8 client accounting services associate jobs at 4 companies in Bath, ME
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Registered Client Associate / Client Associate
Portland, Maine, United States
$50k-$77k/yrOnsiteFull Time
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or related experience, strong communication, organizational, client service, and technology skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain within 12 months.
3+ YOE3–7 years public accounting experience (audit/financial statement work preferred). CPA or active CPA candidate preferred. Strong client service, communication, organization, and ability to manage multiple priorities; comfortable with technology.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOERequires 3–5 years of insurance service experience, an undergraduate degree or equivalent industry experience, Property & Casualty license, Associate in General Insurance designation, and personal insurance coverage expertise.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs and build financial confidence.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools, and completion or enrollment in the H&R Block Income Tax Course or Tax Knowledge Assessment.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Requires an active Life and Health license, strong client relationship, communication, analytical, presentation, organization, and time-management skills, plus Microsoft Office proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, agency management systems, web browser software