72 client accounting services associate jobs at 30 companies in Delray Beach, FL
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
3d
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Client Services Associate II
Miramar, Florida, United States
OnsiteFull Time
2+ YOEAssociate degree in banking, finance, business administration, or related field; bachelor's preferred. Requires 2–4 years servicing international customer accounts, bilingual English-Spanish skills, and NMLS registration or willingness to register.
NMLS, OFAC, USA PATRIOT Act
1mo
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, clerical/account opening skills, customer service, ability to enter trades and maintain client records; FINRA Series 7 and 66 or 63/65 preferred.
3w
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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Provide client service support to financial advisors, strong client focus, attention to detail, ability to learn new platforms; high school diploma required; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Client Service Associate (Fort Lauderdale, FL)
Fort Lauderdale, Florida, United States
OnsiteFull Time
FINRA Series 7 and 66 required; bilingual English/Spanish; client service, administrative support, report production, and knowledge of account procedures and regulations.
1mo
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
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Associate, Client Service (FL, Miami)
Miami, Florida, United States
OnsiteFull Time
2+ YOE2+ years client service experience in wealth management or financial services; Series 7 and/or 65 or willingness to obtain; advanced Microsoft Office (Excel, PowerPoint, Word); strong communication, organization, and attention to detail.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CRM
3w
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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Provides client service support to Financial Advisors; high school diploma/GED required; client-centric, detail oriented, ability to learn new platforms; FINRA credentials preferred; proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
5+ YOEActive Series 7 and Series 66 or Series 63+65,5+ years industry experience,High School diploma (college preferred),strong MS Office and client service skills,knowledge of financial products.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
3w
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent, 3+ years relevant experience, Series 7 and state securities/IAR registrations (or ability to obtain), life/health & variable contracts (or ability to obtain), strong analytical and computer skills, valid US work authorization.
2d
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Client Advisory Services (CAS) Senior Associate/ Senior Staff Accountant
Lincolnshire or Chicago or Miami or Philippines
$80k-$100k/yr HybridFull Time
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.
Microsoft Office, Microsoft Word, Microsoft Excel
1mo
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Tax Senior Associate - Private Client Services (PCS)
Coral Gables or Fort Lauderdale or Miami
$80k-$115k/yr HybridFull Time
2+ YOEBachelor's in accounting or equivalent, 2+ years public accounting tax compliance experience, experience preparing US individual/partnership/S-corp returns, CPA or EA preferred, familiarity with GoSystems or CCH Axcess.
GoSystems, CCH Axcess
1mo
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Tax Senior Associate - Private Client Services (PCS)
Miami or Fort Lauderdale
HybridFull Time
2+ YOEBachelor's in Accounting required, 2+ years public accounting tax compliance experience (partnerships, S-corps, individuals); CPA or Enrolled Agent preferred; experience with GoSystems or CCH Axcess; strong communication and critical thinking.
GoSystems, CCH Axcess
1w
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Healthcare Tax Services Senior Associate
Miami or Chicago or Austin or Dallas or New York City or Tampa
$73k-$144k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA or eligibility to sit for CPA, and 3+ years of progressive public or corporate accounting experience. Requires tax return, research, communication, and client relationship skills.
FAS 109, FIN 48
1w
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Senior Associate, Business Tax Services - Private Clients
Miami, Florida, United States
OnsiteFull Time
2+ YOERequires 2+ years of ultra-high-net-worth individual or trust and estate tax experience, a bachelor's, J.D., LL.M. in taxation, or MST, and experience managing client engagements and teams.
1mo
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Senior Audit Associate (Client Service)
Miami, Florida, United States
OnsiteFull Time
2+ YOEBachelor's in accounting,2+ years public accounting audit experience,financial institution audit preferred,CPA preferred,proficiency with Microsoft Office and audit software,strong communication and analytical skills.
Microsoft Office, Engagement, Knowledge Coach
4w
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Healthcare Audit Senior Associate
Whippany or Boca Raton or New York City
$80k-$105k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or pursuing, minimum 2 years public accounting experience, healthcare audit experience preferred, strong GAAP and uniform guidance knowledge, leadership and client service skills.
1w
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Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate
New York City or Melville or Miami or United States or Florham Park
$77k-$214k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years of experience, and eligibility to sit for the CPA exam in the intended state. Requires tax compliance, financial analysis, tax research, document preparation, and client relationship skills.
H-1B
1w
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Tax Associate
Boynton Beach, Florida, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, completion of the H&R Block Income Tax Course, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
2w
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Financial Planning Associate / Paraplanner
Plantation, Florida, United States
OnsiteFull Time
2+ YOERequires 2+ years of client service or business experience and a bachelor's degree in business or a related field. Wealth management or financial planning experience preferred; strong organization and client service skills required.
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