18 client accounting services associate jobs at 14 companies in Beaver Dam, WI
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Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
1mo
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Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent,1+ year financial services or client services experience,customer service and problem-solving skills,licensed or obtain WI life & health insurance,SIE,Series 7 and Series 66 within first year.
1mo
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Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, client communication; bachelor’s in finance/economics preferred; CRM and Microsoft Office proficiency; strong organization and client focus.
Microsoft Office Suite, CRM, custodial platforms
4w
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Client Service Associate Float
Monona, Wisconsin, United States
OnsiteFull Time
Handle teller and account services across multiple branch locations, cash handling experience preferred, high school diploma or equivalent, strong communication and problem-solving skills.
1mo
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Registered Financial Client Associate
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial services experience, bachelor’s degree or equivalent, Series 7 and Series 63/65 or Series 66 required, proficient with Microsoft Office, detail-oriented and discreet.
Microsoft Office
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Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
2+ YOE2+ years customer success/account management experience, associate degree or equivalent, strong communication, client advocacy, account retention/expansion, presentation and Microsoft Office proficiency.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Federal Tax Services Associate (Fall 2027/Winter 2028)
Madison, Wisconsin, United States
$62k-$74k/yr OnsiteFull Time
Bachelor's degree in accounting, strong Excel skills, ability to travel to client locations, 3.0 GPA preferred; working toward CPA preferred; strong communication and teamwork.
Microsoft Excel
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Client Experience Partner
Sun Prairie, Wisconsin, United States
HybridFull Time
2+ YOE2+ years in customer success/account management in IT services, associate degree or equivalent, CRM/PSA experience, Microsoft Office proficiency, presentation and relationship-building skills, ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
2w
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Tax Associate
Mukwonago or Milwaukee
OnsiteFull Time, Seasonal
High school diploma or equivalent, H&R Block Income Tax Course completion, customer or client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2w
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Tax Associate
Wauwatosa, Wisconsin, 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.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Port Washington, Wisconsin, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools including Copilot and ChatGPT, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
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Associate Advisor
Middleton, Wisconsin, United States
$65k-$85k/yr HybridFull Time
Entry-level advisory role pursuing CFP®, ability to obtain Series 65 within 6 months, bachelor's degree background preferred, strong analytical, communication, and client service skills, clean U4, willingness to sign non-compete.
3mo
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Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
3w
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Part Time (30 Hour) Associate Banker, East Waukesha Branch, Waukesha, WI
Waukesha, Wisconsin, United States
OnsitePart Time
Provide attentive client service, open and maintain accounts, use banking technology, possess high school diploma/GED, and client service or comparable experience.
Chase Mobile App, Chase.com, ATM, tablet
1mo
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Part Time (20 Hour) Associate Banker, Pewaukee Branch, Pewaukee, WI
Pewaukee, Wisconsin, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, and learn products; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com
1mo
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Universal Banker
Madison, Wisconsin, United States
OnsiteFull Time
1+ YOEHigh school diploma required (associate preferred); 1–3 years related experience; perform teller and relationship duties, account openings, transactions, compliance, and client service.
1mo
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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
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
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