5 client accounting services associate jobs at 2 companies in Dubuque, IA
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2mo
Institutional Client Services Associate
Iowa or Des Moines or Dubuque
$29-$34/hrOnsiteFull Time
First Community Trust: Provides investment and trust services for credit union members.
Previous experience with retirement plan (401k/403b) administration, proficiency with CRM (Salesforce) and Microsoft Office, strong communication and attention to detail. ASPPA/CEBS/QPA/CPC/NIPA designations a plus; credit and criminal history check required.
Salesforce, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
H&R Block: A tax preparation and financial services helping clients manage tax obligations and build financial confidence.
High school diploma/GED, customer or client service experience, clear communication, problem-solving skills, and comfort with digital tools including Copilot and ChatGPT. No prior tax experience required.
H&R Block: A tax services providing tax preparation and financial guidance to individuals and communities.
High school diploma or equivalent, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
H&R Block: A tax preparation and financial services helping clients manage their tax obligations and finances.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma/GED, H&R Block tax course completion, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including AI tools.