38 client accounting services associate jobs at 15 companies in Gaffney, SC
3w
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Associate Director, Client Services - Account Management
Charlotte or Denver or New York
$136k-$205k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years PBM/health plan or benefits consulting experience, Excel and Microsoft Office proficiency, experience with structured/unstructured data, strong communication and multitasking skills, ability to travel up to 25%.
Microsoft Office, Microsoft Excel, SQL
2mo
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Registered Private Wealth Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
Must hold FINRA SIE, Series 7 and Series 66 (63/65 accepted), demonstrate advanced industry knowledge, strong client-service skills, and comfort with technology; High School minimum; Bachelor’s preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Registered Client Service Associate-Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients across channels, onboard and maintain client accounts, process transfers, prepare reports; SIE and Series exams required; HS diploma and ~1 year industry experience preferred.
Client Relationship Management (CRM), Microsoft Excel
2w
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Senior Tax Associate - Private Client Services
Rockville or Atlanta or Austin or Bala Cynwyd or Boston or Charlotte or Chicago or Dallas or Denver or Houston or Los Angeles or New York City or Philadelphia or Phoenix or Portland
$82k-$134k/yr RemoteFull Time
3+ YOEBachelor's degree in accounting, recent accounting-firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Requires corporate, S-Corp, or partnership return experience.
tax software
1mo
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Registered Private Wealth Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (63 or 65 accepted), industry knowledge of investment products, client service experience, strong communication, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Senior Audit Associate (Client Service)
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEBachelor's in accounting or related field, 2+ years public accounting audit experience, CPA preferred/eligible, financial institution audit preferred, proficiency with Microsoft Office, Engagement, and Knowledge Coach.
Microsoft Office, Engagement, Knowledge Coach
1mo
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Copy of Client Account Representative II
Shelby, North Carolina, United States
OnsiteFull Time
5+ YOE5+ years client service or business office experience; high school diploma or GED required; associate degree preferred; strong written and verbal communication, Microsoft Office proficiency, multitasking, organization, and customer-service skills.
Microsoft Office
4w
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Wealth Management Tax Services Senior Associate
Pittsburgh or Charlotte or Philadelphia or Phoenix or New York City
$77k-$214k/yr OnsiteFull Time
2+ YOEBachelor's degree, at least 2 years' experience, eligible to sit for CPA exam in intended state, experience in tax compliance, financial analysis, tax document drafting, and client advisory.
1mo
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Investment Banking Associate II - Environmental Services
Dallas or Chicago or Cleveland or New York City or Charlotte
$82k-$173k/yr OnsiteFull Time
5+ YOEBachelor's in finance-related field, 5+ years investment banking M&A experience (environmental services preferred), SIE/Series 79/63 (or ability to obtain), Excel/PowerPoint proficiency, strong client and leadership skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ
3w
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Associate, Global Client Group (Independent Advisor Group)
Charlotte, North Carolina, United States
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree, 2+ years financial services experience, strong analytical and communication skills, Excel and Access proficiency, and SIE/Series 7/63/66 licenses to be obtained within 12 weeks.
Microsoft Excel, Microsoft Access
3w
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Associate Data Recon Analyst, Advisory Accounting
Fort Mill or Charlotte
$23-$39/hr OnsiteFull Time
1+ YOE1+ years in financial services or operations, advanced Microsoft Excel skills, strong attention to detail, client-focused, SQL and database experience preferred.
Microsoft Excel, SQL
1mo
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Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
High school diploma required (college preferred), strong Microsoft Office skills, client service and detail orientation, ability to prioritize, willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
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Tax Associate
Chesnee or Greenville
OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, have client service experience, strong communication and problem-solving skills, and comfort using digital and AI tools.
Copilot, ChatGPT
2w
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Tax Associate
Fort Mill, South Carolina, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
1w
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Wealth Management Associate
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOERequires 5+ years of relevant work experience, active Series 7 and Series 66 or Series 63 and Series 65 licenses, and strong financial services, client service, organizational, communication, and leadership skills.
Microsoft Excel, MS Office, Microsoft Online
2w
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Associate Analyst, Operations - Performance and Data Recon
Tempe or Fort Mill
$21-$35/hr OnsiteFull Time
1+ YOERequires 1+ year of financial services client-facing or operations experience, strong communication, organization, analytical, problem-solving, and prioritization skills. Bachelor's degree and SIE preferred.
Client Works, Dynamics, NICE, Microsoft Excel, Microsoft Word, Microsoft Office
2w
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Corp Trust Financial Mgmt Analyst 3
Charlotte, North Carolina, United States
$60k-$71k/yr HybridFull Time
2+ YOEAssociate's degree, technical education, or equivalent experience; 2–3 years of related experience; investment, accounting, analytical, mathematical, client service, and Microsoft Excel skills preferred.
Microsoft Excel, Trust Accounting, Bond Accounting
1w
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U.S. Private Bank - Private Banker - Associate
Charlotte, North Carolina, United States
OnsiteFull Time
6+ YOESix-plus years in private banking or financial services, bachelor's degree, Series 7, Series 66, and insurance licenses. Requires sales success, financial expertise, client focus, and strong communication skills.
2mo
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Associate Engagement Manager
Atlanta or Greenville
$100k-$187k/yr OnsiteFull Time
7+ YOEBachelor's degree or equivalent (or equivalent progressive experience), 7+ years experience with sales/relationship/account management in services, strong business development, proposal and client presentation skills, CXO engagement, and industry experience in manufacturing.
1mo
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Commercial Lines Select Business Account Manager - Hybrid or Remote (E.S.T.)
Summersville or Charlotte or Bethesda or West Virginia or Georgia or North Carolina or Maryland or District of Columbia or Florida or Virginia or South Carolina
$47k-$70k/yr HybridFull Time
3+ YOE3+ years client-service or industry experience, P&C insurance license, associate degree (BA/BS preferred), strong communication, Microsoft Office proficiency, ability to manage renewals and proposals.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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