8 client accounting services associate jobs at 7 companies in Dalton, MA
1mo
Save
Mark Applied
Hide
Client Accounting Services (CAS) Associate
Rochester or Elmira or Latham or Canandaigua or Queensbury
OnsiteFull Time
Bachelor's in accounting/related required; support bookkeeping, month-end close, reconciliations, financial reporting; QuickBooks and Power BI experience preferred; strong analytical and communication skills.
QuickBooks Online, QuickBooks Desktop, Power BI
3w
Save
Mark Applied
Hide
Registered Client Service Associate
Latham, New York, United States
$35k-$90k/yr OnsiteFull Time
Active Series 7 and Series 66, or Series 63 and Series 65; high school diploma or equivalent; strong financial services knowledge, client service, writing, organization, and Microsoft Office skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2d
Save
Mark Applied
Hide
Client Service Associate
Albany, New York, United States
$65k-$75k/yr OnsiteFull Time
5+ YOERequires 5+ years of bookkeeping or personal accounting experience, executive or personal assistant experience, discretion with sensitive information, strong organization and communication skills, and proficiency with QuickBooks, Excel, Word, Outlook, and Salesforce preferred.
QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce
3w
Save
Mark Applied
Hide
Registered Client Service Associate
Latham, New York, United States
$35k-$90k/yr OnsiteFull Time
Active Series 7 and applicable Series 66 or Series 63 and Series 65 licenses; two or more years of industry experience preferred, strong client service, organizational, computer, and financial product knowledge.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
23h
Save
Mark Applied
Hide
Billing Accounts Receivable & Client Support Specialist
Bennington, Vermont, United States
$20-$25/hr HybridPart Time
2+ YOEHigh school diploma/GED required, associate's degree preferred, and 2+ years in customer service, accounts receivable, billing, collections, or a related field. Requires Excel and Outlook proficiency.
Microsoft Office, Microsoft Excel, Microsoft Outlook, ERP
1w
Save
Mark Applied
Hide
Registered Branch Associate - Greenwich, NY
Greenwich, New York, United States
OnsiteFull Time
3+ YOEHigh school diploma required; bachelor's preferred. Requires Series 7, Series 66, FINRA registrations, state insurance licenses, regulatory compliance, client service, research, and problem-solving skills.
firm intranet
5d
Save
Mark Applied
Hide
Account Manager - Employee Benefits (Hybrid)
Albany, New York, United States
$65k-$75k/yr HybridFull Time
3+ YOEAssociate degree required and bachelor's preferred; 3+ years of client service or industry experience; benefits administration knowledge; strong Microsoft Excel and PowerPoint skills; licensing required or obtainable.
Microsoft Excel, Microsoft PowerPoint
4d
Save
Mark Applied
Hide
Account Manager - Employee Benefits (Hybrid)
Albany, New York, United States
$65k-$75k/yr HybridFull Time
3+ YOEAssociate degree required and bachelor's preferred, with more than 3 years of client service or industry experience. Requires benefits knowledge, strong communication, presentation, decision-making, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint