41 client accounting services associate jobs at 18 companies in Albemarle, NC
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Client Associate (Wealth Management)
Charlotte, North Carolina, United States
$75k-$100k/yr OnsiteFull Time
4+ YOERequires 4+ years in wealth management, financial services, client service, advisor support, brokerage operations, private banking, or related work; strong communication, organization, documentation, and operational skills.
Microsoft Office, CRM systems, custodial platforms, digital document tools, e-signature workflows
1mo
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Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEProvide administrative and client service support for Financial Advisors, including opening and maintaining client accounts, clerical tasks, and use of Microsoft Office; requires high school diploma and 2 years clerical/related experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
4w
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Associate Director, Client Services - Account Management
Charlotte or Denver or New York
$136k-$205k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years PBM/health plan or benefits consulting experience, Excel and Microsoft Office proficiency, experience with structured/unstructured data, strong communication and multitasking skills, ability to travel up to 25%.
Microsoft Office, Microsoft Excel, SQL
2mo
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Registered Private Wealth Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
Must hold FINRA SIE, Series 7 and Series 66 (63/65 accepted), demonstrate advanced industry knowledge, strong client-service skills, and comfort with technology; High School minimum; Bachelor’s preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Registered Client Service Associate-Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients across channels, onboard and maintain client accounts, process transfers, prepare reports; SIE and Series exams required; HS diploma and ~1 year industry experience preferred.
Client Relationship Management (CRM), Microsoft Excel
3w
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Senior Tax Associate - Private Client Services
Rockville or Atlanta or Austin or Bala Cynwyd or Boston or Charlotte or Chicago or Dallas or Denver or Houston or Los Angeles or New York City or Philadelphia or Phoenix or Portland
$82k-$134k/yr RemoteFull Time
3+ YOEBachelor's degree in accounting, recent accounting-firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Requires corporate, S-Corp, or partnership return experience.
tax software
1mo
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Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years clerical/industry experience, proficiency with Microsoft Office, administrative and customer service skills, basic brokerage industry knowledge.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Registered Private Wealth Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (63 or 65 accepted), industry knowledge of investment products, client service experience, strong communication, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Senior Audit Associate (Client Service)
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEBachelor's in accounting or related field, 2+ years public accounting audit experience, CPA preferred/eligible, financial institution audit preferred, proficiency with Microsoft Office, Engagement, and Knowledge Coach.
Microsoft Office, Engagement, Knowledge Coach
1mo
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ESOP - Client Service Manager 2
Des Moines or Charlotte
$85k-$142k/yr HybridFull Time
4+ YOE4+ years accounting/finance experience, 2+ years ESOP experience preferred, associates/bachelor's preferred, advanced Excel proficiency, strong communication and organizational skills, travel as needed.
Microsoft Office Suite, Microsoft Excel, XLOOKUPs, VLOOKUPs, pivot tables, macros
9h
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Collections/Client Relations Coordinator
Atlanta or Montgomery County or Charlotte or Chester County or Greensboro or Greenville or Miami or Philadelphia or Pittsburgh or Sarasota or Bucks County or West Palm Beach or Wilmington
OnsiteFull Time
5+ YOEAssociate degree or equivalent experience required; bachelor's preferred. Requires 5+ years of collections experience, advanced Microsoft Excel skills, strong organization, communication, customer service, and financial accuracy.
3E, ARCS 3G, Microsoft Excel
1mo
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Wealth Management Tax Services Senior Associate
Pittsburgh or Charlotte or Philadelphia or Phoenix or New York City
$77k-$214k/yr OnsiteFull Time
2+ YOEBachelor's degree, at least 2 years' experience, eligible to sit for CPA exam in intended state, experience in tax compliance, financial analysis, tax document drafting, and client advisory.
1mo
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Investment Banking Associate II - Environmental Services
Dallas or Chicago or Cleveland or New York City or Charlotte
$82k-$173k/yr OnsiteFull Time
5+ YOEBachelor's in finance-related field, 5+ years investment banking M&A experience (environmental services preferred), SIE/Series 79/63 (or ability to obtain), Excel/PowerPoint proficiency, strong client and leadership skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ
3w
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Associate, Global Client Group (Independent Advisor Group)
Charlotte, North Carolina, United States
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree, 2+ years financial services experience, strong analytical and communication skills, Excel and Access proficiency, and SIE/Series 7/63/66 licenses to be obtained within 12 weeks.
Microsoft Excel, Microsoft Access
3w
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Associate Data Recon Analyst, Advisory Accounting
Fort Mill or Charlotte
$23-$39/hr OnsiteFull Time
1+ YOE1+ years in financial services or operations, advanced Microsoft Excel skills, strong attention to detail, client-focused, SQL and database experience preferred.
Microsoft Excel, SQL
1w
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Tax Senior Associate
High Point or Winston-Salem or Hickory or Lexington
HybridFull Time
3+ YOEBachelor's degree in accounting, finance, or related field; 3–5 years of public tax accounting experience; tax research, client service, Microsoft Office, and tax software proficiency required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Associate Analyst, Client Compensation
Fort Mill or Charlotte
$21-$35/hr OnsiteFull Time
1+ YOERequires 1+ year of operational experience in financial services, strong analytical, quantitative, communication, organization, and time management skills, and ability to work independently with minimal guidance.
Oracle, ComRidge, Varicent, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Office
2w
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Tax Associate
Matthews, North Carolina, United States
OnsiteFull Time, Seasonal
Requires tax course completion, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma or equivalent; no prior tax experience required.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Charlotte or Winston-Salem
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, high school diploma/GED, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
1w
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Wealth Management Associate
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOERequires 5+ years of relevant work experience, active Series 7 and Series 66 or Series 63 and Series 65 licenses, and strong financial services, client service, organizational, communication, and leadership skills.
Microsoft Excel, MS Office, Microsoft Online
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