56 client accounting services associate jobs at 27 companies in Chamblee, GA
2mo
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Senior Associate, Client Relationship Management & Accounting
Atlanta, Georgia, United States
HybridFull Time
4+ YOEBachelor's in Accounting/Finance, 4+ years in family office/private wealth/public accounting/financial services, experience with multi-entity structures, reconciliations, cash management, Sage Intacct and strong Excel and client communication skills.
Sage Intacct, Microsoft Excel
2mo
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Associate, Client Accounting Services Onboarding
Atlanta, Georgia, United States
HybridFull Time
3+ YOE3–5 years of experience with modern accounting systems; strong accounting knowledge; Bachelor’s in Accounting; Excel proficiency; client-facing; able to learn new tools quickly.
QuickBooks Online, Xero, NetSuite, A2X, Cin7, Ramp, Maxio, Rho, Sums, Bitwave, Reach Reporting, Microsoft Excel, Wrike, Intuit Enterprise Suite
3w
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Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOE3+ years client service experience in financial services preferred; BA/BS degree; Series 7 & 66 strongly preferred or willing to obtain; strong client service, communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office, eMoney, Concur
2mo
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Private Wealth Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors including account onboarding, wire transfers, journal entries, householding, and client advocacy; strong client focus and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, WebEx Softphone
3w
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Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOE3-5 years client service experience in financial services preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS; strong Excel and PowerPoint skills; experience with eMoney and Concur a plus.
Microsoft Excel, Microsoft PowerPoint, eMoney, Concur
1mo
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Registered Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
5+ YOESeries 7 and 66 licenses preferred, ~5 years client service experience in finance ideal, bachelor\u0002s degree preferred, proficient in Microsoft Office Suite, excellent communication and attention to detail.
Microsoft Office Suite
1mo
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Private Wealth Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
High school diploma/GED required; client-centric, self-motivated, detail oriented; ability to learn new platforms; experience with complex account openings, wires, journals, and client service preferred; SIE/Series licenses desirable.
Salesforce, WebEx Softphone, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
6d
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Registered Client Service Associate
Atlanta, Georgia, United States
OnsiteFull Time
Active Series 7 and applicable Series 63, 65, or 66 licenses; high school diploma or equivalent; strong financial services knowledge, client service, communication, organization, and Microsoft Office skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
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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)
2w
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Client Experience Associate - C13 - ATLANTA
Atlanta, Georgia, United States
$107k-$161k/yr OnsiteFull Time
6+ YOE6+ years experience in wealth management or financial services preferred. FINRA SIE, Series 7 and Series 66 (or 63 & 65) required/obtainable within 150 days. Bachelor's degree or equivalent experience. Strong communication and relationship skills.
Microsoft 365, InView
3w
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Federal Tax Services Associate - (Fall 2027 or Winter 2028)
Atlanta, Georgia, United States
$70k-$84k/yr OnsiteFull Time
B.A./B.S. in accounting required, 3.0 GPA preferred; travel to client sites; proficiency in Microsoft Excel; working toward CPA preferred; strong communication and teamwork skills.
Microsoft Excel
3w
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Business Advisory Services Associate
Atlanta, Georgia, United States
OnsiteFull Time
0+ YOEBachelor's degree in MIS, IT, Business, Accounting or related; 0-1 years public accounting experience; aptitude for technical work, project management, client travel, and leadership; CISA development opportunities.
2mo
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Senior Associate, Transaction Advisory Services
Atlanta, Georgia, United States
OnsiteFull Time
2+ YOEMeets CPA exam eligibility or CPA preferred, minimum 2 years public accounting experience in Quality of Earnings/Transaction Advisory, strong Excel/PowerPoint skills, excellent communication, decision-making, ability to work extra hours and travel to client sites.
Microsoft Excel, Microsoft PowerPoint
3w
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Client Services Account Coordinator
Alpharetta, Georgia, United States
$45k/yr OnsiteFull Time
Provide high-level customer service to dealer clients, manage collections outreach, coordinate inventory inspections, maintain documentation, and use Excel and Microsoft Office; Associates degree completed preferred.
Microsoft Excel, Microsoft Office
2w
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Client Resource Coordinator
Roswell, Georgia, United States
$23-$31/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2+ years service-industry experience managing service operations or scheduling, strong organization, communication, prioritization and interpersonal skills; associates degree and basic accounting preferred.
NxGen
2d
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Tax Associate
Hampton or Douglasville
OnsiteSeasonal, Full Time
Requires H&R Block tax course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED. Accounting or finance degree preferred.
Microsoft Copilot, ChatGPT
1w
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Private Wealth Associate
Atlanta, Georgia, United States
OnsiteFull Time
Bachelor's degree required; strong analytical and communication skills; client service orientation; proficiency in Microsoft Word and Microsoft Excel; 1-2 years client service experience preferred.
Microsoft Word, Microsoft Excel
2d
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Tax Associate
Morrow or Douglasville
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
1mo
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Sr Investment Associate
Atlanta, Georgia, United States
OnsiteFull Time
1+ YOE1+ years in financial services (1-3 years typical), knowledge of investment products, strong analytical and communication skills, experience preparing client materials, familiarity with compliance processes and GDWM.
EDS, PIMS, IMS, PAS, REV, DTC, Goals Driven Wealth Management (GDWM)
14h
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Financial Advisor Associate
Atlanta, Georgia, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent required; college degree preferred. Requires 10+ years in financial services, Microsoft Office proficiency, banking product knowledge, regulatory knowledge, communication, analytical, and client service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Nationwide Mortgage Licensing System (NMLS)
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