27 client accounting services associate jobs at 23 companies in Ellsworth, WI
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Client Associate (Wealth Management)
Minnetonka, Minnesota, United States
$75k-$95k/yr HybridFull Time
4+ YOE4+ years client service experience in wealth management or financial services preferred; strong knowledge of account opening, KYC, money movement, account maintenance, polished verbal and written communication, and organized client servicing. Series 65/66 and custodial platform experience are a plus.
Wealthbox CRM, Schwab, Fidelity
1mo
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Client Associate/Registered Client Associate
Stillwater, Minnesota, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or job-related experience, Series 7 and 66 (or 63/65) or willingness to obtain within 12 months, strong communication, attention to detail, and client service skills.
4w
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Client Operations Associate
Shoreview, Minnesota, United States
$50k-$63k/yr OnsiteFull Time
Execute account paperwork, money movement, and account maintenance; manage client operational cases; strong organization, attention to detail, ability to work independently, basic financial services knowledge.
Salesforce
1mo
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Senior Client Relationship Associate
Eden Prairie, Minnesota, United States
$60k-$92k/yr HybridFull Time
3+ YOE3+ years related experience, account opening and custodial experience, CRM and Tamarac experience, strong Microsoft Office skills, client service orientation, effective communication, and process improvement capability.
Tamarac, Microsoft Office Suite, Fidelity, Schwab
3w
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Client Service Associate
Minneapolis, Minnesota, United States
HybridFull Time
Associate degree required (Bachelor preferred). Knowledge of tax/estate planning preferred. Proficiency with Microsoft Word, Excel, Outlook, Addvantage and On-Base. Strong communication, organization, and numerical skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Addvantage, On-Base
1mo
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Part-Time Client Service Associate
Hudson, Wisconsin, United States
$24-$39/hr OnsitePart Time
Part-time onsite client service support: scheduling, processing account requests, CRM and Microsoft Office proficiency, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
3w
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Associate, Client Success (Fleet Coach)
Hopkins, Minnesota, United States
$49k-$67k/yr HybridFull Time
0+ YOE0–2 years client service or account management experience, high school diploma required; college degree preferred; proficiency with Microsoft Office; strong communication, data analysis, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
4d
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Tax Senior, Private Client Services
Minneapolis, Minnesota, United States
$75k-$84k/yr OnsiteFull Time
2+ YOEBachelor’s degree in accounting, finance, economics, or statistics required, or another field with CPA certification. Requires 2+ years of relevant tax or professional services experience and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
2mo
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Accounting Senior, CAAS
Minneapolis, Minnesota, United States
$65k-$113k/yr OnsiteFull Time
2+ YOEBachelor's degree required, 2 years relevant accounting/financial experience, month-end processing, reconciliations, AP/AR/payroll posting, financial statement preparation, client service, and supervising associates.
1mo
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Lead Operations Associate, Financial Services
Minnetonka, Minnesota, United States
$60k-$80k/yr OnsiteFull Time
3+ YOEActive Series 7 and Series 63 required, 3+ years finance/client relations/operations experience, bachelor’s in finance preferred, Minnesota life/accident/health insurance preferred.
3mo
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Associate Audit Manager
Saint Paul, Minnesota, United States
$84k-$105k/yr HybridFull Time
Public accounting experience; CPA preferred; degree in Accounting/Finance; strong Excel; client-service orientation.
Microsoft Excel, CCH Axcess
1mo
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Associate Fund Controller
Minneapolis, Minnesota, United States
$80k-$100k/yr HybridFull Time
4+ YOEBachelor's in Accounting/Finance, 4+ years accounting experience, proficiency with Microsoft Office (Excel, Word, Outlook, Teams), experience with financial statements, reconciliations, audits and client service.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams
2mo
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Senior Associate Wealth Planner - Family Office
Minnetonka, Minnesota, United States
$90k-$120k/yr HybridFull Time
4+ YOE4+ years experience in financial/estate/personal tax planning for ultra-high-net-worth individuals; bachelor’s in business/accounting/finance or equivalent experience; JD/CFP/CFA/CPA preferred; proficient in Salesforce and Microsoft Office; strong client service and discretion.
Salesforce, Microsoft Office
5d
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Associate Financial Advisor
Cannon Falls, Minnesota, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services background; sales, business development, or client relationship experience; strong communication; willingness to obtain required securities and insurance licenses.
MoneyGuide, Salesforce
2w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
1mo
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Part Time (20 Hours) Associate Banker, Edina Branch, Edina, MN
Edina, Minnesota, United States
$23-$28/hr OnsitePart Time
Provide attentive client service, open and service accounts, educate clients on digital banking, and perform branch operations; high school diploma or GED required; client service experience preferred.
Chase Mobile App, Chase.com, ATM
2w
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Private Banking Assistant
Minneapolis, Minnesota, United States
$21-$36/hr HybridFull Time
2+ YOEAssociate degree in business, finance, accounting, or related field, or equivalent experience, plus 2+ years in banking, financial services, or administration. High-net-worth client and loan documentation experience preferred.
1mo
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Account Associate - State Farm Agent Team Member
Vadnais Heights, Minnesota, United States
$65k-$85k/yr OnsiteFull Time
Strong organizational, customer service, and communication skills; previous insurance or related experience preferred; comfortable with sales and client relations.
2mo
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Commercial Lines Associate Account Manager
Rochester, Minnesota, United States
$23-$25/hr HybridFull Time
Client-service oriented candidate with insurance or service-industry experience, ability to obtain/maintain property & casualty license, strong time management, attention to detail, valid driver\u0002s license, and ability to travel and work flexible hours.
3mo
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Commercial Loan Documentation Specialist
Phoenix or Shoreview
$22-$28/hr OnsiteFull Time
Associate’s degree or equivalent; focus on accuracy, detail, and client service; ability to manage high-volume, time-sensitive tasks.
LaserPro
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