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32 client accounting services associate jobs at 7 companies in Alabama

1mo
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Client Service Associate
Huntsville, Alabama, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors, execute money movement transactions, assist with account documentation and digital tool enrollment; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1mo
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Client Service Associate - NR
Tuscaloosa, Alabama, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEHigh school diploma or equivalent, 2 years clerical/industry experience, administrative and customer service skills, knowledge of brokerage operations and securities, strong communication and time-management, Microsoft Office proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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Client Onboarding Associate
Birmingham, Alabama, United States
OnsiteFull Time
StoneX Group
StoneX GroupNASDAQ: SNEX: Provides global financial services and market access.
1+ YOEBachelor's degree or equivalent experience in finance, business, or a related field; 1–3 years in financial services or account administration; strong organization, communication, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Envestnet, Advyzon
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1w
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Account Manager- Client Success
Birmingham, Alabama, United States
OnsiteFull Time
LLH Healthcare
LLH Healthcare: Provider of zero-net-cost healthcare benefit solutions for employers.
2+ YOEAssociate's or bachelor's degree in a related field or equivalent experience; 2+ years in account management, customer success, client services, healthcare, insurance, benefits, or related client-facing work.
Salesforce, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Teams
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1w
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Tax Associate
Tuscaloosa, Alabama, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax obligations and finances.
High school diploma/GED, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort with digital tools.
Copilot, ChatGPT
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1w
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Tax Associate
Birmingham, Alabama, United States
OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
High school diploma/GED, completion of the H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
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2w
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Financial Advisor Associate
Birmingham, Alabama, United States
OnsiteFull Time
Synovus
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
10+ YOEHigh school diploma or equivalent required; college degree preferred. Requires 10+ years in financial services, Microsoft Office proficiency, banking product and regulatory knowledge, analytical skills, and client service experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Nationwide Mortgage Licensing System (NMLS)
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
Cushman & Wakefield
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
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