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3 client accounting services associate jobs at 3 companies in Abingdon, VA

2mo
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Client Accounting & Advisory Services Associate
Kingsport, Tennessee, United States
OnsiteFull Time
ClearPoint CPAs
ClearPoint CPAs: Professional accounting, tax, and advisory services for businesses and governments.
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
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3w
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Client Service Associate
Abingdon, Virginia, United States
OnsiteFull Time
Cary Street Partners
Cary Street Partners: Independent wealth management and investment advisory firm.
Provide administrative and client operations support for wealth advisors; experience with account opening, billing, CRM, and custodial platforms. SIE & Series 7 preferred; 5+ years experience and associate degree preferred.
First Clearing’s Smart Station
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1mo
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Wealth Strategy Associate
Johnson City, Tennessee, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOE3+ years client service experience in finance preferred; Series 7 and 66 licenses (for registered CSAs), bachelor's or master's in finance preferred; strong communication, analytical and problem-solving skills.
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