on high-profile commercial construction projects Gain exposure to every phase of the project lifecycle Build relationships across Operations, Accounting, Leadership, and Trade Partners Develop expertise in project financial management within a growing contractor Be part of a collaborative team that values continuous learning and profession

About Syllo: Syllo is defining the Litigation AI category. We are the first unified platform designed to autonomously manage the entire litigation lifecycle end-to-end. Founded in 2019 by a team of litigators and engineers, Syllo enables legal teams to securely harness the power of AI across any matter, regardless of complexity or scale. Our technology supports Fortune 500 companies and AmLaw 200 firms managing their most complex litigation portfolios. Awarded ILTA Transformative Project of the Year and ALM eDiscovery Technology of the Year for 2026, we are the market leader in enterprise-grade litigation AI. Backed by top-tier VCs, we are at a clear inflection point - the team has doubled in the last six months and growth is accelerating. About the role As a Finance and Accounting Operations Associate, you will assist the Head of Finance and the rest of the Finance team with finance, accounting and operations tasks. The work spans accounting schedules, month-end close, invoicing and collections, payroll, cap table administration and board preparation. We are looking for someone smart, resourceful, hands-on and self-motivated, problem solver mindset, with very strong attention to financial and operational detail and a desire to learn advanced accounting rules and procedures. This is a starting point for growing into a broader finance role. What you'll do Accounting and close Prepare accounting schedules in Excel, including reserves for doubtful accounts and employee bonus reserves. Prepare depreciation, amortization and prepaid asset schedules. Assist with month-end close, audit, financial filings, insurance and payroll. Revenue and receivables Assist with preparing and sending client invoices. Assist with accounts receivable accounting and collections. Prepare variable compensation schedules for the sales team. Planning and analysis Prepare financial analyses in Excel under the guidance of the Head of Finance. Assist with updates to budgets and forecasts. As

About Us At BGBx , we're driven by a simple idea: breakthrough thinking creates breakthrough impact. As an independent commercial solutions partner to pharmaceutical and life science companies, we bring together strategists, scientists, communicators, creatives, technologists, and data experts to tackle some of healthcare's most important challenges. Our teams work across consulting and communications to help clients shape strategy, launch innovations, engage stakeholders, and drive meaningful results throughout the product lifecycle. The work is complex, fast-moving, and deeply connected to improving lives, creating opportunities for curious minds to make a real difference every day. If you're energized by collaboration, inspired by innovation, and motivated by work that matters, you'll find a place to grow, contribute, and make a meaningful impact at BGBx. Medical Editor Position Overview The Medical Editor is responsible for the editorial integrity and factual accuracy of all marketing materials we develop and produce. This position ensures all pieces are grammatically and factually flawless and comply with American Medical Association (AMA) style, client style, and US Food and Drug Administration (FDA) rules and regulations. The Medical Editor contributes the fullest extent of their knowledge and understanding toward maintaining the highest levels of quality control. This position reports to the Associate Editorial Supervisor or Editorial Supervisor. This role supports after-hours business needs and requires availability to work Monday through Friday, 2:00 PM – 10:00 PM ET. Responsibilities Edits initial round of jobs for all assigned accounts for content as well as for AMA style, client style, FDA rules and regulations, grammar, spelling, and consistency within the piece and among related pieces within a campaign Fact-checks initial round of jobs and subsequent rounds as n

Position : Senior Sales Trader Company Description B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research. Position Overview We are seeking a full-time Senior Sales Trader to join our Cash Equity desk. The Senior Sales Trader will work closely with the institutional sales force to coordinate research ideas with buyside desks. Responsibilities include developing and maintaining relationships with assigned institutional clients through trading and execution services, processing trade tickets, educating clients on B. Riley Securities research including Syndicate activity, interfacing with back office operations, and performing various administrative duties. The candidate will service large accounts with an average of 15+ client relationships, generate revenue exceeding firm goals, and report to the SMD, Head of Equity Trading. Strong communication skills are essential for conveying trade ideas, market updates, and execution strategies to clients and internal teams. The ideal candidate is a self-starter, highly motivated, able to multitask under pressure, and handle stressful situations calmly and professionally with minimal supervision. The compensation for this position is commission-based. Key Responsibilities Work closely with the institutional sales force to generate ideas, coordinate buyers and sellers, and facilitate seamless order flow. Build and nurture relationships with assigned institutional investors through trading and execution services to grow trading volumes, provide tailored market insights, and drive revenue. Develop a deep understanding of clients’ trading strategies,

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Property Associate What this job involves: As a Property Associate at JLL, you will serve as the primary administrative point of contact for an Office property or portfolio. You will also provide accounting and financial support, maintain positive tenant relations and provide superior customer service. This entry-level position provides an outstanding opportunity to launch your career in commercial property management, where you'll work alongside experienced professionals who are committed to your growth and development. Schedule- Monday to Friday 8:00 to 5:00 What your day-to-day will look like: · Provide exceptional customer service to tenants by responding to inquiries, processing service requests, and coordinating resolution of maintenance issues · Support property management team with administrative tasks including data entry, document preparation, and maintenance of property records and databases · Process Accounts Payable (AP) and Accounts Receivable (AR), certificates of insurance (COIs), code invoices and complete other financial tasks · Assist with vendor coordination and work order management to ensure timely completion of maintenance and repair activities · Help prepare monthly reports, financial summaries, and prop

The Customer Service Associate is responsible for providing service to inbound customer inquiries that are service-related by providing information and solutions as well as troubleshooting. This role also is responsible for sales of inbound accounts through inbound communication channels. They receive telephone calls/email/chat to handle all aspects of sales, including price quotations, product and licensing information, solicitation, negotiation, and problem resolution. Collaborates with sales team by providing administrative assistance and general support. The Customer Service Associate use various computer systems to enter and track invoices as well as customer and sales data. This position is key in growing customer relationships and vital to our team. Who You Are: You are eager to get your foot in the door and embrace the fast-paced buzz of the media world. Working for a global leader in digital content, supporting successful sales teams excites you and you thrive in a fast-paced, service-oriented environment where terrific customer support is critical. In this role, you would be responsible for providing service to inbound customer enquiries that are service-related and delivering administrative assistance and general support to the sales team. Your goal is to help our customers, internal and external, work smarter. You’re an excellent communicator across multiple mediums like phones, chat, and email, and are focused on solving problems in a manner that enhances the overall customer relationship. Your Next Challenge: Receive and process inbound sales queries from clients via the phone, email and online chat. Sell to customers and engage them in discovery activities that determine their needs, suggests relevant products and services, and gather relevant customer information. Encourage and enable customers to self-serve. Process, track, code and handle invoices and internal