35 client accounting services associate jobs at 14 companies in Caledonia, WI
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Client Associate
Northbrook, Illinois, United States
$65k-$85k/yr OnsiteFull Time
5+ YOEIdeally 5+ years client service experience in finance, bachelor's degree preferred, strong communication and analytical skills, team player, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
1mo
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Financial Advisory - Client Service Associate
Lincolnshire, Illinois, United States
OnsiteFull Time
Bachelor's degree preferred, strong organizational and communication skills, Microsoft Office proficiency, experience in financial services or client service is a plus, knowledge of SEC/FINRA compliance.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
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
1w
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Client Advisory Services (CAS) Senior Associate/ Senior Staff Accountant
Lincolnshire or Chicago or Miami or Philippines
$80k-$100k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA eligibility, and at least 3 years of accounting experience including 1 year at senior associate level. Requires strong analytical, communication, project management, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel
1mo
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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
4w
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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.
1mo
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Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
2w
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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
3mo
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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.
1w
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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
3mo
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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
3w
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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
2mo
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Senior Fund Accountant (Fund Administration)
Minneapolis or Orlando or Salt Lake City or Milwaukee or Sacramento or Atlanta or Dallas or King of Prussia
$65k-$113k/yr OnsiteFull Time
2+ YOEMinimum 2 years relevant accounting/financial experience, Bachelor's degree required (or equivalent experience). Experience with month-end close, account reconciliations, financial statements, AP/AR, client service, and supervising associates.
5d
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Account Manager II, Commercial Insurance -Hybrid/Green Bay or Milwaukee, WI
Green Bay or Milwaukee
$65k-$85k/yr HybridFull Time
2+ YOERequires 2+ years of insurance experience, high school diploma or equivalent, and strong client service skills. Property and casualty broker's license is preferred or obtainable within 120 days; associate degree preferred.
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