8 client accounting services associate jobs at 4 companies in Decherd, TN
1mo
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Client Service Associate
Huntsville, Alabama, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movement transactions, assist with account documentation and digital tool enrollment; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
3w
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Senior Registered Client Service Associate-Chattanooga, TN
Chattanooga, Tennessee, United States
OnsiteFull Time
5+ YOEHigh school diploma and ~5 years financial services experience; SIE and Series 7 required, Series 63/65/66 as state-required; strong communication, Excel and CRM skills; ability to manage client onboarding, account maintenance, and trading support.
CRM, Microsoft Excel
1mo
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Client Service Associate-Chattanooga, TN
Chattanooga, Tennessee, United States
OnsiteFull Time
High school diploma required; 0-3 months general experience (1+ year in securities preferred). Skills: CRM, Microsoft Excel, client communication, transaction processing, account opening, and strong organizational ability.
Client Relationship Management (CRM), Microsoft Excel
2w
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Tax Associate
Murfreesboro, Tennessee, United States
OnsiteSeasonal, Full Time
High school diploma or GED, 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.
Copilot, ChatGPT
2w
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Tax Associate
Knoxville or Huntsville
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, clear communication, 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
Hohenwald or Huntsville
OnsiteFull Time, Seasonal
Requires high school diploma/GED, completion of the H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2w
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Tax Associate
Murfreesboro, Tennessee, United States
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.
Copilot, ChatGPT
1mo
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Part Time (20 Hours) Associate Banker, Northshore Branch, Chattanooga, TN
Chattanooga, Tennessee, United States
OnsitePart Time
Provide attentive client service, open and maintain accounts, handle cash devices, and use digital banking tools. High school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet