16 client accounting services associate jobs at 6 companies in Idaho
4d
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Client Account Services Associate in Boise, Idaho, United States
Boise, Idaho, United States
OnsiteFull Time
4+ YOEHigh school diploma or equivalent and 4+ years of account servicing, sales, customer service, or related financial services experience. Requires financial industry knowledge, client issue resolution, communication, and office software proficiency.
office software applications
1mo
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Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
1+ YOEKnowledge of investment accounting and financial statements, 1+ years relevant experience, bachelor\u0002s in accounting/finance or business, strong Microsoft Office skills, excellent communication and problem-solving.
Microsoft Office
2w
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Lead Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
2+ YOE2+ years finance/accounting experience, bachelor’s in accounting or related field, strong investment accounting knowledge, Microsoft Office proficiency, excellent communication and problem-solving skills.
Microsoft Office
2mo
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Lead Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
2+ YOEBachelor's in accounting/finance, 2+ years relevant experience, strong investment accounting and financial statement knowledge, familiarity with fixed income/equity, Microsoft Office proficiency, excellent communication and documentation skills.
Microsoft Office
1mo
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Lead Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
2+ YOEBachelor's in accounting/finance or business, 2+ years relevant experience, strong investment accounting knowledge, Microsoft Office proficiency, excellent communication, attention to detail, and problem-solving skills.
Microsoft Office
4d
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Client Account Service Associate Senior -Registered in Boise, Idaho, United States
Boise, Idaho, United States
OnsiteFull Time
6+ YOEBachelor's degree and 6+ years of client services, wealth management, relationship management, or related experience. Requires Series 7 and 66 or 63/65, life and health licenses, and advanced wealth management knowledge.
PC
1w
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Managed Payroll Associate - Elevate Solutions Team
Meridian or Rochester or Schaumburg
$19-$27/hr OnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
Bachelor's degree required, customer/client service experience, proficiency with Microsoft Office, strong data accuracy and problem-solving skills; required to attend full Account Manager training.
Microsoft Office
1w
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Tax Associate
Kuna, Idaho, United States
OnsiteSeasonal, Part Time
High school diploma or equivalent; H&R Block Income Tax Course completion; customer service, communication, problem-solving, digital tool, and client recommendation skills.
Copilot, ChatGPT
6d
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Tax Associate
Meridian, Idaho, United States
OnsiteFull Time, Seasonal
Requires high school diploma or equivalent, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
6d
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Tax Associate
Salmon, Idaho, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tools proficiency, and successful completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
6d
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Tax Associate
Rexburg, Idaho, 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.
Copilot, ChatGPT
6d
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Tax Associate
Pocatello, Idaho, 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
4d
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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
1w
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Executive Managed Payroll Associate - Elevate Solutions
Meridian, Idaho, United States
$25-$35/hr OnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
3+ YOEBachelor's degree and 3+ years payroll/service-bureau experience; expert payroll/HCM proficiency, Microsoft Office, strong accuracy, client escalation and communication skills.
HCM, Microsoft Office
1mo
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Associate - Northwest Pinnacle Group - Moscow, Idaho
Moscow, Idaho, United States
$60k-$85k/yr HybridFull Time
Active Series 7 and Series 66 plus resident state life/health/annuities registration; satisfactory background check and fingerprinting; preferred 2+ years in financial services; strong communication and client relationship skills.
1mo
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Associate - Northwest Pinnacle Group - Moscow, Idaho
Moscow, Idaho, United States
$60k-$85k/yr HybridFull Time
Active Series 7 and Series 66 securities registrations plus resident-state life, health, and annuities registration. Requires communication, analytical, client relationship, confidentiality, and collaboration skills; 2+ years in financial services preferred.
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