61 client accounting services associate jobs at 26 companies in Bonsall, CA
1mo
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
Microsoft Excel, Word, Power Point, Power BI
13h
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Client Services Associate
San Diego, California, United States
$50k-$60k/yr OnsiteFull Time
2+ YOERequires 2 years of project management, account coordination, marketing, or related experience, plus digital marketing knowledge, strong organization, communication, problem-solving, and adaptability.
Workfront, Asana, Jira, Monday.com
3mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEProvide administrative and client service support for financial advisors, process account openings and maintenance, enter orders, and perform clerical functions; Series 7 and 63/66 required; 2 years investment industry experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
4w
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year experience, client-service focus; SIE/Series 7/66/63/65 credentials desired; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Senior Associate - Private Equity Fund Accounting
San Diego, California, United States
$70k-$95k/yr HybridFull Time
3+ YOEBachelor’s degree in Accounting or Finance with 3.0 GPA, 3+ years in private equity or related industry, strong accounting knowledge, client service, communication, and deadline management skills.
QuickBooks, Microsoft Outlook, Microsoft Excel, Microsoft Word, Investran, PowerU, MyCampus
2w
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Senior Registered Client Associate
Carlsbad, California, United States
$35-$52/hr OnsiteFull Time
2+ YOERequires 2+ years of brokerage and client services support experience or equivalent; FINRA Series 7 and 63 examinations; intermediate Microsoft Office skills; and customer service, organization, and prioritization abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2w
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
$80k-$115k/yr HybridFull Time
2+ YOEBachelor's in Accounting required; 2+ years tax compliance or consulting; CPA or IRS Enrolled Agent (or parts passed) preferred; experience with GoSystems or CCH Axcess; strong communication and client service skills.
GoSystems, CCH Axcess
1mo
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, ensure accuracy of client materials, and use Microsoft Office and Salesforce; SIE/Series registrations desired.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
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Registered Client Service Associate
San Diego, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 registrations, financial services product knowledge, advanced Microsoft Office skills, and strong client service and organizational abilities.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1d
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Client Service Associate - Family Office
Irvine, California, United States
$30-$36/hr OnsiteFull Time
3+ YOEBachelor’s degree required, preferably in business, finance, accounting, or management. Three years of operations, client service, investment, trust, accounting, or administrative experience preferred; strong Microsoft Office skills required.
CRM, DMS, Microsoft Excel, Microsoft Word
3w
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
HybridFull Time
2+ YOEBachelor's in Accounting,2+ years tax compliance/consulting,CPA or enrolled agent (or progress toward),experience with GoSystems or CCH Axcess,excellent communication and mentoring skills.
GoSystems, CCH Axcess
3w
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Client Service Associate, Employee Benefits
San Diego, California, United States
HybridFull Time
1+ YOEHigh school or equivalent required (college preferred). 1-2 years benefits/account service experience, insurance license or willingness to obtain, demonstrated Microsoft Excel skills, strong communication.
Microsoft Excel
1mo
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Associate, Client Relationship Manager
San Diego, California, United States
$65k-$75k/yr HybridFull Time
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services or relevant internship), Series 65 or 66 required/attainable, strong attention to detail, Excel/Word/Outlook/Salesforce/PowerPoint experience, excellent communication and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
2mo
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Audit Senior Associate - Financial Services
Los Angeles or Sacramento or San Francisco or Costa Mesa
$71k-$140k/yr HybridFull Time, Seasonal
2+ YOE2+ years recent external public accounting/audit experience, asset management client experience required; experience supervising staff, ability to travel to client sites, meet CPA education requirements (CPA license preferred).
4w
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Senior Registered Client Service Associate (Newport Beach, CA)
Newport Beach, California, United States
$55k-$80k/yr OnsiteFull Time
5+ YOEHigh school diploma and ~5 years financial services experience; SIE, Series 7 and state registrations; strong communication, CRM and Excel skills; ability to manage onboarding, trading, and advisor support.
Client Relationship Management (CRM), Microsoft Excel
2w
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Client Account Executive
Irvine, California, United States
$50k-$71k/yr HybridFull Time
3+ YOERequires 3+ years of marketing agency or client services experience, Microsoft Office proficiency with Excel and PowerPoint, communication, presentation, analytical, organizational, and problem-solving skills. Associate's or bachelor's degree preferred.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint
1w
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Client Account Executive
Irvine, California, United States
$50k-$71k/yr HybridFull Time
3+ YOERequires 3+ years of marketing agency or client services experience, direct marketing knowledge, communication and presentation skills, analytics interpretation, organization, problem-solving, and Microsoft Office proficiency. Associate's or bachelor's degree preferred.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Epsilon PeopleCloud, CORE ID
2w
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Tax Senior Associate
Carlsbad or San Diego
$85k-$110k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA license or progress toward certification, and 3–5 years of public accounting tax experience. Requires strong tax, analytical, client service, leadership, and project management skills.
1w
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
1w
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Tax Associate
Temecula, California, United States
$16-$20/hr OnsiteSeasonal, Full Time
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.
Copilot, ChatGPT
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