16 client accounting services associate jobs at 9 companies in Cocoa Beach, FL
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Client Service Associate
Melbourne, Florida, United States
$50k-$65k/yr OnsiteFull Time
Client service experience in financial services, strong communication, critical thinking, attention to detail, confidentiality, ability to coordinate meetings, prepare account paperwork, research and resolve account issues; bachelor’s degree and 2 years relevant experience preferred.
3mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
1mo
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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
1+ YOEProvide client service and operational support to Financial Advisors; client-centric, detail-oriented, able to learn technology platforms; high school diploma/GED; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced industry knowledge; strong client service, communication, and technology skills; ability to learn new platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment product knowledge, strong client service skills, proficiency with Microsoft Office and Salesforce, and high school diploma/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
1+ YOEHolds FINRA SIE and Series 7 and Series 66 (63/65 accepted), high school diploma/GED, ~1 year relevant experience, strong client service skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Client Service Associate (Melbourne, FL)
Melbourne, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma required; 1+ year securities industry or related experience preferred. Requires SIE and Series 7; Series 63/65/66 as state-required. Proficiency with CRM, Microsoft Excel, goal planning and managed account platforms; strong communication and multitasking skills.
Client Relationship Management (CRM), Microsoft Excel, Goal planning software, Managed account platforms
1mo
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Senior Registered Client Service Associate- Vero Beach, FL
Vero Beach, Florida, United States
OnsiteFull Time
5+ YOEFive years financial services experience, high school diploma, FINRA registrations (SIE, Series 7, Series 63/65/66) required; strong communication, CRM and Excel skills.
Client Relationship Management (CRM), Microsoft Excel
6d
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Associate Client Solutions Manager (94512)
Orlando, Florida, United States
HybridFull Time
0.5+ YOERequires 6+ months of sales, account management, or project management experience, strong customer service and organizational skills, ability to manage multiple events, and Microsoft software knowledge.
Microsoft software
1mo
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Tax Senior Associate
Orlando, Florida, United States
OnsiteFull Time
2+ YOE2+ years tax experience in public accounting or industry, CPA preferred, strong client service and communication, team orientation, and commitment to continuous learning.
2w
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Tax Associate
Edgewater or Palm Bay
OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Copilot, ChatGPT
2w
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Tax Associate
Vero Beach or Port Saint Lucie
OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, hold a high school diploma or equivalent, and demonstrate client service, communication, problem-solving, and digital tool skills.
Copilot, ChatGPT
2w
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Tax Associate
Orlando, Florida, United States
OnsiteFull Time, Seasonal
No prior tax experience required; must complete the H&R Block Income Tax Course, have client service experience, communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
2d
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Associate Wealth Advisor, Schwab Wealth Advisory
Orlando or Atlanta
$38-$53/hr OnsiteFull Time
Requires active FINRA Series 7 and Series 66, investment product and market knowledge, and regulatory and client-facing fundamentals. Financial services relationship experience and a bachelor's degree or equivalent are preferred.
3w
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Merchant Services Account Executive - Business Banking
Orlando, Florida, United States
FieldFull Time
Associate degree preferred; less than one year of professional experience and/or formal development program. Sales, prospecting, client relationship, negotiation, and merchant services knowledge preferred.
1mo
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Merrill Advisor Development Program - Financial Advisor: CENTRAL FLORIDA & ASSOCIATES Market
Orlando or Winter Park
OnsiteFull Time
1+ YOESeries 7 and 66 (63/65 accepted), 1+ year financial services or sales experience, ability to source clients, strong communication and analytical skills, proficiency in Microsoft Office and Salesforce, SAFE Act registration required for mortgage origination.
Salesforce, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
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