40 client accounting services associate jobs at 18 companies in Hamden, CT
4w
Save
Mark Applied
Hide
FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
2w
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Farmington, Connecticut, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; FINRA registrations preferred.
Word Processing Software, Desktop Tools
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, ~1 year experience, client-service skills, familiarity with investment products; SIE/Series 7/66 preferred; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr HybridFull Time
Provide client service support to Financial Advisors; manage client materials; use MS Office and Salesforce; financial industry knowledge preferred.
Microsoft Word, Excel, PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Private Client Group Support Associate
New Canaan, Connecticut, United States
$31-$36/hr OnsiteFull Time
3+ YOE3+ years commercial banking or client service experience; strong communication, attention to detail, and teamwork; proficiency with Microsoft Office (Excel, Word, PowerPoint); familiarity with HubSpot and CRM systems a plus; bachelor's degree preferred.
CRM, HubSpot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2mo
Save
Mark Applied
Hide
Private Client Associate - Mystic, CT
Mystic, Connecticut, United States
OnsiteFull Time
0+ YOEHigh school diploma; office experience preferred; securities licensing (Series 7/63/65/66) or ability to obtain within 12 months; excellent customer service; proficient in Word/Excel/PowerPoint/Outlook; team player; detail-oriented; thrives in a fast-paced environment; high ethical standards.
Word, Excel, PowerPoint, Outlook
2mo
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY
Huntington, New York, United States
$29-$40/hr OnsiteFull Time
Requires Series 7 (or obtain within 120 days), Series 66 (63/65) and Life & Health insurance to be obtained within 120 days; SIE if registered after Oct 1, 2018. Client service, account operations, KYC, compliance, and reporting skills.
1w
Save
Mark Applied
Hide
Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President
Greenwich, Connecticut, United States
$100k-$140k/yr HybridFull Time
2+ YOE2+ years client-facing or relationship management experience in financial services; foundational knowledge of structured investments; BD/wealth management experience a plus; Series 7 and 63 preferred; strong communication and organization.
CRM
2mo
Save
Mark Applied
Hide
Associate
Stamford, Connecticut, United States
$80k-$86k/yr OnsiteFull Time
1+ YOEBachelor's degree required; strong analytical and communication skills; proficiency in Microsoft Word and Excel; 1+ year client service experience preferred; willingness to participate in a structured development program.
Microsoft Word, Microsoft Excel
1mo
Save
Mark Applied
Hide
Associate Manager
New York City or Union or Windsor or Braintree or Jacksonville
$70k-$140k/yr HybridFull Time
6+ YOE2+ MgmtBachelor's in finance/business, 6+ years investor services experience with ≥2 years leadership, strong client relationship, project management, fund structure and regulatory (AML/KYC, FATCA, CRS) knowledge, excellent communication.
Microsoft Office Suite, Microsoft Excel, investor relations software
2mo
Save
Mark Applied
Hide
Sales Executive, Financial Services - Associate Director, New York - BCM (New York, NY, US, 10001-8604)
New York or Jericho or Stamford or Hoboken or Iselin
$266k-$306k/yr HybridFull Time
10+ YOE10-12+ years in business development/sales in professional services; strong Financial Services knowledge; proven record selling complex digital/tech/manged services; global account experience; strong client management and networking; Bachelor's degree or equivalent.
Sales tools, CRM, Social media
3d
Save
Mark Applied
Hide
Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate
New York City or Melville or Miami or United States or Florham Park
$77k-$214k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years of experience, and eligibility to sit for the CPA exam in the intended state. Requires tax compliance, financial analysis, tax research, document preparation, and client relationship skills.
H-1B
4d
Save
Mark Applied
Hide
Tax Associate
Carmel, New York, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
1w
Save
Mark Applied
Hide
Associate, NYFS Real Estate
Stamford or Short Hills or New York City
OnsiteFull Time
1+ YOEOne year of corporate tax experience plus a bachelor's degree, J.D., LL.M. in taxation, or master's in taxation; knowledge of corporate taxation, partnerships, consolidations, ASC 740, and client service.
1d
Save
Mark Applied
Hide
Associate Financial Representative
Melville, New York, United States
$74k-$124k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63/65 or 66 licenses, and at least one year of direct financial services client experience. Strong communication and service skills required.
Microsoft Office
3w
Save
Mark Applied
Hide
Wealth Management Associate
Purchase, New York, United States
$90k-$130k/yr OnsiteFull Time
Provide exceptional client service supporting financial advisors; strong knowledge of investment products, MS Office (Excel), digital tools, organization and communication skills.
MS Online, MS Office, Microsoft Excel, internet
1d
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
18h
Save
Mark Applied
Hide
Entry-Level Wealth Management Associate
Smithtown, New York, United States
$90k/yr OnsiteFull Time
0+ YOERequires 0–2 years of financial services experience, strong communication and collaboration skills, interest in client relationship building, market research, financial strategy, and continuous learning.
1d
Save
Mark Applied
Hide
Associate Financial Representative
Melville, New York, United States
$74k-$124k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7, Series 63 and 65 or Series 66, and at least one year of direct financial services client experience. Requires strong communication and Microsoft Office skills.
Microsoft Office
1mo
Save
Mark Applied
Hide
Benefits Account Manager
Farmington, Connecticut, United States
$70k-$75k/yr HybridFull Time
2+ YOE2+ years office experience (2–4 preferred), benefits/HR or client service background preferred; Associate's or Bachelor's preferred; proficiency with BenefitPoint, ImageRight, SharePoint, Employee Navigator, Microsoft Outlook/Word/Excel; must obtain Accident, Health & Life Producer license within 90 days.
BenefitPoint, ImageRight, SharePoint, Employee Navigator, Microsoft Outlook, Microsoft Word, Microsoft Excel
Explore Jobs
Expand Your Job Search
Top Cities Near Hamden for Client Accounting Services Associate
- Client Accounting Services Associate jobs in Bridgeport, CT
- Client Accounting Services Associate jobs in New Haven, CT
- Client Accounting Services Associate jobs in Stamford, CT
- Client Accounting Services Associate jobs in Hartford, CT
- Client Accounting Services Associate jobs in Waterbury, CT
- Client Accounting Services Associate jobs in Norwalk, CT
- Client Accounting Services Associate jobs in Danbury, CT
- Client Accounting Services Associate jobs in New Britain, CT
- Client Accounting Services Associate jobs in West Hartford, CT
- Client Accounting Services Associate jobs in Bristol, CT
- Client Accounting Services Associate jobs in Meriden, CT
- Client Accounting Services Associate jobs in Fairfield, CT
- Client Accounting Services Associate jobs in West Haven, CT
- Client Accounting Services Associate jobs in Milford, CT
- Client Accounting Services Associate jobs in Stratford, CT
- Client Accounting Services Associate jobs in East Hartford, CT
- Client Accounting Services Associate jobs in Middletown, CT
- Client Accounting Services Associate jobs in Enfield, CT
- Client Accounting Services Associate jobs in Shelton, CT
- Client Accounting Services Associate jobs in Norwich, CT