49 client accounting services associate jobs at 33 companies in Doral, 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
1w
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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
2mo
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Blackstone Private Wealth - Client Services, Associate
Miami, Florida, United States
$130k-$175k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years financial industry experience, Series 7 and 63 preferred, strong Microsoft Excel, communication, analytical, attention to detail, and problem-resolution skills; knowledge of alternative funds helpful.
Microsoft Excel
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.
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
1mo
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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
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
1mo
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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.
1w
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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
2mo
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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
2mo
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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
2mo
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Registered Private Wealth Client Associate - Bilingual Spanish Preferred
Miami, Florida, United States
OnsiteFull Time
Holds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted); strong client service, regulatory knowledge, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred
Miami, 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.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
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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
2d
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Collections/Client Relations Coordinator
Atlanta or Montgomery County or Charlotte or Chester County or Greensboro or Greenville or Miami or Philadelphia or Pittsburgh or Sarasota or Bucks County or West Palm Beach or Wilmington
OnsiteFull Time
5+ YOEAssociate degree or equivalent experience required; bachelor's preferred. Requires 5+ years of collections experience, advanced Microsoft Excel skills, strong organization, communication, customer service, and financial accuracy.
3E, ARCS 3G, Microsoft Excel
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
1mo
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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.
4d
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Investment Associate
Coral Gables, Florida, United States
OnsiteFull Time
Experience supporting client portfolios, preparing presentations, processing transactions and trades, analyzing investment guidelines, maintaining documentation, and resolving client service issues. U.S. work authorization required.
GDWM, DTC
2w
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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
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