2,349 client accounting services associate jobs at 363 companies in United States
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Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
1mo
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Client Accounting Services (CAS) Associate
Rochester or Elmira or Latham or Canandaigua or Queensbury
OnsiteFull Time
Bachelor's in accounting/related required; support bookkeeping, month-end close, reconciliations, financial reporting; QuickBooks and Power BI experience preferred; strong analytical and communication skills.
QuickBooks Online, QuickBooks Desktop, Power BI
1mo
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Senior Associate, Client Accounting Services (CAS) – Nonprofit Grant Accounting Focus
Lancaster, Pennsylvania, United States
HybridFull Time
3+ YOEBachelor's in accounting, 3+ years accounting experience (nonprofit/fund accounting preferred), QuickBooks Online or Sage Intacct experience, CPA or CPA-track preferred, strong analytical and client communication skills.
QuickBooks Online, Sage Intacct
1mo
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
2mo
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Client Accounting & Advisory Services Associate
Kingsport, Tennessee, United States
OnsiteFull Time
1+ YOE1–3 years bookkeeping or small business accounting experience, 1–2 years payroll experience, proficiency with QuickBooks Online/Desktop, associate's or bachelor's in accounting preferred, strong attention to detail and communication.
QuickBooks Online, QuickBooks Desktop
1w
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Client Accounting Services (CAS) Experienced Professional
Ridgeland, Mississippi, United States
HybridFull Time
5+ YOERequires an associate degree in accounting or related field, 5+ years of accounting experience, payroll tax compliance expertise, QuickBooks Online and Microsoft Excel proficiency, and strong analytical and communication skills.
Intuit QuickBooks Online, QuickBooks Desktop, Microsoft Excel, Microsoft Office
4w
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Client Services Associate
Durango, Colorado, United States
$17-$23/hr OnsiteFull Time
Provide prompt, accurate financial transactions, profile customers, open accounts, and identify cross-sell opportunities; customer service or teller experience preferred.
4w
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Client Services Associate
Santa Monica, California, United States
$80k/yr OnsiteFull Time
3+ YOE3+ years client services or operations experience in wealth management preferred; proficiency with custodial platforms, Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign; strong communication, organization, and attention to detail.
Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign
4w
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Client Services Associate
Durango, Colorado, United States
$17-$23/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 18+, 6–12 months teller or customer service experience preferred, ability to process transactions, open accounts, follow regulations, and identify cross-sell opportunities.
2mo
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US Client Accounting Services (CAS) Associate - Night Shift
Philippines or United States
RemoteFull Time
2+ YOE2+ years bookkeeping/accounting experience, proficiency in US GAAP, experience with payroll, AP, bank reconciliations, and producing financial statements. Familiarity with ADP, BILL, QuickBooks, Office 365; CPA and Sage Intacct experience preferred.
ADP, BILL, Sage Intacct, Ramp, Gusto, QuickBooks Desktop, QuickBooks Online, Microsoft Office 365, Microsoft Word, Microsoft Excel
2mo
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Client Services Associate
El Paso or Dallas
OnsiteFull Time
5+ YOE5+ years supporting financial advisors, 2+ years onboarding with custodians, bachelor’s/associate degree or equivalent experience, strong Microsoft Office skills, CRM familiarity, excellent communication and organization.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce
2w
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Client Services Associate II
Miramar, Florida, United States
OnsiteFull Time
2+ YOEAssociate degree in banking, finance, business administration, or related field; bachelor's preferred. Requires 2–4 years servicing international customer accounts, bilingual English-Spanish skills, and NMLS registration or willingness to register.
NMLS, OFAC, USA PATRIOT Act
1mo
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
Microsoft Excel, Word, Power Point, Power BI
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Financial Services Client Associate
Waynesboro, Virginia, United States
$22-$26/hr OnsiteFull Time
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
1mo
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Client Associate (Investment Services)
San Antonio, Texas, United States
OnsiteFull Time
2+ YOEProvide administrative and client support to Financial Advisors, schedule appointments, assist with trades and account changes, organize marketing/events, produce reports; requires 2 years relevant experience, Associate's or equivalent, Texas driver's license, Series licenses preferred.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint
1mo
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Associate, Client Accounting
New York City, New York, United States
$71k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred, 3+ years accounting experience, strong Excel and Outlook skills, NetSuite experience preferred, customer-service orientation, knowledge of accrual accounting and revenue recognition.
Microsoft Excel, Microsoft Outlook, NetSuite
2mo
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Premier Client Services Associate
Pasadena, California, United States
$20-$27/hr OnsiteFull Time
2+ YOEHigh school diploma plus 3 years customer service (or Associate’s degree plus 2 years); familiarity with new account opening and loan operations; strong communication, organization, and Microsoft Office skills; legal authorization to work in the U.S.; no visa sponsorship.
Microsoft Office
2w
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Associate, Client Services (Energy & Infrastructure)
Chicago, Illinois, United States
$65k-$75k/yr HybridFull Time
Bachelor's degree in finance, accounting, or business; financial theory and accounting knowledge; analytical and communication skills; and proficiency in Microsoft Word and Microsoft Excel. U.S. work authorization required.
Microsoft Word, Microsoft Excel
1mo
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
3+ YOEProvide operational and administrative support to Financial Advisors, onboard clients, process transactions, prepare meeting materials; requires bachelor's in business/finance or equivalent, 3+ years financial services administration, and required securities registrations.
Microsoft Office, Client Relationship Management (CRM)
1d
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Client Services Associate
Irving, Texas, United States
OnsiteFull Time
1+ YOEBachelor's or graduate degree in finance, accounting, or business required; 1–3 years preferred. Requires communication, PC applications, spreadsheet, SQL, SSRS, Power Apps, teamwork, and multitasking skills.
Advances.Net, Cappy, Cibar, CopeStar, CIP/EDP Project System, Microsoft Dynamics CRM, Nexus9, Radar, SecureConnect, SQL, SSRS, Power Automate, Power Apps
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