26 client accounting services associate jobs at 10 companies in Dover, PA
3w
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Senior Associate, Client Accounting Services (CAS) – Nonprofit Grant Accounting Focus
Lancaster, Pennsylvania, United States
HybridFull Time
3+ YOEBachelor's in accounting, 3+ years accounting experience (nonprofit/fund accounting preferred), QuickBooks Online or Sage Intacct experience, CPA or CPA-track preferred, strong analytical and client communication skills.
QuickBooks Online, Sage Intacct
4w
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Registered Client Services Associate - Brokerage
Ephrata, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's or equivalent in business/finance, 3+ years administration experience in financial services, SIE/Series 7/63 or 66 required, knowledge of investment operations, CRM and Microsoft Office experience.
Client Relationship Management (CRM) software, Microsoft Office Suite
4w
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Registered Client Services Associate - Brokerage
Ephrata, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's in business/finance or equivalent, required securities registrations (SIE, Series 7, Series 63/66), 3+ years administration in financial services, CRM and Microsoft Office experience, strong oral/written communication.
Microsoft Office Suite, Client Relationship Management (CRM)
2w
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Client Service Associate
Ephrata, Pennsylvania, United States
$24-$35/hr OnsiteFull Time
Provide client service and advisor support with strong communication, attention to detail, Microsoft Office proficiency, ability to learn technology, and pass criminal and financial background checks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Redtail
1mo
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Private Client Associate - Hunt Valley, MD
Hunt Valley, Maryland, United States
$60k-$80k/yr OnsiteFull Time
High school diploma; customer service and office skills; Series 7/63 and 65 or 66 preferred or able to obtain within 12 months; proficiency in Microsoft Word, Excel, PowerPoint, Outlook; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Relationship and Operations Associate
Cockeysville, Maryland, United States
$55k-$68k/yr OnsiteFull Time
1+ YOEProvide client and advisor support, process account administration, maintain client records, support financial planning, and assist with process improvements; bachelor\u0002s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
1w
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Tax Associate
Parkville, Maryland, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma/GED, 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.
Microsoft Copilot, ChatGPT
1w
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Tax Associate
Laureldale or York
OnsiteSeasonal, Part Time
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve client problems, use digital tools including Copilot and ChatGPT, and have customer service experience.
Copilot, ChatGPT
2w
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Part time (20 Hours) Associate Banker, York Road Plaza Branch, Baltimore, Maryland
Baltimore, Maryland, United States
$23-$28/hr OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, cash handling experience preferred; high school diploma/GED required.
Chase Mobile App, Chase.com, ATM
3w
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Senior Associate, M&A Tax
Harrisburg or Philadelphia or Pittsburgh
OnsiteFull Time
3+ YOE3+ years federal tax or M&A experience in public accounting, corporate tax, or law firm; relevant graduate or professional degree; strong research, writing, and client service skills; ability to lead and train staff.
3w
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Account Manager, Captives
Maryland or Sparks
$52k-$66k/yr HybridFull Time
3+ YOE3+ years captive or commercial P&C insurance experience, Associate's degree or equivalent, active or obtainable P&C license within 90 days, CRM and Microsoft Office proficiency, strong client service and analytical skills.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams
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