3w
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Associate, Client Accounting
Beverly Hills or Los Angeles
$71k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred; 3+ years accounting experience; proficiency in Excel, Outlook, and NetSuite; strong communication, organization, and customer-service skills; understanding of accrual accounting and revenue recognition.
Microsoft Excel, Microsoft Outlook, NetSuite
1mo
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Associate, Client Accounting Services - Family Office
Frisco or Dallas or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$60k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree required, 1+ year progressive accounting/bookkeeping experience, CPA eligible preferred, proficient with Microsoft Office, QuickBooks preferred, familiar with GAAP, strong client service and project management skills.
Microsoft Office, QuickBooks
1mo
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Client Associate/Registered Client Associate
Beverly Hills, California, United States
$50k-$77k/yr OnsiteFull Time
Bachelor’s degree or job-related experience; Series 7 and 66 (or 63/65) licenses; strong communication and client service skills; detail-oriented.
Microsoft Office, Desktop tools, Data entry systems
2w
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Private Client Services Manager
Santa Ana, California, United States
$70k-$74k/yr OnsiteFull Time
5+ YOE5+ years new-accounts and banking experience, high school diploma required (associate preferred), extensive treasury management knowledge, proficiency with branch systems, Microsoft Word and Excel, strong regulatory and risk control knowledge.
Microsoft Word, Microsoft Excel, SmartStreet, Remote Deposit Capture (RDC)
3d
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Registered Client Service Associate
Pasadena, California, United States
$35k-$90k/yr OnsiteFull Time
High school diploma or equivalent required (college preferred). Active Series 7 and Series 66 or Series 63+65 required. Advanced Microsoft Office skills, industry product knowledge, strong client service and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Service Associate, Account Processing
Los Angeles, California, United States
$55k-$75k/yr OnsiteTemporary
3+ YOEAssociate's degree required; Bachelor's degree preferred; min 3 years in financial services/brokerage; proficient in BETA and FIS; Excel; strong communication; multi-task in fast-paced environment.
BETA, FIS, Microsoft Excel
1w
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Client Service Associate
Brea, California, United States
$60k-$85k/yr OnsiteFull Time
1+ YOE1+ year financial services experience, CRM and Microsoft Office proficiency, knowledge of basic investment concepts, strong communication, administrative and account processing skills.
Client Relationship Management (CRM) software, Microsoft Office
2mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEOpen and maintain client accounts, provide customer service, and support financial advisors; 2 years investment industry exp; Series 7 and 63/66; High School diploma.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
2w
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Associate, Investor Services
Los Angeles, California, United States
$115k-$135k/yr OnsiteFull Time
3+ YOEBachelor's degree, minimum 3 years' relevant experience (investment/wealth management, consulting, or financial services preferred). Strong attention to detail, client service orientation, ability to manage multiple priorities, and proficiency with Microsoft Excel and PowerPoint. Salesforce/Intralinks experience a plus.
Salesforce, Intralinks, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio
2w
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Senior Associate – Private Client Services
Los Angeles, California, United States
$99k-$124k/yr OnsiteFull Time
2+ YOE2+ years relevant tax experience; Bachelor’s and/or advanced degree (MAcc, MST, JD); CPA or JD desired; minimum 3.0 GPA preferred; proficient with technology; ability to work in fast-paced environments.
2mo
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Houston or Los Angeles
$76k-$150k/yr OnsiteFull Time
2+ YOEBachelor's degree in Accounting; CPA or eligibility to sit for CPA preferred; 2+ years public accounting or corporate/public blend; ASC 740 experience; consolidated C-Corp with multi-state/multi-national experience preferred; OTP/OneSource Tax Provision experience; strong writing/communication; client relationship skills.
OneSource Tax Provision, OTP
2mo
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Collections/Client Relations Coordinator
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
1d
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Client Excellence Coordinator
La Verne, California, United States
$20-$35/hr OnsiteFull Time
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Microsoft Office, Tax software, CRM
4d
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Senior Associate - Investor Services (Remote, US West Coast)
Los Angeles, California, United States
$70k-$100k/yr RemoteFull Time
4+ YOE4+ years in investor services/private equity/accounting, strong analytical and client-service skills, Bachelor's degree, advanced Microsoft Outlook/Excel/Word proficiency, able to manage high-volume, deadline-driven work.
Microsoft Outlook, Microsoft Excel, Microsoft Word, PowerU, MyCampus
1w
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Associate, Global Client Group (Enterprise)
Santa Monica, California, United States
$81k-$118k/yr HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree required, 2+ years financial services experience, strong analytical and quantitative skills, Excel and Access proficiency, SIE/Series 7/63/66 licenses required within 12 weeks, strong communication skills.
Microsoft Excel, Microsoft Access
1mo
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J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA
La Habra, California, United States
$27-$37/hr OnsiteFull Time
Support advisors with account opening, money movement, trades, risk/compliance procedures; must obtain/hold Series 7, Series 66, Life & Health insurance and, if applicable, SIE; strong client relationship and operational skills.
1mo
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Tax Associate (Los Angeles, CA)
Los Angeles, California, United States
$70k-$95k/yr HybridFull Time
1+ YOEPrepare income tax returns for high-net-worth clients; 1-3+ years public accounting; Bachelor's in Accounting; CPA or EA a plus; strong client service and communication.
CCH Axcess, CCH Axcess Tax, Workflow, Practice
2mo
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Senior Tax Associate, El Segundo, CA
El Segundo, California, United States
$59k-$108k/yr HybridFull Time
3+ YOEBachelor’s in Accounting; 3+ years tax experience; strong MS Office; tax software familiarity; client service oriented; multitask capable.
Microsoft Office, Tax Software
1w
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Associate Relationship Manager, Banking Services (Remote)
Santa Ana or Washington
$85k-$113k/yr RemoteFull Time
3+ YOEBachelor's degree or equivalent, minimum 3 years related experience in banking/financial services, strong client service and communication skills, knowledge of deposit accounts, treasury management, onboarding, and account maintenance.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Wealth Strategy Associate
Pasadena, California, United States
$65k-$85k/yr OnsiteFull Time
2+ YOE2+ years experience in client service within finance preferred; strong communication and analytical skills; Series 7 and 66 licenses (for registered CSAs) preferred; bachelor’s or master’s degree preferred.
BrassRing, HackerRank, Modern Hire, Beamery, Textkernel
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