47 client accounting services associate jobs at 17 companies in Glendale, AZ
2mo
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Client Accounting Services Associate
Phoenix, Arizona, United States
HybridFull Time
Bachelor’s degree preferred; CPA or CMA license preferred but not required; strong ledger knowledge and Microsoft Office proficiency.
Microsoft Office, QuickBooks
1mo
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Client Associate/Registered Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Bachelor's degree or job-related experience, strong verbal/written communication and client service skills, attention to detail, willingness to obtain Series 7 and 66 (or 63/65) licenses within 12 months.
1mo
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Wealth Management Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking offerings, and use technology platforms; SIE/Series7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Registered Client Service Associate
Scottsdale, Arizona, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute transactions, onboard and maintain client accounts, and support digital tool enrollment. Series 7/63/65/66 licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1mo
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Operations Associate - Client Services
Scottsdale, Arizona, United States
$50k-$72k/yr HybridFull Time
2+ YOE2+ years financial services experience, strong operations knowledge (new accounts, cashiering, transfers, maintenance), CRM (Salesforce) experience, bachelor’s degree or equivalent, excellent communication and organizational skills.
Salesforce
4d
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Associate Analyst Client Compensation
Fort Mill or Tempe or Charlotte
$21-$35/hr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years in financial services operations, advanced Microsoft Excel skills, strong communication, organizational, critical-thinking, and process-improvement abilities.
Microsoft Office, Microsoft Excel, Oracle, BETA, Tumbleweed, Salesforce, Lean, Agile, Six Sigma
4d
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Associate Analyst Client Compensation
Fort Mill or Tempe
$21-$35/hr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years in financial services operations. Advanced Excel skills with formulas, macros, and PivotTables; strong communication, organization, critical thinking, and process improvement skills.
Microsoft Office, Microsoft Excel, Oracle, BETA, Tumbleweed, Salesforce, Lean, Agile, Six Sigma
4w
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1834 Wealth Client Exp Spec
Scottsdale, Arizona, United States
$62k-$122k/yr OnsiteFull Time
3+ YOE3–5 years in wealth management or financial services, bachelor’s preferred (or associate +5 years), proficiency in Microsoft Office and CRM (Salesforce), strong communication, analytical and organizational skills.
Salesforce, Microsoft Office
3w
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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.
2mo
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Wealth Operations Senior Associate
Phoenix or Raleigh
OnsiteFull Time
3+ YOE3+ years operations/back office/client service experience in financial services; familiarity with custodian paperwork and account onboarding; strong attention to detail, communication, CRM and Microsoft Office skills.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3mo
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Associate Advisor
Scottsdale, Arizona, United States
$70k-$75k/yr OnsiteFull Time
2+ YOE2+ years in financial services or degree in financial planning; Bachelor's degree; FINRA Series 7 & 65 or willingness to obtain; CRM experience preferred; strong client management skills.
Redtail, LPL ClientWorks
1w
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Tax Associate
Mesa, Arizona, United States
OnsiteSeasonal, Full Time
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.
Copilot, ChatGPT
1w
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Tax Associate
Phoenix, Arizona, United States
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
4w
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AZ Treasury Managment Sales Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Supports TM sales, implementation, and client service; bachelor's degree preferred or equivalent TM/banking experience; strong sales support, reporting, and client communication skills.
5d
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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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Tax Experienced Associate, Business Incentives Group
Phoenix or Denver
$63k-$116k/yr OnsiteFull Time
1+ YOEBachelor's degree required, 1+ year related experience, strong communication, project management, and client service skills; advanced Microsoft Excel preferred.
Microsoft Word, Microsoft Excel
1mo
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Part Time (30 Hours) Associate Banker, Wickenburg Branch, Wickenburg, AZ
Wickenburg, Arizona, United States
OnsitePart Time
Provide attentive client service, open and service accounts, handle cash devices, learn products and procedures; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
1mo
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Registered Associate II
Tempe, Arizona, United States
OnsiteFull Time
3+ YOEClient servicing, account onboarding, trade execution; thorough knowledge of investment products; FINRA SIE, Series 7 and 63/65 or 66 required; college degree preferred; 3+ years client-facing financial services experience preferred; authorized to work in the U.S.
Microsoft Office, Wealthscape, Morningstar Analytics, Thomson ONE
4d
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School Finance Analyst
Chandler, Arizona, United States
OnsiteFull Time
Experience in financial analysis, accounting, or auditing; strong analytical, communication, organizational, and client-service skills. Associate or bachelor's degree preferred.
QuickBooks, Sage Intacct
3mo
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Commercial Loan Documentation Specialist
Phoenix or Shoreview
$22-$28/hr OnsiteFull Time
Associate’s degree or equivalent; focus on accuracy, detail, and client service; ability to manage high-volume, time-sensitive tasks.
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