9 client accounting services associate jobs at 4 companies in Ames, IA
2mo
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Institutional Client Services Associate
Iowa or Des Moines or Dubuque
$29-$34/hr OnsiteFull Time
Previous experience with retirement plan (401k/403b) administration, proficiency with CRM (Salesforce) and Microsoft Office, strong communication and attention to detail. ASPPA/CEBS/QPA/CPC/NIPA designations a plus; credit and criminal history check required.
Salesforce, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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Tax Associate
Indianola, Iowa, United States
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED. Accounting or finance bachelor's degree preferred.
Copilot, ChatGPT
2w
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Tax Associate
Jefferson, Iowa, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, clear communication, problem-solving, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
2w
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Tax Associate
Altoona or Des Moines
OnsiteSeasonal, Full Time
High school diploma/GED, completed H&R Block Income Tax Course, customer or client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Des Moines, Iowa, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, 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
2w
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Tax Associate
Waukee or Des Moines
OnsiteFull Time, Seasonal
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
2w
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Tax Associate
Johnston, Iowa, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, completion of the H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Microsoft Copilot, ChatGPT
1w
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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
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
5d
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Associate Financial Advisor
West Des Moines, Iowa, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or financial services background; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce