43 client accounting services associate jobs at 10 companies in Kentucky
2mo
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Trust Client Services Associate
Louisville, Kentucky, United States
OnsiteFull Time
Provide client support to wealth advisors; manage accounts; communicate with clients; maintain compliance; proficient with Word/Excel; able to learn trust systems.
Word, Excel
3w
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Registered Client Service Associate
Bowling Green, Kentucky, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Excel/Word/PowerPoint/Outlook, administrative and client service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Client Service Associate
Louisville, Kentucky, United States
OnsiteFull Time
Provide high-touch administrative support to financial advisors, process client transactions, open accounts, use CRM and Microsoft Excel, strong communication, HS diploma required/preferred, securities experience helpful.
Client Relationship Management (CRM) software, Microsoft Excel
3mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking solutions, and support day-to-day team activities; high school diploma/GED required; 1 year experience; client-centric, detail-oriented, tech-savvy.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
3w
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Registered Client Service Associate
Bowling Green, Kentucky, United States
OnsiteFull Time
2+ YOEHigh school diploma, Series 7 and 63 or 66 required, minimum 2 years investment industry experience, administrative skills, proficiency with Microsoft Office, strong communication and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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Client Service Administrator II
Pikeville, Kentucky, United States
OnsiteFull Time
2+ YOEAssociates degree or equivalent plus 2-4 years related experience; knowledge of compliance and accounting; advanced computer skills; customer service experience preferred; subject to credit, drug, and criminal background checks.
5d
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Tax Associate
Barbourville, Kentucky, United States
OnsiteSeasonal, Full Time
High school diploma/GED, completed H&R Block Income Tax Course, client-service experience, strong communication and problem-solving skills, and comfort using digital and AI tools. Accounting or finance degree preferred.
Copilot, ChatGPT
3w
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Senior Tax Associate
Lexington, Kentucky, United States
HybridFull Time
3+ YOECPA eligible or certified,3-6 years public accounting tax experience,supervisory ability,client service and analytical skills,excellent communication,and ability to travel for day trips with minimal overnight travel.
5d
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Tax Associate
Florence, Kentucky, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2d
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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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Senior Registered Service Associate
Louisville or Nashville
OnsiteFull Time
5+ YOEHigh school diploma or equivalent, active Series 7 and Series 66 or Series 63 and Series 65, and at least 5 years of financial industry experience required. Strong computer, organizational, communication, and client service skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1w
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Senior Registered Service Associate
Louisville or Nashville
OnsiteFull Time
5+ YOEHigh school diploma required; college degree preferred. Requires 5+ years of industry experience, active Series 7 and Series 66 or Series 63 and Series 65, strong Microsoft Office skills, and client service expertise.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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