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20 client accounting services associate jobs at 8 companies in Kalamazoo, MI

2w
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Client Associate
Grand Rapids, Michigan, United States
OnsiteFull Time
Rockefeller Global Family Office
Rockefeller Global Family Office: Private wealth-management division serving high- and ultra-high-net-worth individuals, families, and family offices.
2+ YOEBA/BS degree, 2+ years of industry experience preferred, Series 7 and 66 or Series 7, 65, and 63 registrations, strong client service and organizational skills, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur
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3w
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Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEPerform clerical support for financial advisors including account opening, account maintenance, client service, recordkeeping, and administrative tasks; 2 years clerical experience and high school diploma required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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2mo
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Tax Senior Associate - Private Client Services
Ada, Michigan, United States
OnsiteFull Time
EHTC
EHTC: West Michigan full-service CPA firm serving individuals and closely held businesses with accounting, tax, and advisory services.
3+ YOEBachelor's in Accounting (or related), 3+ years public accounting tax experience, experience preparing individual/trust/estate/partnership/S-corp returns, strong technical tax knowledge, research skills, and client communication.
UltraTax, GoRS, CoCounsel, Thomson Reuters
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1mo
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
1+ YOESupports Financial Advisors by providing client service, executing operational tasks, and maintaining regulatory compliance; requires SIE, Series 7 and Series 66 (or 63/65), and 1 year experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3mo
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Audit Senior Associate - Financial Services
Columbus or Chicago or Cleveland or Oak Brook Terrace or Grand Rapids or South Bend or Indianapolis
$71k-$140k/yr HybridFull Time
Crowe
Crowe: Global public accounting, consulting, and technology firm.
2+ YOE2+ years external audit experience; financial services focus; CPA certification in home state preferred; strong leadership and client-facing skills; willing to travel
Audit software
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Tax Associate
Lowell, Michigan, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage tax obligations and financial needs.
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.
Copilot, ChatGPT
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2mo
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Wealth Management Associate
St. Joseph or Grand Rapids
$60k-$70k/yr HybridFull Time
Curi Capital
Curi Capital: SEC-registered investment advisor providing wealth management, investment, and retirement-plan solutions to individuals, families, institutions, and employers.
Undergraduate degree or equivalent experience required; 1-3 years wealth management experience preferred. Strong communication, detail orientation, client service, financial analysis, and willingness to obtain Series 65/CFP.
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1mo
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Commercial Lines Transportation Account Manager
Troy or Brighton or Midland or Grand Rapids or Kalamazoo
HybridFull Time
HUB International
HUB International: Global insurance brokerage providing risk management and financial services.
Manage a $500K+ book, deliver high-touch client service to drive retention, review policies, issue certificates, maintain carrier compliance, identify cross-sell opportunities, and mentor associate account managers.
EPIC
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