10 client accounting services associate jobs at 8 companies in Concord, NH
2mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, and use financial platforms; strong communication and attention to detail required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
Client-service focused support for Financial Advisors; high school diploma required; familiarity with investment products and FINRA exams preferred; strong verbal/written communication and Microsoft/CRM skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
1mo
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Private Client Service Associate II- Greenville, South Carolina
Greenville or Manchester
$24-$34/hr OnsiteFull Time
2+ YOEAssociates degree or 2+ years relevant experience, strong customer service, PC/spreadsheet/database skills, attention to detail, eligible for NMLS/Loan Originator registration, pass background and credit checks.
2w
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Wealth Management and Client Relationship Associate
Portsmouth, New Hampshire, United States
OnsiteFull Time
2+ YOEBachelor’s degree, 2+ years in a business support role, financial services preferred, Microsoft Office proficiency, strong communication and organization skills, and ability to commute daily to Portsmouth.
Microsoft Office
3w
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State & Local Income Tax Senior Associate
Tewksbury, Massachusetts, United States
$99k-$131k/yr OnsiteFull Time
3+ YOEBachelor’s degree preferred in accounting, finance, economics, business, or related field; 3+ years of multi-state income and franchise tax experience; strong analytical, communication, client service, and project management skills.
Microsoft Office Suite
3w
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Associate I - Account Management
Portland or Manchester
$65k-$120k/yr HybridFull Time
Requires an active Life and Health license, strong client relationship, communication, analytical, presentation, organization, and time-management skills, plus Microsoft Office proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, agency management systems, web browser software
3w
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Part Time (30 Hours) Associate Banker, Middleton Burleys Corner Branch, Middleton, MA
Middleton, Massachusetts, United States
$23-$28/hr OnsitePart Time
Deliver attentive client service, open and service accounts, learn products and procedures quickly; high school diploma/GED and client service experience required; cash handling preferred.
Chase Mobile App, Chase.com, tablet, ATM
4mo
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Account Manager - Valet & Parking Services - Sheraton Portsmouth Harborside Hotel
Portsmouth, New Hampshire, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2+ MgmtAssociate degree preferred; valid driver’s license; ability to drive manual transmission; criminal background check; experience in account management or client relations; proficiency with MS Office and POS systems.
MS Office, POS
2w
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Tax Administrative Assistant I (Full-time)
Portsmouth, New Hampshire, United States
OnsiteFull Time
Associate degree in business, accounting, finance, or related field preferred. Requires administrative or client service capability, Microsoft Office proficiency, organization, communication, accuracy, and ability to manage deadlines.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CCH ProSystem fx, CCH Axcess, CaseWare, GoFileRoom