36 client accounting services associate jobs at 12 companies in Concord, NC
3w
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Associate Director, Client Services - Account Management
Charlotte or Denver or New York
$136k-$205k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years PBM/health plan or benefits consulting experience, Excel and Microsoft Office proficiency, experience with structured/unstructured data, strong communication and multitasking skills, ability to travel up to 25%.
Microsoft Office, Microsoft Excel, SQL
2mo
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Registered Private Wealth Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
Must hold FINRA SIE, Series 7 and Series 66 (63/65 accepted), demonstrate advanced industry knowledge, strong client-service skills, and comfort with technology; High School minimum; Bachelor’s preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Registered Client Service Associate-Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients across channels, onboard and maintain client accounts, process transfers, prepare reports; SIE and Series exams required; HS diploma and ~1 year industry experience preferred.
Client Relationship Management (CRM), Microsoft Excel
1mo
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Registered Private Wealth Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (63 or 65 accepted), industry knowledge of investment products, client service experience, strong communication, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Senior Audit Associate (Client Service)
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEBachelor's in accounting or related field, 2+ years public accounting audit experience, CPA preferred/eligible, financial institution audit preferred, proficiency with Microsoft Office, Engagement, and Knowledge Coach.
Microsoft Office, Engagement, Knowledge Coach
1w
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Associate Analyst Client Compensation
Fort Mill or Tempe or Charlotte
$21-$35/hr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years in financial services operations, advanced Microsoft Excel skills, strong communication, organizational, critical-thinking, and process-improvement abilities.
Microsoft Office, Microsoft Excel, Oracle, BETA, Tumbleweed, Salesforce, Lean, Agile, Six Sigma
1w
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Associate Analyst Client Compensation
Fort Mill or Tempe
$21-$35/hr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years in financial services operations. Advanced Excel skills with formulas, macros, and PivotTables; strong communication, organization, critical thinking, and process improvement skills.
Microsoft Office, Microsoft Excel, Oracle, BETA, Tumbleweed, Salesforce, Lean, Agile, Six Sigma
3w
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Wealth Management Tax Services Senior Associate
Pittsburgh or Charlotte or Philadelphia or Phoenix or New York City
$77k-$214k/yr OnsiteFull Time
2+ YOEBachelor's degree, at least 2 years' experience, eligible to sit for CPA exam in intended state, experience in tax compliance, financial analysis, tax document drafting, and client advisory.
1mo
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Investment Banking Associate II - Environmental Services
Dallas or Chicago or Cleveland or New York City or Charlotte
$82k-$173k/yr OnsiteFull Time
5+ YOEBachelor's in finance-related field, 5+ years investment banking M&A experience (environmental services preferred), SIE/Series 79/63 (or ability to obtain), Excel/PowerPoint proficiency, strong client and leadership skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ
3w
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Associate, Global Client Group (Independent Advisor Group)
Charlotte, North Carolina, United States
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree, 2+ years financial services experience, strong analytical and communication skills, Excel and Access proficiency, and SIE/Series 7/63/66 licenses to be obtained within 12 weeks.
Microsoft Excel, Microsoft Access
1mo
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Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
High school diploma required (college preferred), strong Microsoft Office skills, client service and detail orientation, ability to prioritize, willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1w
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Tax Associate
Matthews, North Carolina, United States
OnsiteFull Time, Seasonal
Requires tax course completion, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma or equivalent; no prior tax experience required.
Microsoft Copilot, ChatGPT
1w
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Tax Associate
Charlotte or Winston-Salem
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, high school diploma/GED, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
6d
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Wealth Management Associate
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOERequires 5+ years of relevant work experience, active Series 7 and Series 66 or Series 63 and Series 65 licenses, and strong financial services, client service, organizational, communication, and leadership skills.
Microsoft Excel, MS Office, Microsoft Online
2w
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Corp Trust Financial Mgmt Analyst 3
Charlotte, North Carolina, United States
$60k-$71k/yr HybridFull Time
2+ YOEAssociate's degree, technical education, or equivalent experience; 2–3 years of related experience; investment, accounting, analytical, mathematical, client service, and Microsoft Excel skills preferred.
Microsoft Excel, Trust Accounting, Bond Accounting
6d
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U.S. Private Bank - Private Banker - Associate
Charlotte, North Carolina, United States
OnsiteFull Time
6+ YOESix-plus years in private banking or financial services, bachelor's degree, Series 7, Series 66, and insurance licenses. Requires sales success, financial expertise, client focus, and strong communication skills.
1mo
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Commercial Lines Select Business Account Manager - Hybrid or Remote (E.S.T.)
Summersville or Charlotte or Bethesda or West Virginia or Georgia or North Carolina or Maryland or District of Columbia or Florida or Virginia or South Carolina
$47k-$70k/yr HybridFull Time
3+ YOE3+ years client-service or industry experience, P&C insurance license, associate degree (BA/BS preferred), strong communication, Microsoft Office proficiency, ability to manage renewals and proposals.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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