47 client accounting services associate jobs at 10 companies in Gardner, MA
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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
0+ YOE0-2 years client service experience preferred, Series 7 & 66 strongly preferred or willing to obtain, BA/BS degree, strong client-facing, organizational, and technical skills.
Microsoft PowerPoint
2mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, and use financial platforms; strong communication and attention to detail required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
Client-service focused support for Financial Advisors; high school diploma required; familiarity with investment products and FINRA exams preferred; strong verbal/written communication and Microsoft/CRM skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
1w
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Part-time Registered Client Service Associate - Springfield, MA
Springfield, Massachusetts, United States
$10k-$55k/yr OnsitePart Time
1+ YOEHigh school diploma or equivalent and 1+ year of securities industry or related experience preferred; requires SIE and Series 7, with Series 63, 65, or 66 as required by state.
Microsoft Excel, Client Relationship Management (CRM) software
3mo
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Operations Associate
Boston, Massachusetts, United States
$21-$32/hr OnsiteFull Time
3+ YOEManage client onboarding, account maintenance, and custodial requests; collaborate with client service and operations; experience with custodial platforms.
Schwab Advisor Center
1w
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Tax Associate
Springfield or Troy
$14-$18/hr OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
1w
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Tax Associate
Newburyport or Medford
$16-$20/hr OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, have client-service experience, strong communication and problem-solving skills, digital tool proficiency, and a high school diploma or equivalent.
Microsoft Copilot, ChatGPT
2w
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Associate I - Account Management
Portland or Manchester
$65k-$120k/yr HybridFull Time
Requires an active Life and Health license, strong client relationship, communication, analytical, presentation, organization, and time-management skills, plus Microsoft Office proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, agency management systems, web browser software
2mo
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Part Time (30 Hours) Associate Banker, Coolidge Corner Branch, Brookline, MA
Brookline, Massachusetts, United States
$25-$30/hr OnsitePart Time
Provide attentive client service, open and service accounts, use branch technology (tablet, Chase Mobile App), handle cash devices, high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, tablet, ATM
3d
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Senior Associate Wealth Advisor
Needham, Massachusetts, United States
$125k-$140k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years of financial services experience, CFP or equivalent required, and expertise in financial analysis, investment, risk, tax, estate planning, and client development.
CRM, LinkedIn
3w
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Mail Operations Representative
Newton or Needham
OnsiteFull Time
0.5+ YOEExperience with mail operations, document capture, and client service; associate or bachelor\u0002s preferred; 6 months professional experience preferred; strong attention to detail and problem-solving.
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