26 client accounting services associate jobs at 8 companies in Bloomfield, KY
3mo
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Trust Client Services Associate
Louisville, Kentucky, United States
OnsiteFull Time
Provide client support to wealth advisors; manage accounts; communicate with clients; maintain compliance; proficient with Word/Excel; able to learn trust systems.
Word, Excel
3w
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Client Service Associate
Louisville, Kentucky, United States
OnsiteFull Time
Provide high-touch administrative support to financial advisors, process client transactions, open accounts, use CRM and Microsoft Excel, strong communication, HS diploma required/preferred, securities experience helpful.
Client Relationship Management (CRM) software, Microsoft Excel
4d
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Senior Registered Client Associate
Louisville, Kentucky, United States
OnsiteFull Time
5+ YOESeries 7 and 66 or 65/63 licenses, at least 5 years of finance-sector client service experience, strong communication and interpersonal skills, attention to detail, and Microsoft Office Suite proficiency.
Microsoft Office Suite, Artificial Intelligence (AI)
3mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking solutions, and support day-to-day team activities; high school diploma/GED required; 1 year experience; client-centric, detail-oriented, tech-savvy.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
1mo
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Senior Tax Associate
Lexington, Kentucky, United States
HybridFull Time
3+ YOECPA eligible or certified,3-6 years public accounting tax experience,supervisory ability,client service and analytical skills,excellent communication,and ability to travel for day trips with minimal overnight travel.
2w
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Tax Associate
Clarksville, Indiana, United States
OnsiteSeasonal, Part Time
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.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Jeffersontown or Louisville
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, digital tool proficiency, and high school diploma/GED required.
Copilot, ChatGPT
2w
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Senior Registered Service Associate
Louisville or Nashville
OnsiteFull Time
5+ YOEHigh school diploma or equivalent, active Series 7 and Series 66 or Series 63 and Series 65, and at least 5 years of financial industry experience required. Strong computer, organizational, communication, and client service skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
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Senior Registered Service Associate
Louisville or Nashville
OnsiteFull Time
5+ YOEHigh school diploma required; college degree preferred. Requires 5+ years of industry experience, active Series 7 and Series 66 or Series 63 and Series 65, strong Microsoft Office skills, and client service expertise.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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