30 client accounting services associate jobs at 14 companies in Davidson, NC
2w
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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
1w
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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
3w
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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
2d
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Associate Analyst, Client Compensation
Fort Mill or Charlotte
$21-$35/hr OnsiteFull Time
1+ YOERequires 1+ year of operational experience in financial services, strong analytical, quantitative, communication, organization, and time-management skills, and proficiency with Microsoft Office, especially Excel.
Oracle, ComRidge, Varicent, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word
1mo
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Copy of Client Account Representative II
Shelby, North Carolina, United States
OnsiteFull Time
5+ YOE5+ years client service or business office experience; high school diploma or GED required; associate degree preferred; strong written and verbal communication, Microsoft Office proficiency, multitasking, organization, and customer-service skills.
Microsoft Office
2w
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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.
3w
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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
2w
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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
2d
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Associate Analyst, Client Compensation
Fort Mill or Charlotte
$21-$35/hr OnsiteFull Time
1+ YOERequires 1+ year of operational experience in financial services, strong analytical, quantitative, communication, organization, and time management skills, and ability to work independently with minimal guidance.
Oracle, ComRidge, Varicent, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Office
3w
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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
3d
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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
3d
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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
2w
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Part Time (20 Hours) Associate Banker, Clear Creek Crossing Branch, Mint Hill, NC Bilingual Spanish Required
Mint Hill, North Carolina, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, cash handling experience preferred; high school diploma/GED required.
Chase Mobile App, Chase.com, ATM
4d
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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
2mo
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Hybrid Wealth Banking Advisor - Charlotte, North Carolina, United States
Charlotte or Cleveland or Los Angeles County or California or Colorado or District of Columbia or Illinois or Maryland or Maine or Massachusetts or Minnesota or New Jersey or New York or Virginia or Washington
$29-$50/hr HybridContract, Full Time
2+ YOEAssociate's in business/accounting/finance/banking (or equivalent), 2+ years client service experience in banking, SAFE/NMLS compliance within 30 days, proficiency with Microsoft Office and CRM, U.S. work authorization required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, CRM/SalesForce.com, Client Central
3w
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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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