63 client accounting services associate jobs at 20 companies in Gainesville, VA
3w
Save
Mark Applied
Hide
Senior Registered Client Associate
Washington, District of Columbia, United States
$85k-$120k/yr OnsiteFull Time
5+ YOE5+ years in private wealth client associate role supporting UHNW clients; SIE, Series 7 and 66 required; bachelor’s degree preferred; strong attention to detail, discretion, organization, and client-service skills.
AI
1w
Save
Mark Applied
Hide
Registered Client Associate
McLean, Virginia, United States
$31-$46/hr OnsiteFull Time
1+ YOERequires 1+ year brokerage or client services support experience and FINRA Series 7 and 63 or recognized equivalents. Requires intermediate Microsoft Office skills and ongoing regulatory licensing compliance.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1w
Save
Mark Applied
Hide
Registered Client Service Associate
Potomac, Maryland, United States
$35k-$90k/yr OnsiteFull Time
Active Series 7 and applicable Series 63, 65, or 66 registrations; high school diploma or equivalent; strong financial services knowledge, client service, writing, organization, computer, and collaboration skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
Save
Mark Applied
Hide
Private Client Services Tax Senior Associate
Columbia or Tysons Corner
$83k-$95k/yr HybridFull Time
3+ YOEBachelor's in accounting required, 3+ years tax experience, working toward or licensed CPA preferred; MS Tax a plus; strong technical tax, analytical, client service, and leadership skills.
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
Bethesda, Maryland, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking solutions, and ensure operational accuracy while protecting client interests.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
Save
Mark Applied
Hide
Senior Associate, Client Advisory
Potomac, Maryland, United States
$74k-$82k/yr HybridFull Time
1+ YOEBachelor's degree and 1–3+ years in financial management required. Requires analytical, quantitative, problem-solving, client service, communication, Microsoft Office, and Excel skills; investment knowledge preferred.
Microsoft Office, Microsoft Excel
2mo
Save
Mark Applied
Hide
Client Service Associate
Potomac, Maryland, United States
OnsiteFull Time
3+ YOE3+ years in wealth management, tax, or financial services; 2-year degree in business/finance/accounting/tax or equivalent experience; strong communication, attention to detail, compliance record, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics CRM, Schwab Institutional, Black Diamond, eMoney Advisor
1mo
Save
Mark Applied
Hide
Registered Client Service Associate
Fredericksburg, Virginia, United States
$67k-$87k/yr OnsiteFull Time
FINRA SIE, Series 7, and Series 63 required; college degree preferred; experience in financial services or banking preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization, communication, and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
4w
Save
Mark Applied
Hide
Client Services/Operations Associate
Vienna, Virginia, United States
OnsiteFull Time
2+ YOE2+ years relevant experience preferred, strong interpersonal and confidential handling skills, organized with attention to detail, willingness to learn finance operations and ACATs processes.
ACATs
1mo
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Washington, District of Columbia, United States
$27-$45/hr OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, strong client service, investment product knowledge, Microsoft and Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
Save
Mark Applied
Hide
Registered Client Service Associate
Potomac, Maryland, United States
$35k-$90k/yr OnsiteFull Time
2+ YOEActive Series 7 and applicable Series 66, or Series 63 and Series 65 licenses; high school diploma required, college degree preferred, and two or more years of industry experience preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2d
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center
Bethesda, Maryland, United States
$29-$40/hr OnsiteFull Time
Active Series 7 required or obtainable within 60 days; Series 66 (or 63/65), Life and Health Insurance license, and SIE exam may be required. Client service and operational support experience is relevant.
1mo
Save
Mark Applied
Hide
Audit Senior Associate - Commercial Services
Washington or Boston
$71k-$140k/yr HybridFull Time
2+ YOE2+ years public accounting external audit experience, bachelor's degree (150 credit hours for CPA), CPA strongly preferred or pursuing, engagement management and staff supervision, ability to travel to client sites.
1w
Save
Mark Applied
Hide
Tax Associate
Temple Hills, Maryland, United States
$17-$21/hr OnsiteFull Time, Seasonal
Requires high school diploma or equivalent, H&R Block tax course completion, client service experience, communication and problem-solving skills, and comfort with digital tools including AI tools.
Microsoft Copilot, ChatGPT
1w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
(Associate) Investment Officer, Financial Services Solutions & Impact
Washington, District of Columbia, United States
OnsiteFull Time, Contract
4+ YOEMBA or master's degree in finance, 4–7 years of investment or banking experience, strong financial and credit skills, transaction structuring experience, client relationship expertise, leadership skills, English fluency, and extensive travel willingness.
SCDs, CPSDs
3d
Save
Mark Applied
Hide
Member Engagement Associate
Arlington, Virginia, United States
$66k-$70k/yr HybridFull Time
3+ YOEBachelor's degree and three years in client success, account management, sales, or fundraising. Requires executive relationship skills, CRM experience preferred, project management, and Microsoft Office proficiency.
CRM, Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
1w
Save
Mark Applied
Hide
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Denver
Denver or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of client service or financial industry experience required; strong communication, organizational, interpersonal, analytical, and client service skills required.
1w
Save
Mark Applied
Hide
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
Explore Jobs