35 client accounting services associate jobs at 12 companies in Hemet, CA
1w
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Senior Registered Client Associate
Carlsbad, California, United States
$35-$52/hr OnsiteFull Time
2+ YOERequires 2+ years of brokerage and client services support experience or equivalent; FINRA Series 7 and 63 examinations; intermediate Microsoft Office skills; and customer service, organization, and prioritization abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Registered Client Service Associate
Irvine, California, United States
$55k-$73k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and Series 63 or 66 required, proficient in Microsoft Office, strong clerical, customer service and communication skills.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
1d
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J.P. Morgan Wealth Management - Private Client Investment Associate - Palm Springs, CA
Palm Springs, California, United States
$122k-$171k/yr OnsiteFull Time
Active Series 7 required or obtainable within 60 days; Series 66 or 63/65 and Life and Health Insurance licenses required within 60 days. Requires client service, operational, compliance, and relationship-management skills.
1w
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Client Account Executive
Irvine, California, United States
$50k-$71k/yr HybridFull Time
3+ YOERequires 3+ years of marketing agency or client services experience, Microsoft Office proficiency with Excel and PowerPoint, communication, presentation, analytical, organizational, and problem-solving skills. Associate's or bachelor's degree preferred.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint
1w
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Tax Senior Associate
Carlsbad or San Diego
$85k-$110k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA license or progress toward certification, and 3–5 years of public accounting tax experience. Requires strong tax, analytical, client service, leadership, and project management skills.
5d
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Tax Associate
Temecula, California, United States
$16-$20/hr OnsiteSeasonal, Full Time
High school diploma/GED, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
2w
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Treasury Management Associate
Irvine, California, United States
$70k-$80k/yr OnsiteFull Time
3+ YOEHigh school diploma, 3+ years banking/treasury/cash management experience, strong client service and communication, Microsoft Office proficiency, working knowledge of banking regulations and operational procedures.
Microsoft Office
1w
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Associate Financial Advisor
Irvine, California, United States
$75k-$91k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or financial services, sales, or relationship-building background; sales or client management experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
1mo
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Associate Account Managerr
San Juan Capistrano, California, United States
$70k-$80k/yr FieldFull Time
Associate’s or Bachelor’s in business or equivalent experience, 1 year supervisory experience in landscape or service industry, client relationship and sales skills, ability to travel and perform site walkthroughs, computer proficiency.
1mo
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
1d
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Associate Account Executive
Irvine, California, United States
$90k-$125k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years of employee benefits client services experience, analytical and strategic planning skills, Microsoft Office proficiency, travel availability, and US work authorization.
Microsoft Office Suite, Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
1mo
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Account Manager - Commercial Lines
San Marcos, California, United States
$79k-$100k/yr HybridFull Time
6+ YOEAssociate's degree or equivalent, valid insurance license, 6+ years related experience, proficient with Microsoft Office, strong communication and client-service skills.
Microsoft Office
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