Associate, Client Advisory Services

As an Associate in Client Advisory Services at Rea, your primary responsibilities include applying accounting principles to ensure accurate transaction processing, reconciling accounts, resolving discrepancies in accounts receivable and payable, and preparing financial statements. You'll work closely with clients and senior staff to maintain strong client relationships through effective communication and service excellence.

To qualify for the Associate, Client Advisory Services position at Rea, candidates need a Bachelor’s degree in accounting or a related field or an Associate’s degree with a minimum of two years of relevant experience. Experience using tools such as the Microsoft Suite and QuickBooks Online is preferred, along with effective communication skills and a commitment to client satisfaction.

Rea supports employee growth and well-being through a 'People First' culture that prioritizes professional development and work-life balance. We offer competitive compensation and a robust benefits plan that includes health care plans, retirement options, and extensive paid time off, all designed to help employees thrive both personally and professionally.

For success as an Associate in Client Advisory Services at Rea, essential skills include a strong understanding of basic accounting principles, proficiency in Microsoft Suite and QuickBooks Online, effective communication skills, and sound judgment in decision-making. The ability to prioritize workload and maintain confidentiality is also critical.

Rea offers a comprehensive benefits package for its Associates in Client Advisory Services, including health care plans (medical, dental, and vision), a retirement plan (401k), life insurance options, generous paid time off, family leave, and wellness resources. Our commitment to supporting employees extends to training and development opportunities as well.

When reconciling accounts, it's essential to methodically compare the financial records with bank statements or other independent records. Start by reviewing each transaction and identifying discrepancies. Communicate effectively with clients or internal teams to gather information, and use accounting software tools to ensure adjustments are accurately reflected. Demonstrating attention to detail and a commitment to accuracy will strengthen your answer.

As an Associate in Client Advisory Services, familiarity with accounting software is crucial. Discuss your experience with tools like QuickBooks Online, highlighting specific tasks you’ve completed, such as entering transactions, generating financial statements, or creating reports. If you have examples of how these tools improved efficiency or accuracy in your past roles, be sure to mention those!

Prioritizing tasks under tight deadlines starts with assessing the urgency and importance of each task. I typically create a list or a timetable to organize my workload, focusing first on high-impact items that will meet client needs. Effective communication with team members and clients also plays a crucial role to ensure expectations are aligned.

In answering this question, provide a specific situation where you identified a discrepancy, the steps you took to investigate and resolve the issue, and the outcome. Highlight critical thinking, communication, and your ability to work collaboratively with others to resolve the situation, reinforcing your problem-solving skills.

Maintaining client confidentiality is paramount in accounting. Discuss your understanding of internal policies regarding sensitive information, detailing the precautions you follow, such as secure data handling practices, limited access to confidential files, and regular communication about confidentiality with clients and team members.

It's essential to approach errors transparently and promptly. I would first acknowledge the error and assess its impact. Then, I would communicate with the relevant stakeholders and work toward correcting the mistake through proper adjustments, ensuring that all parties understand the situation. Emphasizing a commitment to accuracy and learning from the experience will demonstrate responsibility.

Staying informed about accounting regulations is crucial. I regularly attend webinars, participate in professional accounting organizations, and follow reputable industry publications and online forums. This proactive approach allows me to apply the latest regulations and standards in my work effectively.

Building strong client relationships starts with effective communication and understanding their needs. I would take the initiative to engage in regular check-ins, listening actively to their concerns, and being responsive to their inquiries. Following through on promises and providing valuable insights also helps foster trust and long-term partnerships.

In discussing your experience with financial statements, highlight specific examples of the types of statements you’ve prepared, your understanding of the relevant accounting standards, and the software utilized. Discuss how you ensure accuracy and compliance, as well as any challenges you've overcome in the process.

When analyzing discrepancies in financial records, I utilize systematic approaches such as tracking transaction flows and cross-referencing different reports. I focus on identifying patterns in discrepancies that may indicate systemic issues. It’s important to maintain meticulous records and document findings, ensuring comprehensive analysis leads to resolution.