27 client accounting services associate jobs at 10 companies in Dover, NH
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Registered Client Associate / Client Associate
Portland, Maine, United States
$50k-$77k/yr OnsiteFull Time
Bachelor’s degree or related experience, strong communication, organizational, client service, and technology skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain within 12 months.
ACH
1mo
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Client Service Associate- White Pine Wealth Management
Portland, Maine, United States
$100k/yr OnsiteFull Time
Provide white-glove client service, onboard clients, process account maintenance and money movements, maintain accurate client records, and comply with industry rules.
Salesforce, DocuSign, Microsoft Word, Microsoft Excel, Microsoft OneNote, Fidelity
2mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, and use financial platforms; strong communication and attention to detail required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
Client-service focused support for Financial Advisors; high school diploma required; familiarity with investment products and FINRA exams preferred; strong verbal/written communication and Microsoft/CRM skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
1w
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Wealth Management and Client Relationship Associate
Portsmouth, New Hampshire, United States
OnsiteFull Time
2+ YOEBachelor’s degree, 2+ years in a business support role, financial services preferred, Microsoft Office proficiency, strong communication and organization skills, and ability to commute daily to Portsmouth.
Microsoft Office
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Account Manager, Private Client Services
Portland, Maine, United States
$55k-$102k/yr HybridFull Time
3+ YOERequires 3–5 years of insurance service experience, an undergraduate degree or equivalent industry experience, Property & Casualty license, Associate in General Insurance designation, and personal insurance coverage expertise.
Microsoft Office
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Tax Associate
Billerica, Massachusetts, United States
$17-$21/hr 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 or Tax Knowledge Assessment.
Copilot, ChatGPT
1w
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Tax Associate
Newburyport or Medford
$16-$20/hr OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, have client-service experience, strong communication and problem-solving skills, digital tool proficiency, and a high school diploma or equivalent.
Microsoft Copilot, ChatGPT
2w
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Part Time (30 Hours) Associate Banker, Middleton Burleys Corner Branch, Middleton, MA
Middleton, Massachusetts, United States
$23-$28/hr OnsitePart Time
Deliver attentive client service, open and service accounts, learn products and procedures quickly; high school diploma/GED and client service experience required; cash handling preferred.
Chase Mobile App, Chase.com, tablet, ATM
3mo
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Account Manager - Valet & Parking Services - Sheraton Portsmouth Harborside Hotel
Portsmouth, New Hampshire, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2+ MgmtAssociate degree preferred; valid driver’s license; ability to drive manual transmission; criminal background check; experience in account management or client relations; proficiency with MS Office and POS systems.
MS Office, POS
1w
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Tax Administrative Assistant I (Full-time)
Portsmouth, New Hampshire, United States
OnsiteFull Time
Associate degree in business, accounting, finance, or related field preferred. Requires administrative or client service capability, Microsoft Office proficiency, organization, communication, accuracy, and ability to manage deadlines.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CCH ProSystem fx, CCH Axcess, CaseWare, GoFileRoom
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