231 client accounting services associate jobs at 51 companies in Florida
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
1mo
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Wealth Management Client Services Associate
Peoria or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$21-$25/hr OnsiteFull Time
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook
1mo
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Client Service Associate
Melbourne, Florida, United States
$50k-$65k/yr OnsiteFull Time
Client service experience in financial services, strong communication, critical thinking, attention to detail, confidentiality, ability to coordinate meetings, prepare account paperwork, research and resolve account issues; bachelor’s degree and 2 years relevant experience preferred.
2mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
1mo
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, clerical/account opening skills, customer service, ability to enter trades and maintain client records; FINRA Series 7 and 66 or 63/65 preferred.
2w
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Wealth Management Client Associate
Ponte Vedra Beach or Jacksonville
OnsiteFull Time
Provide client service support to Financial Advisors, ensure timely accurate client materials, learn platform technology, and demonstrate client-centric mindset and strong communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Supports client relationships, processes requests and transactions, onboards and maintains accounts, prepares client materials; requires industry product knowledge, strong communication, organizational and computer skills.
Microsoft Office
1mo
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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
1+ YOEProvide client service and operational support to Financial Advisors; client-centric, detail-oriented, able to learn technology platforms; high school diploma/GED; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute money movement transactions, onboard and maintain client accounts, and educate clients on digital tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
4w
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Registered Client Service Associate (Fort Lauderdale, FL)
Fort Lauderdale, Florida, United States
OnsiteFull Time
FINRA Series 7 and 66 required; bilingual English/Spanish; client service, administrative support, report production, and knowledge of account procedures and regulations.
1mo
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
1mo
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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
1mo
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Associate, Client Service (FL, Miami)
Miami, Florida, United States
OnsiteFull Time
2+ YOE2+ years client service experience in wealth management or financial services; Series 7 and/or 65 or willingness to obtain; advanced Microsoft Office (Excel, PowerPoint, Word); strong communication, organization, and attention to detail.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CRM
1mo
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Associate, Client Relationship Manager
Boca Raton, Florida, United States
$65k-$75k/yr HybridFull Time
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services preferred), Series 65 or 66 required or to be attained, strong attention to detail and client service, Excel and Salesforce proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
2w
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent, 3+ years relevant experience, Series 7 and state securities/IAR registrations (or ability to obtain), life/health & variable contracts (or ability to obtain), strong analytical and computer skills, valid US work authorization.
1mo
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Tax Senior Associate - Private Client Services (PCS)
Coral Gables or Fort Lauderdale or Miami
$80k-$115k/yr HybridFull Time
2+ YOEBachelor's in accounting or equivalent, 2+ years public accounting tax compliance experience, experience preparing US individual/partnership/S-corp returns, CPA or EA preferred, familiarity with GoSystems or CCH Axcess.
GoSystems, CCH Axcess
1mo
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Tax Senior Associate - Private Client Services (PCS)
Miami or Fort Lauderdale
HybridFull Time
2+ YOEBachelor's in Accounting required, 2+ years public accounting tax compliance experience (partnerships, S-corps, individuals); CPA or Enrolled Agent preferred; experience with GoSystems or CCH Axcess; strong communication and critical thinking.
GoSystems, CCH Axcess
2mo
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Senior Client Service Account Associate
Tampa or Chicago
$71k-$107k/yr OnsiteFull Time
3+ YOEMinimum 3 years relevant experience; knowledge of Treasury Services products; strong oral/written communication, time management, judgment, and client partnership skills; flexible hours and familiarity with virtual connectivity tools.
VDI, BlackBerry/Good mobile suite
3d
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Healthcare Tax Services Senior Associate
Miami or Chicago or Austin or Dallas or New York City or Tampa
$73k-$144k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA or eligibility to sit for CPA, and 3+ years of progressive public or corporate accounting experience. Requires tax return, research, communication, and client relationship skills.
FAS 109, FIN 48
1mo
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Senior Audit Associate (Client Service)
Tampa, Florida, United States
OnsiteFull Time
2+ YOEBachelor's in accounting, 2+ years public accounting audit experience, financial-institution audit preferred, proficiency with Microsoft Office and audit engagement software, CPA preferred or CPA-eligible.
Microsoft Office, Engagement, Knowledge Coach
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