25 client accounting services associate jobs at 9 companies in Gilroy, CA
2w
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Registered Client Service Associate
Palo Alto, California, United States
$35k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; execute money movements, onboard accounts, and assist clients with digital tools. Series licenses preferred; strong Microsoft Office skills and client communication required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2w
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Client Service, Associate
Los Altos, California, United States
$85k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree required, Series 65 (or obtain within 6 months), 2+ years client service experience in financial services, strong attention to detail, communication, and discretion.
3w
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Senior Client Service Associate
Campbell, California, United States
$75k-$85k/yr OnsiteFull Time
2+ YOEBachelor's degree preferred,2+ years working with high-net-worth clients (RIA/broker-dealer experience preferred),strong communication,organizational and analytical skills,proficient in Microsoft Office and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Office 365, CRM
3w
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
1mo
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
2+ YOE2+ years relevant experience, bachelor's degree or equivalent, Series 7 and Series 63 or 66 (or willing to obtain within 150 days), client-facing, knowledge of investments/banking/credit, strong communication and analytical skills.
3w
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Private Wealth Management Client Service Associate
Menlo Park, California, United States
$35k-$90k/yr OnsiteFull Time
2+ YOESupport financial advisors, cultivate client relationships, process client requests, onboard accounts; willingness to obtain Series 7 and Series 66/63+65; 2+ years industry experience preferred; HS diploma; strong Microsoft Office skills.
Microsoft Office
1mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA
Santa Clara, California, United States
$29-$40/hr OnsiteFull Time
Valid Series 7 required (or obtained within 60 days); SIE if registered after Oct 1, 2018; Series 66 or 63/65 and Life & Health insurance license must be obtained within 60 days. Client service, operational, compliance, and account servicing skills.
4d
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Tax Associate
San Jose, California, United States
$18-$24/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
12h
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Financial Advisor Associate
Pleasanton, California, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organizational, problem-solving, and client-service skills; U.S. work authorization required.
Financial Planning Specialist (FPS)
2mo
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Senior Associate, Indirect Tax
San Francisco or Santa Clara or Seattle
OnsiteFull Time
3+ YOE3+ years sales and transactions tax experience, bachelor's degree (or advanced tax degree), strong multi-state tax and refund claim knowledge, client service and research skills.
2w
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Sales Executive, Associate Director - Technology (Bay Area)
San Francisco or San Jose
$277k-$318k/yr HybridFull Time
10+ YOE10+ years sales/business development in professional services selling complex technology and managed services to C-level; strong client management, account planning, and industry knowledge (technology/AI).
4w
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Sales Executive - Associate Director, San Francisco
San Francisco or San Jose
$237k-$273k/yr HybridFull Time
10+ YOERequires 10–12+ years of professional services sales or business development, complex solution selling to Fortune 500 executives, strategic account experience, client management, sales strategy, and a bachelor's degree or equivalent.
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