Symmetry Partners - Account Services Representative
accountingresources
About this role
The Account Services Representative supports financial account servicing and maintenance needs, managing the account lifecycle from setup to ongoing support while providing excellent service and guidance on platform usage. This role serves as a primary point of contact for advisor, firm, and custodian-related service requests.
Skills
About accountingresources
accountingresourcesinc.comAccounting Resources Inc (ARI) is a Connecticut-based provider of outsourced accounting, bookkeeping, and human resources services. They help businesses gain control of their accounting and HR challenges by delivering scalable back-office support and guidance. ARI handles payroll, financial reporting, compliance, and HR administration, enabling clients to focus on their core operations. As a local partner, ARI emphasizes practical, hands-on service to streamline finances and people operations—contact them today.
About accountingresources
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for accountingresources.
Salary
$95k – $138k
per year