62 client accounting services associate jobs at 22 companies in Brookhaven, NY
1mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
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
5d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY
Huntington, New York, United States
$29-$40/hr OnsiteFull Time
Requires Series 7 (or obtain within 120 days), Series 66 (63/65) and Life & Health insurance to be obtained within 120 days; SIE if registered after Oct 1, 2018. Client service, account operations, KYC, compliance, and reporting skills.
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
Sales Executive, Financial Services - Associate Director, New York - BCM (New York, NY, US, 10001-8604)
New York or Jericho or Stamford or Hoboken or Iselin
$266k-$306k/yr HybridFull Time
10+ YOE10-12+ years in business development/sales in professional services; strong Financial Services knowledge; proven record selling complex digital/tech/manged services; global account experience; strong client management and networking; Bachelor's degree or equivalent.
Sales tools, CRM, Social media
2w
Save
Mark Applied
Hide
Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate
New York City or Melville or Miami or United States or Florham Park
$77k-$214k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years of experience, and eligibility to sit for the CPA exam in the intended state. Requires tax compliance, financial analysis, tax research, document preparation, and client relationship skills.
H-1B
2w
Save
Mark Applied
Hide
Tax Associate
Forest Hills or Jamaica
$18-$24/hr 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 or equivalent required.
Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
East Haven, Connecticut, United States
OnsiteFull Time, Seasonal
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.
Microsoft Copilot, ChatGPT
Explore Jobs