29 client accounting services associate jobs at 18 companies in Beloit, 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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Accounting Associate (CAAS - Healthcare Industry)
Minneapolis or Green Bay or Cedar Rapids or Madison or Milwaukee or Des Moines
$54k-$93k/yr OnsiteFull Time
Bachelor's degree required; accounting/financial experience preferred. Ability to process AP/AR/payroll, complete reconciliations, prepare financial statements, and handle client service tasks.
3w
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Client Service Associate
Clinton, Wisconsin, United States
$20-$25/hr OnsiteFull Time
Client service or administrative experience preferred, bachelor\u0002s degree preferred, strong communication, attention to detail, Microsoft Office proficiency; Salesforce experience a plus.
Microsoft Office, Salesforce
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
2w
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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.
2w
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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
3w
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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
3w
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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
1w
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Director of Dining Services - Madison, WI (1557433)
Madison, Wisconsin, United States
$70k-$75k/yr OnsiteFull Time
3+ YOEManage dining account operations, lead associates, maintain client relations, oversee P&L and budgets; BS in Hospitality or Culinary preferred; 3–5 years foodservice experience with high-volume/catering and budget management.
3d
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Tax Associate
Roscoe, Illinois, United States
$14-$18/hr OnsiteSeasonal, Part Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools. No prior tax experience required; training provided.
Copilot, ChatGPT
1mo
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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.
2mo
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Wealth Management Associate
Middleton, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years relevant experience; active Series 7 and Series 66 (or Series 63 and Series 65); four-year degree preferred; strong MS Office/Excel skills; leadership, client service, and product knowledge.
Microsoft Office, Microsoft Excel, MS Online
2mo
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Wealth Management Associate
Middleton, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years relevant experience; active Series 7 and Series 66 (or Series 63 and 65); four-year degree or professional certification preferred; strong client service, leadership, MS Office/Microsoft Excel proficiency.
Microsoft Office, Microsoft Excel, Microsoft Online
2mo
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Part Time Associate Banker, 20 hour - McKee & Fitchrona
Fitchburg, Wisconsin, United States
OnsitePart Time
High school diploma or GED; client service experience; ability to learn products quickly; strong communication and relationship-building skills.
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.
1d
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Closing Coordinator
Janesville, Wisconsin, United States
$47k-$67k/yr HybridFull Time
0+ YOEAssociate's degree or equivalent education and experience; 0-5 years related experience. Requires closing agent license, notary commission, driver's license, and lending, title insurance, legal document, accounting, and client service knowledge.
Microsoft Office, Webex
3w
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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
2w
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Business Service Rep
Appleton or Beloit
OnsiteFull Time
2+ YOEProvide commercial client support and facilitate loan processes; associates degree or equivalent experience preferred; 2+ years banking experience preferred; proficiency with Microsoft Word, Outlook, Excel; strong communication and multitasking skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel
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