146 account associate jobs at 27 companies in Modesto, CA
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Employee Benefits Account Associate
Sonora, California, United States
$60k-$85k/yrOnsiteFull Time
Suess Insurance Services: Independent insurance agency providing comprehensive business and personal insurance solutions.
Requires California Life & Health insurance license (or ability to obtain), experience in employee benefits/group health insurance or account management, knowledge of group benefits, strong communication and organizational skills, and proficiency with Microsoft Office and Employee Navigator.
Carlos Vasquez State Farm: Local insurance agency providing auto, home, and life insurance.
Sales and customer-relations role requiring licensing in Property & Casualty and Life/Health; bilingual preferred; commission-based earnings with benefits.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block Income Tax Course completion, customer service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma or equivalent. Accounting or finance degree preferred.
Allied Universal: Global provider of security guard and facility management services.
1+ YOEBachelor's/Associate/HS with required outside sales experience options; minimum 1 year sales support experience; valid driver’s license for client visits; strong communication and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce.com
Farmers & Merchants Bank of Central CaliforniaOTCQX: FMCB: A bank providing consumer and commercial lending and financial services.
4+ YOEHigh school diploma or GED required; related college coursework preferred. Requires 4+ years of loan boarding or loan accounting experience, computer application proficiency, and strong communication and organizational skills.
HCI Systems: Integrates fire protection, security, and low voltage communication systems.
3+ YOEAssociate degree or equivalent experience, 3–5 years of successful security, general, or electrical construction sales, industry knowledge, blueprint-reading ability, driver's license, and CRM, Windows, and MS Office proficiency.
Windows, Microsoft Office, Customer Relationship Management (CRM) software
San Joaquin Valley College: Private college providing career-focused vocational and technical degree programs.
Associate degree required; bachelor's preferred. Requires NSLDS access eligibility, preferred financial advising or training experience, Microsoft Office, Internet and database skills, and strong communication.
Microsoft Office, Internet, database software, Student Financial Aid software applications, National Student Loan Data System (NSLDS)
San Joaquin Valley College: Private for-profit college offering vocational degree and certificate programs.
Associate degree required; bachelor's preferred. Must qualify for Professional Access to NSLDS. Two-plus years of financial advising or training preferred; Microsoft Office, internet, and database skills required.
Microsoft Office, Internet, database software, Student Financial Aid software applications, Student Information Systems, National Student Loan Data System (NSLDS)
Atherton & Associates: Provides tax, audit, and advisory services for clients.
B.A./B.S. in accounting or related field preferred, adequate semester units to sit for the CPA exam, strong analytical, communication, and project management skills; ability to work extended hours during busy periods.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma or equivalent, customer service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor's degree in a related field or equivalent experience; strong communication, presentation, networking, organizational, listening, and problem-solving skills; background check and assessments required.
Conagra BrandsNYSE: CAG: Manufactures and markets a variety of packaged food brands.
1+ YOEBachelor's degree in accounting or finance, 1+ year of cost accounting experience, financial systems knowledge, cross-functional project experience, critical thinking, and intermediate Microsoft Excel skills.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA
Dublin, California, United States
$29-$40/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Active Series 7 required (or within 60 days), SIE if registered after Oct 1, 2018, Series 66 and life & health insurance license to be obtained within 60 days; client service, operations, compliance, and relationship support skills.
Advantage SolutionsNASDAQ: ADV: Provides outsourced sales, merchandising, and marketing services to brands.
0+ YOEBachelor's degree or equivalent, 0-2 years account/brand management experience, strong communication, prioritization, conflict management, decision-making, and Microsoft Office skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Access, Microsoft Outlook
Gallo: Produces and distributes wine and spirits globally.
5+ YOEMBA plus 3 years or bachelor's degree plus 5 years of relevant experience; strategic planning, executive influence, financial analysis, and intermediate Excel required.
Microsoft Excel, Microsoft Access, SAP, Outlook Soft, Microsoft Word, Microsoft PowerPoint
City of Merced: Provides municipal governance, public infrastructure, and community safety services.
1+ YOEAssociate's degree in accounting, business, or related field; one year payroll or accounting experience for level I, or five years financial record keeping and payroll system experience for level II; California driver's license.