4 client accounting services associate jobs at 4 companies in Appleton, WI

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Registered Branch Associate - Green Bay, WI
Green Bay, Wisconsin, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
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.
1w
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
Carson Group
Carson Group: Provides wealth management and business support for financial advisors.
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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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
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
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
3mo
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Hospice Account Executive
Neenah, Wisconsin, United States
OnsiteFull Time
St. Croix Hospice
St. Croix Hospice: Provides professional hospice and palliative care services at home.
Associate's degree in marketing, business administration, healthcare, or related field; ability to position services to clients; strong communications, negotiation and public relations; autonomy, organization, assertiveness, flexibility and cooperation; RN/LPN preferred.
CRM