127 client accounting services associate jobs at 41 companies in Cypress, CA
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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
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
2w
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Client Services Associate
Santa Monica, California, United States
$80k/yr OnsiteFull Time
Gerber Kawasaki: Independent wealth management and personalized financial planning services.
3+ YOE3+ years client services or operations experience in wealth management preferred; proficiency with custodial platforms, Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign; strong communication, organization, and attention to detail.
Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign
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Premier Client Services Associate
Pasadena, California, United States
$20-$27/hr OnsiteFull Time
2+ YOEHigh school diploma plus 3 years customer service (or Associate’s degree plus 2 years); familiarity with new account opening and loan operations; strong communication, organization, and Microsoft Office skills; legal authorization to work in the U.S.; no visa sponsorship.
Microsoft Office
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Client Associate/Registered Client Associate
Los Angeles, California, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or job-related experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) required or willingness to obtain.
Word Processing Software, Desktop Tools
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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 or advanced degree (MAcc,MST,JD) preferred; minimum GPA 3.0; CPA or JD credential desired; strong communication and technology proficiency.
3mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEProvide administrative and client service support for financial advisors, process account openings and maintenance, enter orders, and perform clerical functions; Series 7 and 63/66 required; 2 years investment industry experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
5d
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
3w
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Registered Client Associate
Pasadena, California, United States
$65k-$85k/yr OnsiteFull Time
3+ YOESIE, Series 7 and 66 licenses; 3+ years client service experience in finance preferred; bachelor's or master's in finance preferred; proficient in Microsoft Office Suite; strong communication and attention to detail.
Microsoft Office Suite
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
2d
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Senior Registered Client Associate
Los Angeles, California, United States
$35-$52/hr OnsiteFull Time
2+ YOERequires 2+ years of brokerage and client services support experience, FINRA Series 7 and 63 qualifications, state registration, customer service skills, and intermediate Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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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
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Wealth Management Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, deliver accurate client materials, promote banking products, learn technology platforms, and handle sensitive information with discretion.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2d
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Client Service Associate - Family Office
Irvine, California, United States
$30-$36/hr OnsiteFull Time
3+ YOEBachelor’s degree required, preferably in business, finance, accounting, or management. Three years of operations, client service, investment, trust, accounting, or administrative experience preferred; strong Microsoft Office skills required.
CRM, DMS, Microsoft Excel, Microsoft Word
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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
1mo
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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
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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.
1d
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Senior Client Service Account Associate
Irvine or Plano or Chicago
$71k-$107k/yr OnsiteFull Time
3+ YOERequires 3+ years of relevant industry or functional experience, Treasury Services product knowledge, strong communication, judgment, prioritization, client partnership, and risk evaluation skills.
Virtual Desktop Infrastructure (VDI), Blackberry, Good mobile suite
3mo
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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
2w
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Client Experience Associate SAFE ACT - AVP - LOS ANGELES
Los Angeles, California, United States
$94k-$141k/yr HybridFull Time
5+ YOE5+ years relevant experience in wealth management/financial services; strong analytical, interpersonal, and communication skills; KYC/onboarding and compliance experience; FINRA SIE, Series 7 and Series 66 (or Series 63 & 65) required or must be obtained within 150 days; bachelor’s degree or equivalent experience.
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