25 client accounting services associate jobs at 9 companies in Brookfield, WI
1mo
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Accounting Associate (CAAS - Healthcare Industry)
Minneapolis or Green Bay or Cedar Rapids or Madison or Milwaukee or Des Moines
$54k-$93k/yr OnsiteFull Time
Bachelor's degree required; accounting/financial experience preferred. Ability to process AP/AR/payroll, complete reconciliations, prepare financial statements, and handle client service tasks.
3mo
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Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
2+ YOEHigh School diploma; 2 years clerical/related industry experience; proficient with MS Office; ability to open and maintain client accounts; strong customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3w
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Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
2+ YOE2+ years customer success/account management experience, associate degree or equivalent, strong communication, client advocacy, account retention/expansion, presentation and Microsoft Office proficiency.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Investment Client Srvcs Analyst (New Accounts) - Hybrid
Franklin, Wisconsin, United States
$23-$35/hr HybridFull Time
4+ YOEAssociate degree or equivalent, 4+ years customer service experience, basic investment product and tax knowledge, strong communication, attention to detail, computer proficiency, and fingerprinting required.
5d
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Tax Associate
Hales Corners or Milwaukee
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block tax course or assessment, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2mo
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Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
2d
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
2mo
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Tax Senior Associate - Advocacy & Controversy
Milwaukee, Wisconsin, United States
$81k-$154k/yr HybridFull Time
3+ YOEEA required; 3–6+ years in tax compliance or advocacy; strong analytical, client-service, and project-management skills; proficient with MS Office.
Microsoft Office
2w
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Part Time (30 Hour) Associate Banker, Germantown Branch, Germantown, WI
Germantown, Wisconsin, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use bank technology, handle cash devices, high school diploma/GED, client service experience preferred.
Chase Mobile App, Chase.com, ATM
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