28 client accounting services associate jobs at 9 companies in Cocoa, 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.
2mo
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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
1mo
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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
1mo
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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
2mo
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Brokerage Registered Client Service Associate - Winter Park, FL
Winter Park, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent, experience in securities industry or sales assistant role, knowledge of securities markets and annuities, FINRA SIE/Series 7/Series 66 (at least one required or obtainable), strong telephone and computer skills.
SalesForce, Microsoft Office
3w
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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.
4d
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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
4d
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Tax Associate
Kissimmee, Florida, United States
OnsiteSeasonal, Full Time
High school diploma/GED, 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.
Copilot, ChatGPT
2mo
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Senior Fund Accountant (Fund Administration)
Minneapolis or Orlando or Salt Lake City or Milwaukee or Sacramento or Atlanta or Dallas or King of Prussia
$65k-$113k/yr OnsiteFull Time
2+ YOEMinimum 2 years relevant accounting/financial experience, Bachelor's degree required (or equivalent experience). Experience with month-end close, account reconciliations, financial statements, AP/AR, client service, and supervising associates.
1w
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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.
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