44 client accounting services associate jobs at 25 companies in Dickinson, TX
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Sr. Associate, AfroTech Client Services
Houston, Texas, United States
RemoteContract
3+ YOE3+ years client services or events experience; BS/BA preferred; experience with sponsor/account coordination, Asana and exhibitor systems; strong communication and independent execution skills.
Microsoft Office, Google Suite, Asana, Map Your Show
2w
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Associate, Client Services
Houston, Texas, United States
HybridFull Time
Bachelor’s degree in finance, accounting, or business; U.S. work authorization; financial theory and accounting knowledge; analytical, communication, Word, and Excel skills.
Microsoft Word, Microsoft Excel
1mo
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Client Account Associate
Houston, Texas, United States
OnsiteFull Time
Client outreach on receivables, reconcile outstanding balances, research and resolve billing issues, strong Excel and Microsoft Office skills, preferred bachelor's degree and 1-2 years client service experience.
Microsoft Office Suite, Microsoft Excel
3d
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
2mo
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Registered Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment product knowledge, client service experience, strong communication, Microsoft Office and Salesforce proficiency, high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Senior Associate - Private Equity Fund Accounting
Houston, Texas, United States
$70k-$95k/yr HybridFull Time
3+ YOEBachelor's in Accounting/Finance, 3+ years private equity or related experience, strong accounting knowledge, QuickBooks/EMR tools proficiency, advanced Excel, Outlook and Word skills, Investran preferred, strong client service and communication.
QuickBooks, Microsoft Outlook, Microsoft Excel, Microsoft Word, Investran, PowerU, MyCampus
1mo
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Client Service & Operations Associate
Austin or Houston or San Antonio
$45k-$65k/yr HybridFull Time
2+ YOE2-3 years financial services or operations experience preferred; proficiency with eMoney, Salesforce, Microsoft Excel; strong attention to detail, client communication, and ability to handle sensitive information. Bachelor's degree preferred.
eMoney, Salesforce, Microsoft Excel, Microsoft Office, Slack, Zoom, Envestnet, Morningstar
3mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
3+ YOESenior Client Service Associate in Latin America Private Bank; FINRA Series 7 and 63; SIE; fluent Spanish; 3+ years in investment management; college degree preferred.
FINRA Series 7, FINRA Series 63, SIE, Microsoft Office Suite
4w
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
4w
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Part Time Client Service Associate
Deer Park, Texas, United States
OnsitePart Time
0.5+ YOEMinimum 6 months banking/finance experience, college coursework preferred, strong written and oral communication, MS Office proficiency, CRM experience, scheduling and client-contact skills.
Microsoft Office, CRM
2w
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Registered Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
1+ YOEFINRA SIE, Series 7 and Series 66 (63/65 accepted), 1+ year experience, strong client service, investment product knowledge, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Tax Senior Associate - Private Client Services
Baton Rouge or Lafayette or Houston or New Orleans or Hattiesburg or Shreveport
HybridFull Time
4+ YOEBachelor's in accounting, 4+ years tax compliance/consulting experience, experience with individual/trust/entity returns, CPA or enrolled agent credentials preferred, experience with ProSystems FX/CCH/XCM, strong communication and critical thinking.
ProSystems FX, CCH Engagement, XCM
3mo
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LW - Client Service Associate Manager
Houston, Texas, United States
OnsiteFull Time
10+ YOEOver 10 years in Client Service with leadership experience; proficient with Fidelity/Schwab; MS 365; CRM; Portfolio Accounting; strong organization and communication skills.
Microsoft 365, CRM, Portfolio Accounting System, Document Management Software, Fidelity custodial platforms, Schwab custodial platforms
3d
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Client and Member Success Associate - Bilingual (Spanish) - Houston, TX
Houston or United States
RemoteFull Time
2+ YOEHigh school diploma or GED required; bachelor's degree in business preferred. Requires 2+ years in client services, account management, or customer service, healthcare or employee benefits experience, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
1d
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Client Relationship Specialist III
Houston, Texas, United States
OnsiteFull Time
4+ YOEAssociate degree and 4 years in banking or customer service, or equivalent experience. Requires commercial lending knowledge, loan documentation expertise, Excel and Word experience, and strong analytical and communication skills.
Know Your Customer, Consumer Due Diligence, TouchPoint Sales and Service, Microsoft Excel, Microsoft Word
1mo
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Senior Audit Associate (Client Service)
Houston, Texas, United States
OnsiteFull Time
2+ YOEBachelor's in accounting,2+ years public accounting audit experience,financial institution experience preferred,CPA preferred,proficiency with Microsoft Office,Engagement and Knowledge Coach.
Microsoft Office, Engagement, Knowledge Coach
1w
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Tax Associate
Pasadena, Texas, 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.
Copilot, ChatGPT
1w
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Tax Associate
Houston, Texas, United States
OnsiteFull Time
H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, digital and AI tool proficiency, and a high school diploma, GED, or equivalent.
Microsoft Copilot, ChatGPT
1mo
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
5+ YOE5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship.
1mo
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
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