5 client accounting services associate jobs at 4 companies in Cobleskill, NY
2w
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Registered Client Service Associate
Latham, New York, United States
$35k-$90k/yr OnsiteFull Time
Active Series 7 and Series 66, or Series 63 and Series 65; high school diploma or equivalent; strong financial services knowledge, client service, writing, organization, and Microsoft Office skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
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Registered Client Service Associate
Latham, New York, United States
$35k-$90k/yr OnsiteFull Time
Active Series 7 and applicable Series 66 or Series 63 and Series 65 licenses; two or more years of industry experience preferred, strong client service, organizational, computer, and financial product knowledge.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
3d
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Account Manager - Employee Benefits (Hybrid)
Albany, New York, United States
$65k-$75k/yr HybridFull Time
3+ YOEAssociate degree required and bachelor's preferred; 3+ years of client service or industry experience; benefits administration knowledge; strong Microsoft Excel and PowerPoint skills; licensing required or obtainable.
Microsoft Excel, Microsoft PowerPoint
2d
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Account Manager - Employee Benefits (Hybrid)
Albany, New York, United States
$65k-$75k/yr HybridFull Time
3+ YOEAssociate degree required and bachelor's preferred, with more than 3 years of client service or industry experience. Requires benefits knowledge, strong communication, presentation, decision-making, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint