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18 client accounting services associate jobs at 8 companies in Iowa

2mo
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Institutional Client Services Associate
Iowa or Des Moines or Dubuque
$29-$34/hr OnsiteFull Time
First Community Trust
First Community Trust: Provides investment and trust services for credit union members.
Previous experience with retirement plan (401k/403b) administration, proficiency with CRM (Salesforce) and Microsoft Office, strong communication and attention to detail. ASPPA/CEBS/QPA/CPC/NIPA designations a plus; credit and criminal history check required.
Salesforce, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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2w
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Investment Client Strategy Associate
Independence, Iowa, United States
OnsiteFull Time
BankIowa
BankIowa: Community bank providing personal and commercial financial services.
2+ YOEBachelor's degree in finance, business, economics, or related field; Series 7, 65, and/or 66 licenses; 2–5 years of relevant financial services experience; strong analytical, presentation, organizational, and project management skills.
Microsoft Excel, Microsoft PowerPoint
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2w
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Tax Associate
Indianola, Iowa, United States
OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED. Accounting or finance bachelor's degree preferred.
Copilot, ChatGPT
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1w
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Relationship Associate, Loan Operations
Kansas City or Overland Park or Harrisonville or Nebraska or Colorado or Illinois or Iowa or Kansas or Missouri or South Dakota or Texas or Wyoming
$48k-$79k/yr OnsiteFull Time
First National Bank of Omaha
First National Bank of OmahaOTC Pink: FINN: Provides retail and commercial banking services across the Midwest.
2+ YOERequires 2+ years in banking, strong client service and communication skills, confidentiality, attention to detail, deadline management, and a high school diploma or GED; associate degree preferred.
Commercial deposit Accounts, Employee Banking, Health Savings Account (HSA)
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2w
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Tax Associate
Jefferson, Iowa, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services that combines human expertise with digital innovation.
High school diploma/GED, customer or client service experience, clear communication, problem-solving, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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2w
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Tax Associate
Altoona or Des Moines
OnsiteSeasonal, Full Time
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
High school diploma/GED, completed H&R Block Income Tax Course, customer or client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Microsoft Copilot, ChatGPT
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2w
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Tax Associate
Des Moines, Iowa, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
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
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2w
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Tax Associate
Council Bluffs, Iowa, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma/GED, 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
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2w
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Tax Associate
Marion, Iowa, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
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
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2w
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Tax Associate
Waterloo, Iowa, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma/GED, 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
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2w
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Tax Associate
Waukee or Des Moines
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma/GED, 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
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2w
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Tax Associate
Hawarden, Iowa, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services providing tax assistance and financial products.
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
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2w
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Tax Associate
Johnston, Iowa, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma or equivalent, completion of the H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Microsoft Copilot, ChatGPT
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2w
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Tax Associate
New Hampton, Iowa, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax services providing tax preparation and financial services to individuals and communities.
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
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1w
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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
Cushman & Wakefield
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
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
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5d
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Associate Financial Advisor
West Des Moines, Iowa, United States
$65k-$70k/yr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
3+ YOEBachelor's degree, equivalent experience, or financial services background; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
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2mo
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Account Associate - State Farm Agent Team Member
Oelwein, Iowa, United States
$60k-$80k/yr OnsiteFull Time
Tim Reed State Farm
Tim Reed State Farm: Provides auto, home, life, and health insurance services.
Strong organizational and communication skills; excellent customer service; previous insurance or related experience preferred; comfortable with databases and client-facing sales and service.
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2mo
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Commercial Lines Associate Account Manager
St Cloud or Minnesota or Iowa or North Dakota or South Dakota or Nebraska
$23-$25/hr OnsiteFull Time
North Risk Partners
North Risk Partners: Independent insurance brokerage providing risk management and benefit solutions.
Ability to obtain/maintain property & casualty license; customer service and time-management skills; comfortable with policy administration, certificates, endorsements, audits, and client communication; ability to work independently and virtually.
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