22 client accounting services associate jobs at 16 companies in DeKalb, IL
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Client Services Associate
Sterling, Illinois, United States
$17-$23/hrOnsiteFull Time
TBK BankNASDAQ: TFIN: Provides commercial, consumer, and transportation-focused financial services.
High school diploma or GED, excellent communication, basic Microsoft Office skills, 6–12 months teller or customer service experience preferred, able to travel to other locations for training.
Benjamin F. Edwards: Providing personalized wealth management and investment advisory services.
2+ YOEBachelor's degree or equivalent experience, 2+ years client service in financial services, Series 7 and Series 63/65 or 66 required, Microsoft Office proficiency, strong communication, discretion, and problem-solving skills.
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Bachelor's degree preferred, strong organizational and communication skills, Microsoft Office proficiency, experience in financial services or client service is a plus, knowledge of SEC/FINRA compliance.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
3+ YOEBachelor's degree, 3+ years in wealth management/financial services, leadership experience, strong organization and communication, Microsoft Office proficiency, willingness to obtain industry licenses.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service and operational support to Financial Advisors; strong client focus, detail orientation, ability to learn technology platforms; high school diploma required; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
JMG Financial Group: An independent fee-based wealth management firm providing investment and client asset services.
Experience with wire processing or cash operations in financial services; high school diploma; detail-oriented, able to work independently and in teams; familiarity with custodian and regulatory procedures.
Mowery & Schoenfeld: Full-service accounting, advisory, and wealth management firm.
3+ YOEBachelor's degree in accounting, CPA eligibility, and at least 3 years of accounting experience including 1 year at senior associate level. Requires strong analytical, communication, project management, and client service skills.
J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL
Glenview, Illinois, United States
$27-$37/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Series 7 required (or must be obtained within 120 days); SIE required if registered after Oct 1, 2018; Series 66 (or 63/65) and Life & Health Insurance license must be obtained within 120 days. Role requires client service, account processing, trade support, KYC and compliance adherence.
Columbus or Chicago or Cleveland or Oak Brook Terrace or Grand Rapids or South Bend or Indianapolis
$71k-$140k/yrHybridFull Time
Crowe: Global professional services firm providing audit, tax, and consulting.
2+ YOE2+ years external audit experience; financial services focus; CPA certification in home state preferred; strong leadership and client-facing skills; willing to travel
Managed Payroll Associate - Elevate Solutions Team
Meridian or Rochester or Schaumburg
$19-$27/hrOnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
Bachelor's degree required, customer/client service experience, proficiency with Microsoft Office, strong data accuracy and problem-solving skills; required to attend full Account Manager training.
JLLNYSE: JLL: Global commercial real estate and investment management services.
5+ YOEBachelor's degree in accounting or finance and at least 5 years of real estate accounting experience. Requires advanced Excel, organizational, analytical, client service, and financial reporting skills.
Microsoft Office Suite, Microsoft Excel, Yardi, MRI
American Commercial Bank & Trust: Provides commercial and retail banking and financial services.
3+ YOE3+ years processing and closing commercial loans, strong client service and communication, attention to detail, Microsoft Suite proficiency; experience with FIS Horizon and Loan Vantage preferred; bachelor's in business preferred.
PwC: Global professional services network providing audit, tax, and consulting.
3+ YOECurrent or completed MBA, at least 3 years of experience, and final-year MBA status at application for client service Senior Associate positions. Strong strategy, M&A, financial modeling, and analytical skills required.
Bachelor's degree or equivalent experience; Series 7 and Series 63 and 65 or Series 66 licenses; client service, financial advice, sales, communication, and Microsoft Office skills.
Bank FirstNASDAQ: BFC: Providing commercial and retail banking services in Wisconsin.
2+ YOEProvide commercial client support and facilitate loan processes; associates degree or equivalent experience preferred; 2+ years banking experience preferred; proficiency with Microsoft Word, Outlook, Excel; strong communication and multitasking skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel
Yellowstone Landscape: Commercial landscape maintenance and property enhancement services provider.
1+ YOERequires 1–3 years with a professional landscape management firm, strong communication and client-service skills, and a positive interpersonal style. Associate's degree in horticulture or turfgrass strongly preferred; relevant experience accepted.