27 client accounting services associate jobs at 8 companies in Elk Grove, CA
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Client Associate
Sacramento, California, United States
$55k-$75k/yrOnsiteFull Time
UBS Financial Services Inc.: U.S. wealth-management broker-dealer and investment adviser serving individuals and institutional customers with brokerage, planning, lending, and investment services.
1+ YOECollege degree in Business, Finance, or Accounting required; 1–3 years of client service experience; Series 7 and 66 licenses required or obtainable within six months; Microsoft Office proficiency.
OSCAsafe: Physician-owned occupational health, employee screening, and workforce training provider serving employers across the United States.
Requires strong customer service, problem-solving, communication, organizational, interpersonal, listening, IT, and account management skills, with attention to detail and confidentiality.
Santa Clara or San Francisco or Rancho Cordova or Walnut Creek or San Jose or Sacramento or United States or New York City or London or Los Angeles or Chicago or Boston
$83k-$109k/yrOnsiteFull Time
Baker Tilly: Leading advisory, tax, and assurance firm.
1+ YOEFour-year degree, eligibility for CPA, law license, or enrolled agent credential, and one year of tax compliance and consulting experience. Requires Microsoft Suite skills and strong analytical, communication, and collaboration abilities.
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, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Edward Jones: Financial services firm providing wealth management and investment advice.
Bachelor's degree, equivalent professional experience, or financial services, sales, or relationship-building background; sales or client relationship experience; willingness to obtain Series 7, Series 66, and state insurance licenses.
Ken Schuurman State Farm: Independent State Farm insurance agency serving Sacramento-area individuals, families, and businesses.
Provide customer service and account management for insurance clients; assist sales representatives; strong organization and phone communication skills; prior insurance experience preferred.
VCA Animal Hospitals: Network of veterinary hospitals providing medical care for pets.
Lead and develop staff, manage hospital operations and P&L, hire and coach associates, analyze reports, oversee maintenance, purchasing and accounts receivable, enforce safety and client service standards.