37 client accounting services associate jobs at 16 companies in Eureka, MO
2mo
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Accounting Services Associate
St Louis, Missouri, United States
OnsiteFull Time
Accounting or finance education; experience with QuickBooks; strong organizational and client service skills.
QuickBooks, QuickBooks Online, Microsoft Excel, Microsoft Word, Outlook
2w
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Client Associate
Chesterfield, Missouri, United States
OnsiteFull Time
1+ YOE1-3 years client service experience in financial services preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS degree; strong client-facing, communication, organization, and Excel/PowerPoint skills.
Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
2w
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Client Associate
Chesterfield, Missouri, United States
OnsiteFull Time
1+ YOE1-3 years client service experience in financial services preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS degree; strong client-facing, organizational, and communication skills; Microsoft Excel and PowerPoint proficiency; eMoney experience a plus.
Microsoft Excel, PowerPoint, eMoney, Concur
3w
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Client Associate
Clayton, Missouri, United States
OnsiteFull Time
2+ YOE2+ years client service experience in finance preferred; Series 7/66 preferred; bachelor's degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
2w
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Client Service Associate (Family Office)
St. Louis, Missouri, United States
$52k-$60k/yr OnsiteFull Time
1+ YOEProvide high-touch client service, process transactions, reconcile accounts, maintain client data and documentation; bachelor’s degree and/or 1–3 years financial industry experience preferred; strong communication and Excel skills.
Microsoft Office, Microsoft Excel
1mo
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Client Service Associate
Saint Louis, Missouri, United States
$54k-$65k/yr OnsiteFull Time
Provide high-level client service supporting financial planners: coordinate meetings, supervise account activity, prepare and review account paperwork, research and resolve issues; financial services experience and strong attention to detail required.
1mo
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Associate - Client Service
St. Louis, Missouri, United States
OnsiteFull Time
4+ YOE4+ years in financial services with client-facing responsibilities; bachelor’s degree; strong investment, estate, insurance, and cash flow knowledge; CFP/CFA/CPA/JD/MBA preferred; ability to manage priorities and collaborate across teams.
2w
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Wealth Management Client Associate
St. Louis, Missouri, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, follow procedures, and deliver timely, accurate client materials; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
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Wealth Management Client Associate
Swansea, Illinois, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service supporting Financial Advisors; high school diploma/GED; ~1 year experience; familiarity with investment products; pursuing or holding SIE/Series licenses preferred; strong communication and computer skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
7h
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Associate Director, Client & Delivery Excellence
Chesterfield, Missouri, United States
$106k-$124k/yr RemoteFull Time
5+ YOE5+ MgmtBachelor's degree and 5+ years in patient services leadership plus 5+ years in sales, operations, product management, or strategic account management; strong leadership, analytical, communication, and relationship-building skills.
Microsoft Office
3w
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Trust Associate
Clayton, Missouri, United States
OnsiteFull Time
Provide administrative support for trust and investment officers, manage client communications, prepare paperwork, process requests, and perform account research. Requires strong communication, customer service, attention to detail, and Microsoft Office proficiency.
AddVantage trust accounting system, Fidelity custodial system, Microsoft Word, Microsoft Excel
1d
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Tax Associate
Hermann, Missouri, United States
OnsiteSeasonal, Full Time
Requires H&R Block tax course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED.
Copilot, ChatGPT
1d
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Tax Associate
Ellisville or Saint Charles
OnsiteSeasonal, Full Time
High school diploma or equivalent; customer or client service experience; strong communication and problem-solving skills; comfort with digital tools, Copilot, and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
1mo
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Senior Wealth Strategy Associate
Clayton or St. Louis or Missouri or Switzerland
$75k-$105k/yr OnsiteFull Time
3+ YOESeries 7 and 66 licenses, 3+ years client service experience in finance preferred, bachelor's or master's in finance/business administration, strong analytical, communication, and interpersonal skills.
1w
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Part Time (30 Hours) Associate Banker, Market at Olive Branch, Saint Louis, MO
Saint Louis, Missouri, United States
OnsitePart Time
Deliver attentive client service, open and service accounts, use branch technology, handle cash, and learn products; high school diploma/GED required.
Chase Mobile App, Chase.com, ATM
1w
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Associate Financial Relationship Advisor
Saint Louis, Missouri, United States
OnsiteFull Time
1+ YOE6+ months client management experience, SIE completed or equivalent, FINRA licensing required soon after hire, client service and sales skills, Microsoft Office proficiency, strong communication and judgment.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Trust Investment Analyst
Saint Louis, Missouri, United States
OnsiteFull Time
3+ YOEAssociate's degree or equivalent, 3+ years financial services experience, knowledge of fiduciary/regulatory requirements, portfolio management, reporting, and client communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Morningstar, BondWorks, Bloomberg, Factset
2mo
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Chubb Customer Center Account Executive
Whitehouse Station or Phoenix or O Fallon
$55k-$74k/yr OnsiteFull Time
Active Property & Casualty license; Associate degree or equivalent experience; experience in personal lines operations/agency/underwriting/marketing; strong client service and communication; MS Office proficiency; organized, multi-tasking; independent and team-oriented.
Microsoft Office, Word, Excel
3w
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Practice Manager at Bear Creek Animal Hospital
Wentzville, Missouri, United States
$60k-$70k/yr OnsiteFull Time
Manage practice financials, operations, staffing, compliance, vendor relations, payroll/accounts payable, and client service; high school diploma required; associate degree and Practice Manager Certification preferred.
Microsoft Office
1mo
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National Security Portfolio Manager
St Louis, Missouri, United States
HybridFull Time
2+ YOE3+ MgmtBachelor's/Associate/HS plus progressive management experience (3+ years management, 2+ years account management), proficiency with Microsoft Office and BI tools, strong leadership and client-relationship skills.
Microsoft Office, PowerPoint, Business Intelligence (BI)
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