22 client accounting services associate jobs at 11 companies in Carmel, IN
1mo
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Client Service Associate
Indianapolis, Indiana, United States
OnsiteFull Time
Artistry Wealth: Artistry Wealth provides holistic financial planning and investment management.
Experience in financial services, proficiency with Microsoft Office (Outlook, Excel, Word), strong attention to detail, ability to work independently and in a team; high school diploma or equivalent required.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Office
3mo
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Client Service Associate - Wealth Management
Carmel, Indiana, United States
HybridFull Time
3+ YOE3-5+ years in wealth management or financial services; undergraduate degree preferred; experience with custodians, Redtail CRM, Docusign; strong MS Office; knowledge of investment accounts; ability to manage multiple priorities; compliance with internal policies; start by 8:30 AM.
Redtail CRM, Docusign, Microsoft Office (Word, Excel, PowerPoint), Orion
1w
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Registered Client Service Associate
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of investment industry experience, Series 7 and Series 63 or 66, and proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Senior Associate, Business Tax Services
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEMinimum 2 years corporate tax experience; knowledge of corporate taxation, consolidations, partnerships and ASC 740; strong advisory, communication and client-management skills; bachelor's degree or equivalent.
3mo
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Audit Senior Associate - Financial Services
Columbus or Chicago or Cleveland or Oak Brook Terrace or Grand Rapids or South Bend or Indianapolis
$71k-$140k/yr HybridFull Time
2+ YOE2+ years external audit experience; financial services focus; CPA certification in home state preferred; strong leadership and client-facing skills; willing to travel
Audit software
1mo
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Tax Senior Associate - Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
3+ YOECPA or working toward CPA, minimum 3 years public accounting experience, Bachelor’s degree in accounting, strong communication, organization, and client service skills.
2w
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Tax Associate
Muncie, Indiana, United States
OnsiteFull Time, Seasonal
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.
Copilot, ChatGPT
2w
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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
1mo
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Full Time (40 Hours) Associate Banker, Tillotson Square Branch, Muncie, IN
Muncie, Indiana, United States
OnsiteFull Time
Provide attentive branch client service, open and service accounts, handle cash transactions, use digital banking tools, high school diploma or GED, client service experience required.
Chase Mobile App, Chase.com
2mo
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Key Private Bank Team Lead Associate
South Bend or Indianapolis or Toledo
$69k-$105k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, strong client service and organizational skills, knowledge of financial products, credit/fiduciary acumen, Microsoft Office proficiency, BSA/AML understanding, discretion with sensitive information.
Wealth Direction, KeyPad, Salesforce, Microsoft Office
2w
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Construction Site Office Associate
Lebanon, Indiana, United States
$20-$25/hr OnsiteFull Time
1+ YOEHigh school diploma and 1+ year of high-volume recruiting, account management, on-premise client support, or customer service experience; construction project administration preferred.
Connected
1mo
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Account Manager - Valet Operations - Hilton Signia Hotel Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEManage account financials, client relations, staffing, scheduling, safety, and service metrics; associate hiring, training, and performance management; valid driver\u0002s license and clean driving record required.
Microsoft Excel, Microsoft Word, Outlook, Point-of-sale
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