12 client accounting services associate jobs at 5 companies in Calhoun, GA
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Senior Registered Client Service Associate-Chattanooga, TN
Chattanooga, Tennessee, United States
OnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
5+ YOEHigh school diploma and ~5 years financial services experience; SIE and Series 7 required, Series 63/65/66 as state-required; strong communication, Excel and CRM skills; ability to manage client onboarding, account maintenance, and trading support.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
High school diploma required; 0-3 months general experience (1+ year in securities preferred). Skills: CRM, Microsoft Excel, client communication, transaction processing, account opening, and strong organizational ability.
Client Relationship Management (CRM), Microsoft Excel
Red Oak Inventory Finance: Provider of commercial floor plan inventory financing services.
Provide high-level customer service to dealer clients, manage collections outreach, coordinate inventory inspections, maintain documentation, and use Excel and Microsoft Office; Associates degree completed preferred.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED.
H&R Block: A tax preparation and financial services helping clients manage their tax obligations.
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 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 services providing tax preparation and financial products 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 and communities build confidence.
Requires high school diploma/GED, customer or client service experience, 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 and communities build confidence.
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.
Part Time (20 Hours) Associate Banker, Northshore Branch, Chattanooga, TN
Chattanooga, Tennessee, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and maintain accounts, handle cash devices, and use digital banking tools. High school diploma/GED and client service experience required.
Part Time (30 Hours) Associate Banker, Roswell Corners Branch, Roswell, GA
Roswell, Georgia, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, handle cash, use branch technology (tablet, mobile app), and learn banking products; high school diploma/GED required.
InsperityNew York Stock Exchange: NSP: Provides human resources and business performance solutions to businesses.
1+ YOEHigh school diploma or equivalent and 1+ year of relevant experience required; bachelor's degree in a related field preferred. Strong accuracy, communication, payroll processing, and client service skills required.