15 client accounting services associate jobs at 3 companies in Boone, NC
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Client Service Associate
Abingdon, Virginia, United States
OnsiteFull Time
Cary Street Partners: Independent wealth management and investment advisory firm.
Provide administrative and client operations support for wealth advisors; experience with account opening, billing, CRM, and custodial platforms. SIE & Series 7 preferred; 5+ years experience and associate degree preferred.
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
High school diploma/GED, completed H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
H&R Block: A tax preparation and financial services helping clients manage their tax obligations.
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 or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
H&R Block: A tax preparation and financial services helping clients manage tax obligations and make informed financial decisions.
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
H&R Block: A tax preparation and financial services providing tax assistance and client support.
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 or Tax Knowledge Assessment.
H&R Block: A tax services providing tax preparation, financial products, and client support.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tools proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
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 or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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 or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage tax and financial needs.
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.
H&R Block: A tax services providing tax preparation and financial services to individuals and communities.
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 or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage tax and financial needs.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
Requires 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 or Tax Knowledge Assessment.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOE3+ years client service experience in finance preferred; Series 7 and 66 licenses (for registered CSAs), bachelor's or master's in finance preferred; strong communication, analytical and problem-solving skills.