37 client accounting services associate jobs at 13 companies in Calimesa, CA
1w
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Client Service Associate - Family Office
Irvine, California, United States
$30-$36/hr OnsiteFull Time
3+ YOEBachelor’s degree required, preferably in business, finance, accounting, or management. Three years of operations, client service, investment, trust, accounting, or administrative experience preferred; strong Microsoft Office skills required.
CRM, DMS, Microsoft Excel, Microsoft Word
1mo
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Registered Client Service Associate
Irvine, California, United States
$55k-$73k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and Series 63 or 66 required, proficient in Microsoft Office, strong clerical, customer service and communication skills.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
5d
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Senior Client Service Account Associate
Irvine or Plano or Chicago
$71k-$107k/yr OnsiteFull Time
3+ YOERequires 3+ years of relevant industry or functional experience, Treasury Services product knowledge, strong communication, judgment, prioritization, client partnership, and risk evaluation skills.
Virtual Desktop Infrastructure (VDI), Blackberry, Good mobile suite
1mo
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Client Excellence Coordinator
La Verne, California, United States
$20-$35/hr OnsiteFull Time
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Microsoft Office, Tax software, CRM
3w
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Senior Associate - Wealth Management - EFO
New York City or San Francisco or Los Angeles or Irvine or Mountain View
$92k-$125k/yr HybridFull Time
2+ YOERequires a bachelor's degree and 2–4 years supporting wealth management clients or in tax and accounting. Strong financial planning, tax, communication, organization, and client service skills required.
Microsoft Excel, Microsoft Word, eMoney
2w
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Tax Associate
Temecula, California, United States
$16-$20/hr OnsiteSeasonal, Full Time
High school diploma/GED, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
4w
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Treasury Management Associate
Irvine, California, United States
$70k-$80k/yr OnsiteFull Time
3+ YOEHigh school diploma, 3+ years banking/treasury/cash management experience, strong client service and communication, Microsoft Office proficiency, working knowledge of banking regulations and operational procedures.
Microsoft Office
2mo
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Wealth Management Associate
Brea or United States
$70k-$110k/yr OnsiteFull Time
1+ YOEBachelor's degree required, Series 7 & 66 (or equivalent), 1+ year client relationship experience in financial services, CRM and Microsoft Office/Excel proficiency, knowledge of investments, trading, and financial planning.
Client Relationship Management (CRM) software, Microsoft Office Suite, Microsoft Excel, Financial planning software
3w
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Associate Financial Advisor
Irvine, California, United States
$75k-$91k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or financial services, sales, or relationship-building background; sales or client management experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
2mo
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Associate Account Managerr
San Juan Capistrano, California, United States
$70k-$80k/yr FieldFull Time
Associate’s or Bachelor’s in business or equivalent experience, 1 year supervisory experience in landscape or service industry, client relationship and sales skills, ability to travel and perform site walkthroughs, computer proficiency.
2d
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Tax Technician, Business Tax Services
Irvine or Los Angeles
OnsiteFull Time
1+ YOERequires at least one year of recent work experience, an associate or bachelor's degree, Microsoft Office proficiency, tax research tools experience, strong communication and organizational skills, and client interaction ability.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access
1mo
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
1w
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Relationship Manager Associate CRB
Irvine, California, United States
$87k-$139k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent, plus 2+ years of financial services and credit experience. Requires commercial credit, credit analysis, accounting, sales, communication, and client relationship skills.
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