21 client accounting services associate jobs at 13 companies in Centerville, UT
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Client Service Associate
Salt Lake City, Utah, United States
$58k-$70k/yr OnsiteFull Time
2+ YOE2+ years customer service experience, strong communication and judgment, basic finance knowledge (banking, credit cards, accounting); startup/financial services experience preferred.
6d
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Registered Client Associate
Salt Lake City, Utah, United States
OnsiteFull Time
2+ YOEBachelor's degree, 2+ years of general office and customer service experience, Series 7 and 66 registrations or willingness to obtain them, CRM and Microsoft Office 365 proficiency.
Client Relationship Management (CRM), Microsoft Office 365
3w
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Asset & Wealth Management – Salt Lake City – Senior Associate, Client Services - Operations - 10171556
Salt Lake City, Utah, United States
OnsiteFull Time
1+ YOEMaster's+1yr or Bachelor's+3yrs in business/finance/analytics; experience extracting investment data, financial analysis, reconciliation, ETL/automation, project delivery, and cross‑functional coordination.
Alteryx, Tableau, SQL, ETL, Microsoft Excel, Microsoft Outlook, Microsoft Office
2mo
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Client Delivery Specialist - Associate
Salt Lake City, Utah, United States
$75k-$85k/yr HybridFull Time
3+ YOE3+ years experience in finance or wealth management, Bachelor's degree required, strong customer service, knowledge of financial instruments, experience with RIA/wealth management and custodians, Excel and PowerPoint proficiency, familiarity with wealth platforms and basic programming/database concepts.
Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, eMoney, MoneyGuidePro, Microsoft Excel, Microsoft PowerPoint, Photoshop, HTML
1mo
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Wealth Service Associate - Salt Lake City
Salt Lake City, Utah, United States
OnsiteFull Time
High school diploma or equivalent, several years of account servicing/customer service in financial services preferred, college preferred, Series 7/66 (63/65) preferred, Salesforce Financial Services Cloud experience, strong client service and communication skills.
Salesforce Financial Services Cloud, Copilot
3w
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Wealth Service Associate - Salt Lake City
Salt Lake City, Utah, United States
OnsiteFull Time
High school diploma or equivalent; experience in account servicing, sales, or customer service in financial services; college degree preferred; Series 7/66 (63/65) preferred; proficiency with Salesforce Financial Services Cloud and office applications; strong client service and communication skills.
Salesforce Financial Services Cloud, Copilot
4d
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Associate Advisor
Holladay, Utah, United States
OnsiteFull Time
3+ YOEExperience in financial services with strong organization, communication, adaptability, and follow-through skills; ability to coordinate client workflows and review team output.
1w
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Tax Associate
Kearns, Utah, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, strong communication and problem-solving skills, and comfort with digital tools.
Copilot, ChatGPT
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
2mo
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Part Time (30 Hours) Associate Banker, Layton Branch, Layton, UT
Layton, Utah, United States
OnsitePart Time
Provide attentive client service, build relationships, assist with account servicing and openings, use digital banking tools, and follow bank policies; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
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.
1mo
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Associate Account Manager
Salt Lake City, Utah, United States
HybridFull Time
Provide consultative risk advice, manage client communications and documentation, support account growth; Microsoft Office proficiency; ability to travel and work outside normal hours; legally authorized to work in the U.S.
Microsoft Outlook, Microsoft Excel
3w
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Account Manager
South Jordan, Utah, United States
$57k-$80k/yr OnsiteFull Time
3+ YOE3+ years client service or industry experience; associates or BA/BS preferred; knowledge of benefits administration and Healthcare Reform; strong Excel/PowerPoint and communication skills; appropriately licensed or able to obtain licensing.
Microsoft Excel, Microsoft PowerPoint, NFP portal
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