Client Acceptance Administrator

Weaver•Houston, TX

8d•Onsite

About The Position

Weaver is looking for a Client Acceptance Administrator to join our Client Account Team. The Client Acceptance Admin will have experience reviewing, correcting, and collating information about company customers and vendors to ensure data accuracy and usability by company leadership and decision-makers.

Requirements

2+ years of experience in a public accounting or professional services environment, with a focus on client management, risk assessment, or compliance
Strong understanding of the client onboarding process, conflict checks, and risk assessment protocols
Excellent attention to detail and ability to identify potential risks
Strong written and verbal communication skills, with the ability to interact with senior leaders, clients, and staff
Ability to manage multiple tasks simultaneously and work well under pressure
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), and familiarity with accounting software
Experience with using public and private databases for research

Nice To Haves

Bachelor’s degree in accounting, Finance, Business Administration, or a related field

Responsibilities

Reviewing, correcting, and collating information about company customers and vendors to ensure data accuracy and usability by company leadership and decision-makers.

Benefits

Medical insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
401(k) plan
Flexible scheduled time off (STO)
Minimum of 56 hours of sick and safe leave
11 holidays
2 scheduled recharge days
In-house CPE and learning opportunities through our internal Learning & Development department