16 client accounting services associate jobs at 9 companies in Culpeper, VA
3mo
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Client Reporting and Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
2+ YOEBachelor's degree required, minimum 2 years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, and ability to manage multiple priorities.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
1mo
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Client Service Associate
Reston, Virginia, United States
OnsiteFull Time
Mid-level operations role requiring complex account servicing, high-value transaction processing, regulatory compliance, workflow optimization, client communication, and mentoring junior associates.
CRM
1mo
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Client Associate (Flexible Work Location)
Harrisonburg, Virginia, United States
$22-$26/hr OnsiteFull Time
Provide client service and operational support for financial services, handle account processing and onboarding, maintain compliance, and perform detailed data entry and reporting.
1mo
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Financial Services Client Associate (Flexible Work Location)
Harrisonburg, Virginia, United States
$22-$26/hr OnsiteFull Time
High school diploma or equivalent, ability to obtain applicable insurance licenses/certifications, strong communication and organizational skills, knowledge of insurance regulations and compliance, valid driver's license, able to work 38 hours per week in office.
1mo
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Wealth Management Client Associate
Reston, Virginia, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, strong client focus, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce, high school diploma, pursuing FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Registered Client Service Associate
Fredericksburg, Virginia, United States
$67k-$87k/yr OnsiteFull Time
FINRA SIE, Series 7, and Series 63 required; college degree preferred; experience in financial services or banking preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization, communication, and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
1mo
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Client Service Associate (Unregistered)
Fredericksburg, Virginia, United States
$54k-$76k/yr OnsiteFull Time
Banking/financial services experience preferred. Must obtain SIE, Series 7, and Series 63 within 2 years. College degree preferred. Proficiency with Microsoft Outlook, Word, and Excel; strong communication, organization, and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
1mo
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Client Services/Operations Associate
Vienna, Virginia, United States
OnsiteFull Time
2+ YOE2+ years relevant experience preferred, strong interpersonal and confidential handling skills, organized with attention to detail, willingness to learn finance operations and ACATs processes.
ACATs
3w
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Client Account Services Transaction Specialist
Charlottesville, Virginia, United States
$20-$30/hr OnsiteFull Time
Associate degree in accounting/finance/business (or equivalent), experience with accounts payable/receivable, payroll, 1099s, general ledger, month-end close, sales tax and basic financial reporting; strong communication, analytical, and client-management skills.
2w
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Tax Associate
Manassas, Virginia, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
2w
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Tax Associate
Centreville, Virginia, United States
$18-$24/hr OnsiteFull Time, Seasonal
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
2w
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Tax Associate
Woodbridge, Virginia, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, 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.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Stafford, Virginia, United States
$16-$20/hr OnsiteFull Time, Seasonal
Requires high school diploma or equivalent, 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
2w
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Tax Associate
Alexandria, Virginia, United States
$18-$24/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Fredericksburg, Virginia, United States
$14-$18/hr OnsiteFull Time, Seasonal
Requires high school diploma or equivalent, 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
1w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
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