29 client accounting services associate jobs at 13 companies in Capitola, CA
3w
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Registered Client Service Associate
Palo Alto, California, United States
$35k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; execute money movements, onboard accounts, and assist clients with digital tools. Series licenses preferred; strong Microsoft Office skills and client communication required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
3w
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Client Service, Associate
Los Altos, California, United States
$85k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree required, Series 65 (or obtain within 6 months), 2+ years client service experience in financial services, strong attention to detail, communication, and discretion.
1mo
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Senior Client Service Associate
Campbell, California, United States
$75k-$85k/yr OnsiteFull Time
2+ YOEBachelor's degree preferred,2+ years working with high-net-worth clients (RIA/broker-dealer experience preferred),strong communication,organizational and analytical skills,proficient in Microsoft Office and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Office 365, CRM
2w
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent experience; 2–5 years of relevant experience; Series 7/63 or 7/66 license, or willingness to obtain within 150 days; client-facing, analytical, organizational, and communication skills.
1mo
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
1mo
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
2+ YOE2+ years relevant experience, bachelor's degree or equivalent, Series 7 and Series 63 or 66 (or willing to obtain within 150 days), client-facing, knowledge of investments/banking/credit, strong communication and analytical skills.
3d
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Registered Client Service Associate
San Jose, California, United States
$67k-$92k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent and 3–5 years of relevant experience. Requires or permits obtaining Series 7, S63/S66, S65/S66, and life, accident, health, and variable contracts licenses.
1mo
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Private Wealth Management Client Service Associate
Menlo Park, California, United States
$35k-$90k/yr OnsiteFull Time
2+ YOESupport financial advisors, cultivate client relationships, process client requests, onboard accounts; willingness to obtain Series 7 and Series 66/63+65; 2+ years industry experience preferred; HS diploma; strong Microsoft Office skills.
Microsoft Office
2d
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Tax Experienced Associate - Private Wealth/Private Client Services
Santa Clara or San Francisco or Rancho Cordova or Walnut Creek or San Jose or Sacramento or United States or New York City or London or Los Angeles or Chicago or Boston
$83k-$109k/yr OnsiteFull Time
1+ YOEFour-year degree, eligibility for CPA, law license, or enrolled agent credential, and one year of tax compliance and consulting experience. Requires Microsoft Suite skills and strong analytical, communication, and collaboration abilities.
Microsoft Suite
1w
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Tax Associate
San Jose, California, United States
$18-$24/hr OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
1d
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Treasury Management Associate
San Jose, California, United States
$24-$33/hr OnsiteFull Time
2+ YOEBachelor's degree preferred or equivalent experience; 2+ years in treasury management, banking, client service, or related work; advanced bank product knowledge, client training, sales, analytical, and Microsoft Office skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Internet
1w
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Financial Advisor Associate
Pleasanton, California, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organizational, problem-solving, and client-service skills; U.S. work authorization required.
Financial Planning Specialist (FPS)
3mo
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Senior Associate, Indirect Tax
San Francisco or Santa Clara or Seattle
OnsiteFull Time
3+ YOE3+ years sales and transactions tax experience, bachelor's degree (or advanced tax degree), strong multi-state tax and refund claim knowledge, client service and research skills.
2w
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Hiring Event - Part Time (30 Hours) Associate Banker North San Jose Bilingual English and Spanish Preferred
San Jose, California, United States
$25-$30/hr OnsitePart Time
Provide attentive client service, open and service accounts, handle cash and transactions, learn products, and use digital banking tools; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
1mo
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Associate Wealth Advisor, Schwab Wealth Advisory
Campbell, California, United States
$46-$63/hr OnsiteFull Time
Active FINRA Series 7; ability to obtain Series 66 within 120 days; understands investment products and regulations; strong client service, prioritization, proactivity, coachability, and adaptability.
3w
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Sales Executive, Associate Director - Technology (Bay Area)
San Francisco or San Jose
$277k-$318k/yr HybridFull Time
10+ YOE10+ years sales/business development in professional services selling complex technology and managed services to C-level; strong client management, account planning, and industry knowledge (technology/AI).
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