12 client accounting services associate jobs at 7 companies in Allouez, WI
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Accounting Associate (CAAS - Healthcare Industry)
Minneapolis or Green Bay or Cedar Rapids or Madison or Milwaukee or Des Moines
$54k-$93k/yr OnsiteFull Time
Bachelor's degree required; accounting/financial experience preferred. Ability to process AP/AR/payroll, complete reconciliations, prepare financial statements, and handle client service tasks.
1w
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Tax Associate
Oshkosh, Wisconsin, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, completion of the H&R Block Income Tax Course, customer or client service experience, strong communication and problem-solving skills, and comfort with digital and AI tools.
Copilot, ChatGPT
1w
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Tax Associate
Appleton, Wisconsin, United States
OnsiteFull Time, Seasonal
Requires high school diploma or equivalent, H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
1w
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Tax Associate
Green Bay, Wisconsin, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools including Copilot and ChatGPT, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
1w
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Tax Associate
Sheboygan, Wisconsin, United States
OnsiteSeasonal, Full Time
Requires high school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1w
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Tax Associate
Marinette, Wisconsin, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client 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.
Copilot, ChatGPT
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Registered Branch Associate - Green Bay, WI
Green Bay, Wisconsin, United States
OnsiteFull Time
High school diploma required (bachelor's preferred). Series 7 and Series 66 required (can be obtained during study period); FINRA and state insurance licenses required. Strong problem solving, client relationship, regulatory, and communication skills. 3-5 years in securities/financial services preferred.
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
1+ YOEProvide client and advisor support, process account administration and transfers, maintain accurate client records, and support project/workflow and process improvement; bachelor’s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
Provide client and advisor support, prepare and process account paperwork, manage records and transfers; bachelor\u0002s degree preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
3w
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Senior Personal Trust Assistant
Green Bay, Wisconsin, United States
$22-$37/hr OnsiteFull Time
4+ YOEProvide administrative and trust account support to Relationship Managers; coordinate account administration, transaction processing, client service, and trust-document review. Requires banking/administrative experience and associate-level education.
MoneyGuide Pro
4w
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
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Business Service Rep
Appleton or Beloit
OnsiteFull Time
2+ YOEProvide commercial client support and facilitate loan processes; associates degree or equivalent experience preferred; 2+ years banking experience preferred; proficiency with Microsoft Word, Outlook, Excel; strong communication and multitasking skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel