10 client accounting services associate jobs at 7 companies in Franklin, TN
5d
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Brokerage Registered Client Service Associate
Brentwood, Tennessee, United States
OnsiteFull Time
Bachelor's degree or equivalent, securities industry or sales assistant experience, securities market and brokerage knowledge, and FINRA SIE, Series 7, and Series 66 licenses required.
Salesforce, Microsoft Office
4d
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Associate
Nashville, Tennessee, United States
OnsiteFull Time
1+ YOEBachelor's degree, strong academics and leadership experience, analytical and communication skills, relationship-building ability, client focus, multitasking skills, and Word and Excel proficiency; 1–2 years of client service experience desired.
Microsoft Word, Microsoft Excel
2w
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Tax Associate
Franklin, Tennessee, United States
OnsiteSeasonal, Part Time
High school diploma/GED, completed H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort using digital and AI tools. Accounting or finance degree preferred.
Copilot, ChatGPT
2w
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Wealth Associate
Brentwood, Tennessee, United States
OnsiteFull Time
Experience in financial planning or wealth management; strong financial planning knowledge, analytical, communication, presentation, organizational, and client service skills; CFP, CFA, or CPA held, in progress, or intended.
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
3w
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Senior Registered Service Associate
Louisville or Nashville
OnsiteFull Time
5+ YOEHigh school diploma or equivalent, active Series 7 and Series 66 or Series 63 and Series 65, and at least 5 years of financial industry experience required. Strong computer, organizational, communication, and client service skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
3w
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Senior Registered Service Associate
Louisville or Nashville
OnsiteFull Time
5+ YOEHigh school diploma required; college degree preferred. Requires 5+ years of industry experience, active Series 7 and Series 66 or Series 63 and Series 65, strong Microsoft Office skills, and client service expertise.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
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Associate - Estate Admin Team
Nashville, Tennessee, United States
OnsiteFull Time
Bachelor's degree, private wealth or private client experience, strong communication and leadership skills, and SIE, Series 7, and Series 63 licenses. Trust and estate services experience preferred.
1mo
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Ultra-High Net Worth PWM Associate
Nashville, Tennessee, United States
OnsiteFull Time
1+ YOEBachelor’s preferred and 1+ years client service or 1–2 years wealth management experience; proficiency in Word and Excel; strong analytical and communication skills; willingness to pursue SIE/Series 7/63 and professional designations.
Microsoft Word, Microsoft Excel
1w
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Account Support Specialist
La Vergne, Tennessee, United States
$55k-$65k/yr OnsiteFull Time
2+ YOEAssociate's degree preferred; 2+ years managing client accounts required and 2+ years in printing, manufacturing, or related business preferred. Requires English proficiency and Microsoft Office Suite competency.
Microsoft Office Suite, computers, phones, photocopiers