14 client accounting services associate jobs at 9 companies in Deltona, FL
3mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
2mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced industry knowledge; strong client service, communication, and technology skills; ability to learn new platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment product knowledge, strong client service skills, proficiency with Microsoft Office and Salesforce, and high school diploma/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Private Wealth Client Associate
Lake Mary, Florida, United States
OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (or 63+65); advanced investment product knowledge; client service focus; strong computer skills and ability to learn new platforms; minimum education HS/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
1+ YOEHolds FINRA SIE and Series 7 and Series 66 (63/65 accepted), high school diploma/GED, ~1 year relevant experience, strong client service skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
6d
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Associate Client Solutions Manager (94512)
Orlando, Florida, United States
HybridFull Time
0.5+ YOERequires 6+ months of sales, account management, or project management experience, strong customer service and organizational skills, ability to manage multiple events, and Microsoft software knowledge.
Microsoft software
1mo
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Tax Senior Associate
Orlando, Florida, United States
OnsiteFull Time
2+ YOE2+ years tax experience in public accounting or industry, CPA preferred, strong client service and communication, team orientation, and commitment to continuous learning.
2w
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Tax Associate
Edgewater or Palm Bay
OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Copilot, ChatGPT
2w
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Tax Associate
Orlando, Florida, United States
OnsiteFull Time, Seasonal
No prior tax experience required; must complete the H&R Block Income Tax Course, have client service experience, communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
1mo
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Part Time (20 Hours) Associate Banker, Okahumpka Branch, Leesburg, FL
Leesburg, Florida, United States
OnsitePart Time
Provide attentive client service, assist with account servicing and openings, use digital banking tools, handle cash devices, high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
2d
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Associate Wealth Advisor, Schwab Wealth Advisory
Orlando or Atlanta
$38-$53/hr OnsiteFull Time
Requires active FINRA Series 7 and Series 66, investment product and market knowledge, and regulatory and client-facing fundamentals. Financial services relationship experience and a bachelor's degree or equivalent are preferred.
3w
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Merchant Services Account Executive - Business Banking
Orlando, Florida, United States
FieldFull Time
Associate degree preferred; less than one year of professional experience and/or formal development program. Sales, prospecting, client relationship, negotiation, and merchant services knowledge preferred.
1mo
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Merrill Advisor Development Program - Financial Advisor: CENTRAL FLORIDA & ASSOCIATES Market
Orlando or Winter Park
OnsiteFull Time
1+ YOESeries 7 and 66 (63/65 accepted), 1+ year financial services or sales experience, ability to source clients, strong communication and analytical skills, proficiency in Microsoft Office and Salesforce, SAFE Act registration required for mortgage origination.
Salesforce, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
2mo
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Assistant Account Manager
Daytona Beach, Florida, United States
FieldFull Time
1+ YOE1+ years landscape management experience preferred (1-3 yrs), Associate's in Horticulture/Turfgrass preferred, strong client service and communication skills, knowledge of southern climate horticulture a plus, Spanish a plus.