What are the responsibilities and job description for the Associate/ Senior Associate of Accounting Services position at Private Client Select?
About the Company
PCS is one of the largest high net worth managing general underwriters in the market today. With a sole focus on families with $5m or more in assets, PCS provides complex insurance policies for individuals with complex needs. Private Client Select offers property and casualty personal insurance solutions and risk management services that meet the unique and complex needs of High-Net-Worth clients. We understand their passions and are committed to preserving the life that they have built.
PCS employs approximately five hundred staff members. The company has offices in New York, NY, Edison, NJ, St. Petersburg, FL, Schaumburg, IL, and San Diego, CA. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility.
About the Position
The Associate/ Senior Associate of Accounting Services will play a key role in ensuring the data integrity and transparency of core accounting operations activities. At a high level, this means supporting the full lifecycle of fiduciary funds flows by monitoring, reconciling and reporting client monies, such as premiums and commissions across the Company’s counterparties. At a detailed level, this means preparing broker and carrier reporting, preparing reconciliations, assisting the development and documentation of internal controls, and helping to address ad hoc client and internal requests.
This role will require frequent interaction across finance, operations, and external stakeholders. The role will be expected to maintain a high standard of accuracy, integrity, and timeliness in all deliverables, while also bringing a continuous improvement mindset to the way we manage fiduciary obligations. As the organization grows and evolves, this role will contribute to shaping the Accounting Services function and will offer significant opportunity for development, including exposure to broader corporate finance initiatives.
About the Ideal Candidate
The ideal candidate is a detail-oriented, analytical thinker who is energized by solving problems, navigating complexity, and working collaboratively across teams. The candidate takes pride in delivering high-quality work, asking the right questions, and following through on commitments.
The candidate may be coming from public accounting, financial operations, or a treasury-focused role, and are looking for a hands-on opportunity that will stretch their capabilities and accelerate their growth. They understand the importance of cash flow management, internal controls, and data integrity, and are curious about how these disciplines connect to broader business outcomes.
The candidate is also not afraid to roll up their sleeves — whether that’s digging into a complex reconciliation or testing a new process for efficiency. They’re motivated by impact, hungry to learn, and ready to contribute to a high-performing team preparing for transformational growth.
This specific role has substantial exposure to reporting, handling of cash, controls, and leadership. Critically, a strong candidate is over-index on collaboration and will be able to utilize technology to efficiently execute objectives.
Required Skills, Knowledge, and Education
- 0-5 years of experience in accounting, finance, or data science roles.
- Active CPA, CMGA, or CIA is preferred.
- Professional presence – the ability to present to colleagues, executives, and clients.
- Grit – the ability to persevere through business challenges to completion.
- Detailed orientation – the ability to produce work free of computational and typographical errors.
- Tech savviness – the ability to learn and use a variety of business software applications;
- Self-direction – the ability to balance multiple priorities simultaneously with limited oversight.
- Project management – the ability to balance multiple priorities simultaneously; and
- High commitment to integrity and ethics.
- Applicants must be legally authorized to work in the United States and must not require employment-based visa sponsorship now or in the future.
Equal Employment Opportunity Policy
PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.