28 client accounting services associate jobs at 10 companies in Hampton Bays, NY
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ years experience, client service skills, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce; SIE/Series registrations preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, and client communications; bachelor’s degree preferred and proficiency with Microsoft Office and CRM.
Microsoft Office Suite, CRM
1mo
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Registered Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$45/hr OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment knowledge, strong client service, proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Tax Senior Associate - Private Client Services (PCS)
New York or Iselin or Melville
HybridFull Time
4+ YOEBachelor's degree in accounting or equivalent, 4+ years of public accounting tax compliance experience, and experience preparing U.S. partnership, S-corporation, and individual tax returns.
GoSystems, CCH Axcess
1w
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Tax Senior Associate - Private Client Services (PCS)
New York or Iselin or Melville
$80k-$115k/yr HybridFull Time
4+ YOEBachelor's degree in accounting or equivalent, 4+ years of public accounting tax compliance experience, and US tax return preparation for partnerships, S corporations, and individuals. CPA or enrolled agent preferred.
GoSystems, CCH Axcess
2mo
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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.
2w
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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
2w
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Tax Associate
East Haven, Connecticut, United States
OnsiteFull Time, Seasonal
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 or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
6d
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Partnership Taxation Sr Associate - Asset Management/REIT
Melville or New York City or Edison
$101k-$129k/yr HybridFull Time
2+ YOEBachelor's degree in Accounting, 2–6 years of progressive tax compliance or consulting experience, partnership and individual tax expertise, US GAAP knowledge, client service, analytical, leadership, and communication skills.
1w
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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
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in Business, Finance, or related field; active Series 65, Series 66, or qualifying professional designation; strong business development, communication, organization, and client service skills.
U4, U5
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; active Series 65, Series 66, or qualifying professional designation; 1–3 years investment advisory experience preferred; strong business development and client service skills.
1w
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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.
1w
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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
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