66 client accounting services associate jobs at 31 companies in Bethlehem, PA
4w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 7 and 66 required, 2+ years client service experience in financial industry preferred, BA/BS degree, strong client-facing, organizational, and Microsoft Office skills.
Microsoft Excel, PowerPoint, Concur, eMoney
4w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 7 & 66 required, BA/BS degree, 2+ years client service experience preferred, strong Microsoft Office skills (Excel, PowerPoint), Concur and eMoney experience a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
1mo
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
5+ YOESIE required; Series 6/63 required or obtainable in 6 months. High school required (BA preferred). 5+ years financial/customer service experience. Proficient with Microsoft Office; strong client service and multitasking skills.
FINRA, Microsoft Office
2mo
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Associate, Client Advisory
Conshohocken, Pennsylvania, United States
HybridFull Time
Bachelor's degree required. Strong analytical, client service, and communication skills. Microsoft Office (Excel) proficiency. Prior client operations/administration experience is a plus but recent graduates may apply.
Microsoft Office, Microsoft Excel
1mo
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Wealth Management Client Associate
Wyomissing, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on bank offerings, ensure accuracy of client materials, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Senior Client Service Associate
West Conshohocken or Philadelphia
$70k-$85k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years of experience required. Requires investment account knowledge, strong communication and organizational skills, and compliance adherence; Series 65 and CFP® preferred.
CRM
1mo
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Private Client Associate - Royersford, PA
Royersford, Pennsylvania, United States
OnsiteFull Time
Provide client service and operational support for financial advisors; strong customer service, communication, attention to detail; proficiency in Word, Excel, PowerPoint, Outlook; Series licensing preferred or obtainable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Senior Tax Associate - Private Client Services
Rockville or Atlanta or Austin or Bala Cynwyd or Boston or Charlotte or Chicago or Dallas or Denver or Houston or Los Angeles or New York City or Philadelphia or Phoenix or Portland
$82k-$134k/yr RemoteFull Time
3+ YOEBachelor's degree in accounting, recent accounting-firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Requires corporate, S-Corp, or partnership return experience.
tax software
1mo
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Registered Client Service Associate
Succasunna, New Jersey, United States
$54k-$81k/yr OnsiteFull Time
2+ YOE2 years investment industry experience, high school diploma or equivalent, Series 7 and 63 or 66 required, administrative and clerical skills, customer service and communication skills.
3w
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Client Service Associate (CSA)
Bedminster, New Jersey, United States
OnsiteFull Time
3+ YOE3+ years in financial services, detail-oriented with strong analytical, communication, CRM and Microsoft Office skills; bachelor’s degree preferred; Series 7/63/65/66 preferred.
Microsoft Office, Windows, Redtail, MS Dynamics
2mo
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Engagement Manager, Client Transition
Parsippany or Wayne
$86k-$240k/yr OnsiteFull Time
Bachelor's degree required; experience in client services or account management with proven people management; strong technical aptitude, training experience, project and stakeholder management; experience with data/analytics preferred.
1mo
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Client Service Associate - 2/13 Strategic Partners
Radnor, Pennsylvania, United States
OnsiteFull Time
Client service experience, strong interpersonal and problem-solving skills, attention to detail, proficiency in Microsoft Office and CRM, custodian platform experience; FINRA licenses a plus; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, Salesforce, Schwab
2w
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Client Financial & Residential Services Coord
Philadelphia, Pennsylvania, United States
OnsiteFull Time
3+ YOEBachelor's degree in finance, accounting, economics, or business administration preferred, or associate degree with five years' specific experience; 3–5 years' relevant experience, driver's license, insured vehicle, and Microsoft product proficiency required.
Microsoft Excel, Microsoft Word, PA COMPASS, Social Security Administration Site
1mo
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Financial Advisory Services - Senior Associate
Philadelphia or Wilmington or New York City
HybridFull Time
3+ YOEDegree in accounting or finance, 3+ years accounting/finance experience, excellent Microsoft Excel skills, client service and analytical ability, willingness to work in-office average four days/week; CPA and FP&A experience preferred.
Microsoft Excel
2w
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Client Relationship Manager
Morristown, New Jersey, United States
OnsiteFull Time
5+ YOEFive years of similar financial services experience and an associate or bachelor's degree required. Client relationship management, account operations, analytical, communication, compliance, and trading skills needed.
Salentica, Black Diamond, Charles Schwab
2w
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Associate Director, Client Strategy and Execution
Morristown, New Jersey, United States
$61k-$94k/yr HybridFull Time
4+ YOEBachelor's degree preferred and 4+ years in client services, consulting, healthcare, strategy, operations, or account management. Requires strategic planning, client leadership, financial/resource planning, coaching, and Microsoft Office proficiency.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Outlook
2mo
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Associate Director--Commercial Supply Services
Audubon, Pennsylvania, United States
OnsiteFull Time
3+ YOE1+ MgmtBachelor's in science or business, 3+ years client/account management experience in the pharmaceutical industry, 1 year management experience, budget control experience, knowledge of GMP, ERP/sales order processing and supply chain experience preferred.
ERP
4w
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Wealth Management Tax Services Senior Associate
Pittsburgh or Charlotte or Philadelphia or Phoenix or New York City
$77k-$214k/yr OnsiteFull Time
2+ YOEBachelor's degree, at least 2 years' experience, eligible to sit for CPA exam in intended state, experience in tax compliance, financial analysis, tax document drafting, and client advisory.
2w
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Tax Associate
Hamilton, New Jersey, United States
$16-$26/hr OnsiteFull Time
Requires completion of the H&R Block Income Tax Course, customer or client service experience, communication and problem-solving skills, digital and AI tool proficiency, and a high school diploma, GED, or equivalent.
Copilot, ChatGPT
2w
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Tax Associate
Etna or Philadelphia
OnsiteFull Time, Seasonal
High school diploma/GED, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort using digital tools.
Microsoft Copilot, ChatGPT
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