68 client accounting services associate jobs at 44 companies in Forest Park, IL
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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
1w
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Associate, Client Services (Energy & Infrastructure)
Chicago, Illinois, United States
$65k-$75k/yr HybridFull Time
Bachelor's degree in finance, accounting, or business; financial theory and accounting knowledge; analytical and communication skills; and proficiency in Microsoft Word and Microsoft Excel. U.S. work authorization required.
Microsoft Word, Microsoft Excel
3w
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Client Associate
Chicago, Illinois, United States
$75k-$90k/yr OnsiteFull Time
1+ YOEIdeally Bachelor's degree, 1-3 years client service experience in finance, intention or possession of SIE/Series 7/66 licenses, strong communication, detail-oriented, highly proficient in Microsoft Office and Copilot.
Microsoft Office Suite, Copilot
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Client Associate
Chicago, Illinois, United States
$65k-$85k/yr OnsiteFull Time
3+ YOE3+ years client service experience in finance preferred; bachelor\u0002s degree preferred (accounting/finance); excellent communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office Suite
2d
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Registered Client Associate
Chicago, Illinois, United States
$31-$46/hr OnsiteFull Time
1+ YOERequires 1+ year of brokerage or client services support experience and FINRA Series 7 and 63 or recognized equivalents for immediate registration; customer service and Microsoft Office skills preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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Client Relationship Associate
Chicago, Illinois, United States
HybridFull Time
3+ YOE3-5 years financial services experience preferred; proficiency with Microsoft Outlook/Word/Excel, CRM and portfolio platforms; strong written and verbal business English; Associates or Bachelor's in business preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Practifi, Salesforce, Addepar, Schwab, Fidelity, Pershing, Laserfiche, DocuSign, Adobe, Nitro
2mo
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Client Service Associate
Chicago, Illinois, United States
$80k-$90k/yr OnsiteFull Time
2+ YOEBachelor's degree required, minimum 2+ years client service experience in an RIA or family office, proficiency in Microsoft Suite, Salesforce preferred, strong communication, accuracy, discretion, and knowledge of investment/account administration.
Microsoft Suite, Salesforce
3w
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Registered Client Associate
Chicago, Illinois, United States
$55k-$75k/yr OnsiteFull Time
5+ YOEProvide high-quality client service, onboard and maintain client accounts, process deposits/distributions, perform administrative support; Series 7 and 66 licenses (or willing to obtain), bachelor's preferred, ~5 years client service experience, Microsoft Office proficiency.
Microsoft Office
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Lead Client Servicing Associate
Chicago, Illinois, United States
$60k-$85k/yr OnsiteFull Time
2+ YOEBachelor's in accounting/finance/business,2+ years relevant experience,strong investment accounting and financial statement knowledge,MS Office proficiency,excellent communication,detail orientation,problem solving.
Microsoft Office
3mo
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J.P. Morgan Advisors - Client Service Associate - Chicago, IL
Chicago, Illinois, United States
$27-$38/hr OnsiteFull Time
1+ YOEProvide high-quality client service for deposit accounts; manage transactions; collaborate with advisors and product teams.
Microsoft Office, Proprietary software
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Registered Private Wealth Client Associate
Chicago, Illinois, United States
$25-$45/hr OnsiteFull Time
Holds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced industry knowledge, client service experience, strong communication and discretion, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Financial Client Associate
Wheaton, Illinois, United States
$25-$32/hr OnsiteFull Time
2+ YOEBachelor's degree or equivalent experience, 2+ years client service in financial services, Series 7 and Series 63/65 or 66 required, Microsoft Office proficiency, strong communication, discretion, and problem-solving skills.
Microsoft Office
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Senior Associate - Tax Services
Chicago, Illinois, United States
$75k-$110k/yr HybridFull Time
2+ YOEBachelor's in accounting/finance, 2+ years in client-service tax role, proficiency with QuickBooks Online/ProConnect/CCH Axcess, strong communication and research skills; CPA preferred.
QuickBooks Online, ProConnect, CCH Axcess, Bloomberg
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Financial Advisory - Client Service Associate
Lincolnshire, Illinois, United States
OnsiteFull Time
Bachelor's degree preferred, strong organizational and communication skills, Microsoft Office proficiency, experience in financial services or client service is a plus, knowledge of SEC/FINRA compliance.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
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Client Service Associate
Naperville, Illinois, United States
$60k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years in wealth management/financial services, leadership experience, strong organization and communication, Microsoft Office proficiency, willingness to obtain industry licenses.
Microsoft Office
4w
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Asset & Wealth Management- Chicago- Associate, Client Services - Operations - 9780464
Chicago, Illinois, United States
$82k-$112k/yr OnsiteFull Time
2+ YOEBachelor's in a quantitative field and 2+ years analyzing large data sets, using Alteryx/Tableau/SQL/Data Warehousing/RPA, managing operational risk and KYC compliance, and working with global cross-functional teams.
Alteryx, Tableau, SQL, Data Warehousing, RPA robotics, Defensive Design Methods
1mo
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Client Service Associate II
Chicago, Illinois, United States
$60k-$81k/yr HybridFull Time
1+ YOEBachelor's degree required, 1–3 years financial industry experience, proficiency in Microsoft Suite and Adobe, CRM and custodial portal experience (Charles Schwab/Fidelity) preferred, understands money movement transactions and brokerage account types.
Microsoft Suite, Adobe, CRM, Charles Schwab, Fidelity
1mo
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Client Operations Associate
Downers Grove, Illinois, United States
HybridFull Time
Experience with wire processing or cash operations in financial services; high school diploma; detail-oriented, able to work independently and in teams; familiarity with custodian and regulatory procedures.
1mo
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Associate Director - Accounting Advisory
Chicago, Illinois, United States
$125k-$260k/yr HybridFull Time
10+ YOE10+ years advising commercial companies in financial reporting, operational accounting or transactions; Bachelor’s degree in Accounting/Finance; CPA preferred; professional services experience; strong client relationship, leadership, and technical accounting skills.
1w
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Associate Client Partner- Information Servcies and Publishing
Atlanta or Boston or Chicago
$100k-$187k/yr OnsiteFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years in sales, client, project, or account management, publishing or information services experience, C-level relationship building, proposal leadership, and U.S. work authorization.
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