3 client accounting services associate jobs at 2 companies in Clifton Forge, VA
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Client Service Associate
Roanoke, Virginia, United States
$35k-$90k/yrOnsiteFull Time
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
Provide client support, process requests, onboard accounts, authenticate clients, and support financial advisors; strong computer, interpersonal, and organizational skills; high school diploma required, college preferred; willingness to obtain Series licenses.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage tax obligations and build financial confidence.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.