21 client accounting services associate jobs at 15 companies in Ballwin, MO
2mo
Save
Mark Applied
Hide
Accounting Services Associate
St Louis, Missouri, United States
OnsiteFull Time
Accounting or finance education; experience with QuickBooks; strong organizational and client service skills.
QuickBooks, QuickBooks Online, Microsoft Excel, Microsoft Word, Outlook
1w
Save
Mark Applied
Hide
Client Associate
Chesterfield, Missouri, United States
OnsiteFull Time
1+ YOE1-3 years client service experience in financial services preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS degree; strong client-facing, communication, organization, and Excel/PowerPoint skills.
Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
1w
Save
Mark Applied
Hide
Client Associate
Chesterfield, Missouri, United States
OnsiteFull Time
1+ YOE1-3 years client service experience in financial services preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS degree; strong client-facing, organizational, and communication skills; Microsoft Excel and PowerPoint proficiency; eMoney experience a plus.
Microsoft Excel, PowerPoint, eMoney, Concur
2w
Save
Mark Applied
Hide
Client Associate
Clayton, Missouri, United States
OnsiteFull Time
2+ YOE2+ years client service experience in finance preferred; Series 7/66 preferred; bachelor's degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
1w
Save
Mark Applied
Hide
Client Service Associate (Family Office)
St. Louis, Missouri, United States
$52k-$60k/yr OnsiteFull Time
1+ YOEProvide high-touch client service, process transactions, reconcile accounts, maintain client data and documentation; bachelor’s degree and/or 1–3 years financial industry experience preferred; strong communication and Excel skills.
Microsoft Office, Microsoft Excel
4w
Save
Mark Applied
Hide
Client Service Associate
Saint Louis, Missouri, United States
$54k-$65k/yr OnsiteFull Time
Provide high-level client service supporting financial planners: coordinate meetings, supervise account activity, prepare and review account paperwork, research and resolve issues; financial services experience and strong attention to detail required.
1mo
Save
Mark Applied
Hide
Associate - Client Service
St. Louis, Missouri, United States
OnsiteFull Time
4+ YOE4+ years in financial services with client-facing responsibilities; bachelor’s degree; strong investment, estate, insurance, and cash flow knowledge; CFP/CFA/CPA/JD/MBA preferred; ability to manage priorities and collaborate across teams.
1w
Save
Mark Applied
Hide
Wealth Management Client Associate
St. Louis, Missouri, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, follow procedures, and deliver timely, accurate client materials; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Private Client Associate
Creve Coeur, Missouri, United States
OnsiteFull Time
High school diploma/GED, strong interpersonal and communication skills, basic computer proficiency (Microsoft Office), customer service experience, ability to work flexible hours including some Saturdays, attention to detail and integrity.
Microsoft Office Suite, Silverlake, Synergy, 4Sight, Xperience, Onboard
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Swansea, Illinois, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service supporting Financial Advisors; high school diploma/GED; ~1 year experience; familiarity with investment products; pursuing or holding SIE/Series licenses preferred; strong communication and computer skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
Save
Mark Applied
Hide
Trust Associate
Clayton, Missouri, United States
OnsiteFull Time
Provide administrative support for trust and investment officers, manage client communications, prepare paperwork, process requests, and perform account research. Requires strong communication, customer service, attention to detail, and Microsoft Office proficiency.
AddVantage trust accounting system, Fidelity custodial system, Microsoft Word, Microsoft Excel
2w
Save
Mark Applied
Hide
Private Wealth Management Trust Associate
Clayton, Missouri, United States
$31-$38/hr OnsiteFull Time
5+ YOEHigh school diploma or equivalent, 5+ years client servicing experience or equivalent, strong knowledge of trust administration, fiduciary regulations, compliance reporting, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
Senior Wealth Strategy Associate
Clayton or St. Louis or Missouri or Switzerland
$75k-$105k/yr OnsiteFull Time
3+ YOESeries 7 and 66 licenses, 3+ years client service experience in finance preferred, bachelor's or master's in finance/business administration, strong analytical, communication, and interpersonal skills.
6d
Save
Mark Applied
Hide
Part Time (30 Hours) Associate Banker, Market at Olive Branch, Saint Louis, MO
Saint Louis, Missouri, United States
OnsitePart Time
Deliver attentive client service, open and service accounts, use branch technology, handle cash, and learn products; high school diploma/GED required.
Chase Mobile App, Chase.com, ATM
2mo
Save
Mark Applied
Hide
Trust Investment Analyst
Saint Louis, Missouri, United States
OnsiteFull Time
3+ YOEAssociate's degree or equivalent, 3+ years financial services experience, knowledge of fiduciary/regulatory requirements, portfolio management, reporting, and client communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Morningstar, BondWorks, Bloomberg, Factset
2mo
Save
Mark Applied
Hide
Chubb Customer Center Account Executive
Whitehouse Station or Phoenix or O Fallon
$55k-$74k/yr OnsiteFull Time
Active Property & Casualty license; Associate degree or equivalent experience; experience in personal lines operations/agency/underwriting/marketing; strong client service and communication; MS Office proficiency; organized, multi-tasking; independent and team-oriented.
Microsoft Office, Word, Excel
2w
Save
Mark Applied
Hide
Practice Manager at Bear Creek Animal Hospital
Wentzville, Missouri, United States
$60k-$70k/yr OnsiteFull Time
Manage practice financials, operations, staffing, compliance, vendor relations, payroll/accounts payable, and client service; high school diploma required; associate degree and Practice Manager Certification preferred.
Microsoft Office
4w
Save
Mark Applied
Hide
National Security Portfolio Manager
St Louis, Missouri, United States
HybridFull Time
2+ YOE3+ MgmtBachelor's/Associate/HS plus progressive management experience (3+ years management, 2+ years account management), proficiency with Microsoft Office and BI tools, strong leadership and client-relationship skills.
Microsoft Office, PowerPoint, Business Intelligence (BI)
Explore Jobs