22 client accounting services associate jobs at 16 companies in Del Mar, CA
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
Microsoft Excel, Word, Power Point, Power BI
1w
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Client Services Associate
San Diego, California, United States
$50k-$60k/yr OnsiteFull Time
2+ YOERequires 2 years of project management, account coordination, marketing, or related experience, plus digital marketing knowledge, strong organization, communication, problem-solving, and adaptability.
Workfront, Asana, Jira, Monday.com
1d
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Client Associate
San Diego, California, United States
$39k-$61k/yr OnsiteFull Time
Bachelor’s degree or related experience, strong communication, organizational and client service skills, attention to detail, and Series 7 and 66 or 63/65 licenses or willingness to obtain them within 12 months.
ACH
3d
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOESeries 7 and 66 licenses, 2–3 years of finance-sector client service experience, bachelor's degree in Finance or Economics, strong communication and analytical skills, and bilingual Spanish proficiency.
Artificial Intelligence (AI)
3d
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Client Relationship Associate
La Jolla, California, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2–4+ years of relevant client, professional, financial, accounting, or wealth management experience preferred; excellent communication, organization, judgment, discretion, and client-service skills required.
QuickBooks
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year experience, client-service focus; SIE/Series 7/66/63/65 credentials desired; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
$80k-$115k/yr HybridFull Time
2+ YOEBachelor's in Accounting required; 2+ years tax compliance or consulting; CPA or IRS Enrolled Agent (or parts passed) preferred; experience with GoSystems or CCH Axcess; strong communication and client service skills.
GoSystems, CCH Axcess
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, ensure accuracy of client materials, and use Microsoft Office and Salesforce; SIE/Series registrations desired.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3w
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Registered Client Service Associate
San Diego, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 registrations, financial services product knowledge, advanced Microsoft Office skills, and strong client service and organizational abilities.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
4w
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
HybridFull Time
2+ YOEBachelor's in Accounting,2+ years tax compliance/consulting,CPA or enrolled agent (or progress toward),experience with GoSystems or CCH Axcess,excellent communication and mentoring skills.
GoSystems, CCH Axcess
2mo
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Associate, Client Relationship Manager
San Diego, California, United States
$65k-$75k/yr HybridFull Time
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services or relevant internship), Series 65 or 66 required/attainable, strong attention to detail, Excel/Word/Outlook/Salesforce/PowerPoint experience, excellent communication and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
1w
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Associate
San Diego, California, United States
$72k-$77k/yr OnsiteFull Time
1+ YOEBachelor's degree with academic excellence and leadership experience; strong analytical, communication, relationship-building, multitasking, and client-service skills; Word and Excel proficiency required; 1–2 years of client service experience preferred.
Microsoft Word, Microsoft Excel
3w
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Tax Senior Associate
Carlsbad or San Diego
$85k-$110k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA license or progress toward certification, and 3–5 years of public accounting tax experience. Requires strong tax, analytical, client service, leadership, and project management skills.
2w
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
2w
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Tax Associate
San Ysidro, California, United States
$16-$20/hr OnsiteFull Time, Seasonal
Requires H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or equivalent.
Copilot, ChatGPT
2w
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Tax Associate
San Diego, California, United States
$16-$20/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including AI tools.
Copilot, ChatGPT
2w
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Wealth strategy Associate
La Jolla, California, United States
$70k-$95k/yr OnsiteFull Time
5+ YOERequires Series 7 and Series 66 licenses, a bachelor's degree or equivalent, strong communication and interpersonal skills, analytical ability, and ideally five years of finance-sector client service experience.
Artificial Intelligence (AI)
1mo
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Part Time Associate Banker San Diego Central (30 hours)
San Diego, California, United States
$25-$30/hr OnsitePart Time
Provide attentive branch service, open accounts, assist transactions, build client relationships; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM
2d
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Private Wealth Associate - Crest Capital Advisors
San Diego, California, United States
$100k-$150k/yr OnsiteFull Time
3+ YOERequires 3+ years in financial services, 1+ year in customer service, client communication skills, MS Office experience, and Series 7/66 or 63/65. BA/BS in business or finance preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Account Manager - Commercial Lines
San Marcos, California, United States
$79k-$100k/yr HybridFull Time
6+ YOEAssociate's degree or equivalent, valid insurance license, 6+ years related experience, proficient with Microsoft Office, strong communication and client-service skills.
Microsoft Office
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