77 client accounting services associate jobs at 31 companies in Epping, NH
3w
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
2d
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Client Services Associate
Boston, Massachusetts, United States
$20-$30/hr HybridFull Time
0+ YOEHigh school or equivalent; less than one year of employee benefits account management experience; Life/Health license required within six months; Microsoft Office proficiency and strong organizational, interpersonal, and communication skills.
Microsoft Office, PowerPoint, ThinkHR, Choosewell, Brainshark
6d
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Client Associate
Boston, Massachusetts, United States
$45k-$110k/yr OnsiteFull Time
3+ YOE3–5 years of financial-industry client service experience preferred, Series 7 and 66 required, and BA/BS degree required. Strong Microsoft Office, client service, organizational, and communication skills required.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, Addepar
2w
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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
0-2 years client service experience preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS preferred; strong client service, communication, organization, detail orientation, and technical proficiency.
Microsoft PowerPoint
1w
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Registered Client Associate
Boston, Massachusetts, United States
$55k-$75k/yr OnsiteFull Time
2+ YOE2+ years client service experience in finance preferred; bachelor\u0002s degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office Suite
1mo
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Client Service Associate
Boston, Massachusetts, United States
$70k-$85k/yr HybridFull Time
1+ YOEBachelor's degree, 1+ years client relationship or account management experience, Series 65 required or must obtain within six months, strong communication and analytical skills, institutional investment knowledge.
1mo
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Client Service Associate
Boston, Massachusetts, United States
$70k-$80k/yr HybridFull Time
2+ YOEBachelor's in Finance/Economics/Business, 2+ years in wealth/asset/financial services with client exposure; progress toward CFA/CFP a plus; advanced Excel and experience with Black Diamond, MoneyGuidePro, or Schwab Institutional; strong attention to detail and communication.
Black Diamond, MoneyGuidePro, Schwab Institutional, Microsoft Excel
1w
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Registered Client Associate
Boston, Massachusetts, United States
$50k-$77k/yr OnsiteFull Time
Bachelor’s degree or related experience; Series 7 and 66 or Series 63/65 licenses; strong communication, organizational, client service, adaptability, and attention-to-detail skills.
1mo
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Senior Associate, Client Service
Boston, Massachusetts, United States
$75k-$115k/yr OnsiteFull Time
5+ YOE5+ years experience, undergraduate degree required, strong attention to detail, client service and communication skills, proficiency with Microsoft Office (Excel/PowerPoint/Outlook); investment operations experience preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Office, Client Relationship Management (CRM)
3w
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Registered Wealth Management Client Associate
Boston, Massachusetts, United States
$25-$45/hr OnsiteFull Time
Requires FINRA registrations (SIE, Series 7, Series 66 or 63/65), advanced investment product knowledge, client service experience, strong communication, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Cambridge, Massachusetts, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, deliver timely accurate client materials, learn new technology platforms, and act with a client-centric mindset; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Service Associate
Boston, Massachusetts, United States
OnsiteFull Time
5+ YOEBachelor's in Finance or 5 years financial services experience; experience with Schwab/Fidelity/Pershing, CRM and portfolio systems; proficiency in Microsoft Office; strong communication and attention to detail.
Schwab, Fidelity, Pershing, SharePoint, Salesforce, Microsoft Office
3w
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Client Service Wealth Associate
Boston, Massachusetts, United States
$65k-$75k/yr OnsiteFull Time
1+ YOEClient-facing financial services role requiring 1–3 years' experience, FINRA registrations (SIE, Series 6, 63, 65/66), high school diploma (BA preferred), strong communication and account servicing skills.
Microsoft Office
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
1mo
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Client Service Associate - Argent Wealth Management
Waltham, Massachusetts, United States
HybridFull Time
2+ YOE2+ years in a similar client service role; experience with account onboarding, money movements, cashiering, and custodial partners; strong accuracy, organization, and client communication skills; proficiency with Outlook, Word, Excel, Salesforce, Orion.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion, Schwab, Fidelity
3w
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Tax Experienced Associate, Private Client Services
Boston, Massachusetts, United States
$70k-$95k/yr OnsiteFull Time
1+ YOEBachelor's degree required in accounting/finance/economics/statistics or CPA; 1+ year tax or public accounting experience preferred; proficiency with Microsoft Office and tax software; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep
1mo
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Associate II, Cash Flow & Investor Services
Boston, Massachusetts, United States
$75k-$90k/yr HybridFull Time
3+ YOEBachelor's degree, 3-5 years client service or operations experience in investment management, advanced Excel, Salesforce a plus, strong attention to detail, communication, and process-improvement skills.
Microsoft Excel, Salesforce
2w
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Associate I - Global Fund Services Operations Service Delivery
Boston, Massachusetts, United States
$76k-$106k/yr OnsiteFull Time
3+ YOE3+ years fund servicing/fund accounting experience, strong emotional intelligence, process improvement experience, and effective client listening and questioning skills.
3w
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Audit Senior Associate - Commercial Services
Washington or Boston
$71k-$140k/yr HybridFull Time
2+ YOE2+ years public accounting external audit experience, bachelor's degree (150 credit hours for CPA), CPA strongly preferred or pursuing, engagement management and staff supervision, ability to travel to client sites.
2mo
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Operations Associate
Boston, Massachusetts, United States
$21-$32/hr OnsiteFull Time
3+ YOEManage client onboarding, account maintenance, and custodial requests; collaborate with client service and operations; experience with custodial platforms.
Schwab Advisor Center
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