97 client accounting services associate jobs at 29 companies in Bridgeport, CT
1mo
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
3w
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Client Associate/Registered Client Associate
Farmington, Connecticut, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; FINRA registrations preferred.
Word Processing Software, Desktop Tools
1mo
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Client Service Associate - Massapequa, NY
Wantagh or Massapequa or New York
$24-$39/hr OnsiteFull Time
2+ YOE2+ years white-glove client service experience; familiarity with account maintenance, ACATs, wires, onboarding; strong organization and communication; Series 7 preferred.
1mo
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ years experience, client service skills, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce; SIE/Series registrations preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, and client communications; bachelor’s degree preferred and proficiency with Microsoft Office and CRM.
Microsoft Office Suite, CRM
3d
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Registered Client Associate
Purchase, New York, United States
$31-$46/hr OnsiteFull Time
1+ YOERequires 1+ year of brokerage or client services support experience and FINRA Series 7 and 63 or recognized equivalents; requires Microsoft Office skills and ongoing regulatory compliance.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2mo
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Sales Associate / Client Service Associate – Wealth Management
New York, New York, United States
$75k-$95k/yr OnsiteFull Time
1+ YOEProvide high-touch client service and sales/trading support to wealth management teams; assist with onboarding, KYC, account administration, trading workflows (including 10b5-1), and prepare client materials. Bachelor's required; 1–5 years relevant experience; SIE/Series licenses preferred; Microsoft Office proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, eMoney, MoneyGuidePro, FactSet, Bloomberg, Pershing NetX360, Addepar, Black Diamond, Advent
3mo
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Client Service Associate
White Plains, New York, United States
$44k-$66k/yr OnsiteFull Time
2+ YOEClerical/account opening, customer service, MS Office, ability to work with financial advisors.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
2mo
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr HybridFull Time
Provide client service support to Financial Advisors; manage client materials; use MS Office and Salesforce; financial industry knowledge preferred.
Microsoft Word, Excel, PowerPoint, Salesforce
12h
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Senior Associate - Private Equity Fund Accounting
Garden City, New York, United States
$70k-$95k/yr HybridFull Time
3+ YOEBachelor’s degree in Accounting or Finance with 3.0 GPA, 3+ years of private equity or related experience, strong accounting knowledge, client service skills, and advanced proficiency in QuickBooks, Microsoft Office tools, and preferably Investran.
QuickBooks, Microsoft Outlook, Microsoft Excel, Microsoft Word, Investran, PowerU, MyCampus
1mo
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Private Client Group Support Associate
New Canaan, Connecticut, United States
$31-$36/hr OnsiteFull Time
3+ YOE3+ years commercial banking or client service experience; strong communication, attention to detail, and teamwork; proficiency with Microsoft Office (Excel, Word, PowerPoint); familiarity with HubSpot and CRM systems a plus; bachelor's degree preferred.
CRM, HubSpot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Key Private Bank Client Relationship Associate
Tarrytown, New York, United States
$25-$38/hr HybridFull Time
3+ YOE3 years related experience, bachelor's degree preferred, strong client service and communication, proficiency with Salesforce and Microsoft Office, discretion with sensitive information.
Salesforce, Wealth Direction (WD), Microsoft Office
2mo
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Senior Registered Private Client Associate - Garden City, NY
Garden City, New York, United States
$75k-$90k/yr OnsiteFull Time
5+ YOEHigh school diploma required (associate or bachelor preferred), 5+ years as a Registered Private Client Associate, Series 7 and 63 and 65 or 66, proficient in Microsoft Office, strong customer service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2d
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Tax Experienced Associate, Private Client Services
Stamford, Connecticut, United States
$93k-$95k/yr OnsiteFull Time
1+ YOEBachelor’s degree in accounting, finance, economics, statistics, or another field with CPA certification; one year of relevant experience preferred; Microsoft Office and Adobe Acrobat proficiency required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep
1mo
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J.P. Morgan Advisors - Senior Client Associate - New York, NY
New York or White Plains or West Harrison or New York
$70k-$100k/yr OnsiteFull Time
Bachelor's degree or equivalent; Series 7 & 66 required upon hire or obtained within 180 days; proficiency with Microsoft Word, PowerPoint, Excel; strong communication and client service skills; self-starter.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
4d
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Tax Senior Associate - Private Client Services (PCS)
New York or Iselin or Melville
HybridFull Time
4+ YOEBachelor's degree in accounting or equivalent, 4+ years of public accounting tax compliance experience, and experience preparing U.S. partnership, S-corporation, and individual tax returns.
GoSystems, CCH Axcess
3d
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Tax Senior Associate - Private Client Services (PCS)
New York or Iselin or Melville
$80k-$115k/yr HybridFull Time
4+ YOEBachelor's degree in accounting or equivalent, 4+ years of public accounting tax compliance experience, and US tax return preparation for partnerships, S corporations, and individuals. CPA or enrolled agent preferred.
GoSystems, CCH Axcess
1w
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Associate, Internal Client Support
White Plains, New York, United States
$23-$24/hr OnsiteFull Time
Customer service experience, excellent data entry and communication skills, basic accounting knowledge, attention to detail, and ability to process high transaction volumes accurately using Microsoft applications.
Microsoft applications, Branch Capture, BTE
2w
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Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President
Greenwich, Connecticut, United States
$100k-$140k/yr HybridFull Time
2+ YOE2+ years client-facing or relationship management experience in financial services; foundational knowledge of structured investments; BD/wealth management experience a plus; Series 7 and 63 preferred; strong communication and organization.
CRM
2mo
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Associate
Stamford, Connecticut, United States
$80k-$86k/yr OnsiteFull Time
1+ YOEBachelor's degree required; strong analytical and communication skills; proficiency in Microsoft Word and Excel; 1+ year client service experience preferred; willingness to participate in a structured development program.
Microsoft Word, Microsoft Excel
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