5 client accounting services associate jobs at 4 companies in Commerce, GA
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Athens, Georgia, United States
OnsiteFull Time
Provide client service support to financial advisors, deliver accurate client materials, learn investment products and platforms, and maintain client relationships; SIE/Series credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Athens, Georgia, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure timely accurate client materials, promote banking solutions, and support operational excellence; 1+ years experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Tax Associate
Flowery Branch, Georgia, United States
OnsiteSeasonal, Part Time
High school diploma or equivalent, completed H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
1mo
Save
Mark Applied
Hide
Part Time (20 Hours) Associate Banker, Trammel and Hwy 20 Branch, Cumming, GA
Cumming, Georgia, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use banking technology, handle cash devices, and learn products and procedures; high school diploma or GED required.
Chase Mobile App, Chase.com, ATM