11 client accounting services associate jobs at 6 companies in Ashfield, MA
4w
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
2mo
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Associate Manager
New York City or Union or Windsor or Braintree or Jacksonville
$70k-$140k/yr HybridFull Time
6+ YOE2+ MgmtBachelor's in finance/business, 6+ years investor services experience with ≥2 years leadership, strong client relationship, project management, fund structure and regulatory (AML/KYC, FATCA, CRS) knowledge, excellent communication.
Microsoft Office Suite, Microsoft Excel, investor relations software
2w
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Tax Associate
Springfield or Troy
$14-$18/hr OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
2w
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Tax Associate
Brattleboro, Vermont, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2w
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Tax Associate
Staten Island or Troy
$14-$18/hr 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.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Springfield or Troy
$14-$18/hr OnsiteFull Time, Seasonal
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.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
South Windsor, Connecticut, United States
OnsiteFull Time, Seasonal
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
Palmer, Massachusetts, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, clear communication, problem-solving, digital tool skills, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment; no prior tax experience required.
Microsoft Copilot, ChatGPT
1w
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Registered Branch Associate - Greenwich, NY
Greenwich, New York, United States
OnsiteFull Time
3+ YOEHigh school diploma required; bachelor's preferred. Requires Series 7, Series 66, FINRA registrations, state insurance licenses, regulatory compliance, client service, research, and problem-solving skills.
firm intranet
2d
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Account Manager - Employee Benefits (Hybrid)
Albany, New York, United States
$65k-$75k/yr HybridFull Time
3+ YOEAssociate degree required and bachelor's preferred; 3+ years of client service or industry experience; benefits administration knowledge; strong Microsoft Excel and PowerPoint skills; licensing required or obtainable.
Microsoft Excel, Microsoft PowerPoint
1d
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Account Manager - Employee Benefits (Hybrid)
Albany, New York, United States
$65k-$75k/yr HybridFull Time
3+ YOEAssociate degree required and bachelor's preferred, with more than 3 years of client service or industry experience. Requires benefits knowledge, strong communication, presentation, decision-making, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint