33 client accounting services associate jobs at 13 companies in Centreville, MD
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
1mo
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Private Client Services Tax Senior Associate
Columbia or Tysons Corner
$83k-$95k/yr HybridFull Time
3+ YOEBachelor's in accounting required, 3+ years tax experience, working toward or licensed CPA preferred; MS Tax a plus; strong technical tax, analytical, client service, and leadership skills.
1mo
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Brokerage Registered Client Service Associate - Baltimore, Maryland
Baltimore, Maryland, United States
$60k-$75k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; securities industry experience; FINRA SIE, Series 7 and Series 66 licenses; strong telephone, time-management, and Microsoft Office skills; experience with brokerage operations and client servicing.
SalesForce, Microsoft Office
1mo
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Private Client Associate - Hunt Valley, MD
Hunt Valley, Maryland, United States
$60k-$80k/yr OnsiteFull Time
High school diploma; customer service and office skills; Series 7/63 and 65 or 66 preferred or able to obtain within 12 months; proficiency in Microsoft Word, Excel, PowerPoint, Outlook; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3d
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Associate, Banking Services, SSBO
Baltimore, Maryland, United States
$64k-$108k/yr OnsiteFull Time
4+ YOERequires banking, payment, deposit, transaction processing, cash management, or client servicing experience; operational risk and compliance knowledge; independent judgment; issue investigation; and ability to manage priorities.
5d
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IB Associate - Diversified Industrials & Services
New York City or Baltimore
$175k-$225k/yr OnsiteFull Time
3+ YOEBachelor's degree in finance or related field and 3–5 years of post-undergraduate investment banking or related experience. Requires strong financial modeling, analytical, client management, and transaction skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Success & Sales Operation Specialist
Easton, Maryland, United States
$50k-$60k/yr OnsiteFull Time
2+ YOEAssociate's or Bachelor's (or equivalent experience),2+ years customer service/inside sales or account support in regulated labs,proficiency with CRM,LIMS/ERP,Microsoft Office,strong written/verbal communication and attention to detail,authorization to work in US.
CRM, LIMS, ERP, Microsoft Office, Microsoft SharePoint
2w
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Tax Associate
Temple Hills, Maryland, United States
$17-$21/hr OnsiteFull Time, Seasonal
Requires high school diploma or equivalent, H&R Block tax course completion, client service experience, communication and problem-solving skills, and comfort with digital tools including AI tools.
Microsoft 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
2mo
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Housing Services Program Assistant
Baltimore, Maryland, United States
$18-$21/hr OnsiteFull Time
Associate's degree required, valid Maryland driver\u0002s license and personal vehicle required, bookkeeping/accounting experience, QuickBooks and automated system proficiency, strong communication, confidentiality, and client engagement skills.
QuickBooks, E-Verify
3w
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Account Verification Specialist
Annapolis, Maryland, United States
$19-$22/hr RemoteFull Time
Complete client enrollment and verification; strong attention to detail, verbal/written communication, organized, able to manage multiple tasks; associate degree preferred.
Google Suite, Gmail, Sheets, Docs, Slides
2mo
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Account Manager, Captives
Maryland or Sparks
$52k-$66k/yr HybridFull Time
3+ YOE3+ years captive or commercial P&C insurance experience, Associate's degree or equivalent, active or obtainable P&C license within 90 days, CRM and Microsoft Office proficiency, strong client service and analytical skills.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams
3mo
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Account Coordinator - Employee Benefits
Hanover, Maryland, United States
$40k-$77k/yr OnsiteFull Time
1+ YOEHigh School diploma/equivalent plus 1 year directly applicable experience; Proficiency in Microsoft Office; Strong written and verbal communication; Preferred: Associate's degree or professional certification; previous client relationship experience; exceptional organizational skills.
Microsoft Office
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