20 client accounting services associate jobs at 15 companies in Lakeway, TX
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Client Service Associate
Austin, Texas, United States
$60k-$75k/yr OnsiteFull Time
1+ YOEBachelor's degree,1+ years client service or financial support experience,ability to process account paperwork,maintain CRM accuracy,schedule meetings,and support advisors; willingness to obtain Series 65 within one year.
CRM
3w
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Senior Tax Associate - Private Client Services
Rockville or Atlanta or Austin or Bala Cynwyd or Boston or Charlotte or Chicago or Dallas or Denver or Houston or Los Angeles or New York City or Philadelphia or Phoenix or Portland
$82k-$134k/yr RemoteFull Time
3+ YOEBachelor's degree in accounting, recent accounting-firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Requires corporate, S-Corp, or partnership return experience.
tax software
2w
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Healthcare Tax Services Senior Associate
Miami or Chicago or Austin or Dallas or New York City or Tampa
$73k-$144k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA or eligibility to sit for CPA, and 3+ years of progressive public or corporate accounting experience. Requires tax return, research, communication, and client relationship skills.
FAS 109, FIN 48
2w
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Client Success Manager
Austin, Texas, United States
$75k-$80k/yr RemoteFull Time
2+ YOEBachelor's degree or equivalent experience; associate degree also listed. Requires 2–5 years in client success, account, or relationship management, strong communication, technical issue resolution, and travel availability.
CRM
2mo
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Associate, Global Client Group (Traditional Institutional Group)
Charlotte or Austin
HybridFull Time
2+ YOEBachelor's degree required; 2+ years preferred in financial services; strong Excel/Word skills; detail-oriented team player; ability to obtain SIE, Series 7, and Series 63/66 within first 8 weeks.
Microsoft Excel, Microsoft Word, CRM
2w
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Tax Associate
Round Rock, Texas, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and successful completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
2w
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Associate Financial Representative
Austin, Texas, United States
$71k-$118k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7, Series 63 and 65 or Series 66, and 1+ year of direct financial-services client experience. Requires strong communication, service, telephone, PC, and data-input skills.
Microsoft Office
2w
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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
2w
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Associate Financial Representative
Austin, Texas, United States
$71k-$118k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63/65 or 66 licenses, and at least one year of direct financial-services client experience. Requires strong communication and Microsoft Office proficiency.
Microsoft Office
3mo
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Cascadia Capital LLC - Associate, Restructuring
Austin or New York City
$175k-$195k/yr OnsiteFull Time
2+ YOE2-4 years in Restructuring or Special Situations M&A; strong financial modeling; FINRA Series 79 and 63; BA/BS in Finance; good communication and client service.
Excel, Financial Modeling
1d
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Associate, Investor Relations
London or Abu Dhabi or Austin or Beijing or Boston or Chicago or Hong Kong or Munich or Menlo Park or New York City or Seoul or Singapore or Sydney or Tokyo or Toronto
OnsiteFull Time
1+ YOE1–2 years in professional services, preferably investment or wealth management, consulting, accountancy, or banking; quantitative, research, client service, project management, and communication skills; English required and German preferred; university graduate.
Investor Portal, Salesforce, Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint
6d
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Senior Real Estate Associate - Senior Fiduciary Coordinator
Austin or Irving or San Antonio
HybridFull Time
2+ YOERequires 2+ years of administrative or sales support experience. Wealth management, client services, complex transactions, data analysis, communication, organization, and problem-solving skills are preferred.
Credit Analysis Tool (CATools), AFS, Hogan, Tableau
1mo
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Associate, Service - Healthcare (September 2026 Start)
Austin, Texas, United States
$64k-$76k/yr OnsiteFull Time
0+ YOEBachelor's degree,0-3 years client-facing/sales/account experience,strong communication,critical thinking,phone outreach skills,and ability to work flexible hours; receptive to coaching.
3mo
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Account Manager - Valet and Parking Services - Austin Luxury Hotels
Austin, Texas, United States
$75k-$90k/yr RemoteFull Time
2+ YOEManages account performance, financials, and client satisfaction; requires 2+ years experience, associate degree preferred, valid driver’s license, and ability to drive manual transmission.
MS Office, Point-of-sale (POS) systems, Business systems
2w
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Associate Director, Wealth Advisor
Austin, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3–7 years in wealth management or related client-facing financial services, Series 65 license, CRM experience, financial planning knowledge, relationship-building, communication, and follow-through skills.
CRM
2d
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Account Associate, Internal Sales (Austin, TX)
Austin, Texas, United States
$94k-$102k/yr OnsiteFull Time
2+ YOEBachelor’s degree, FINRA Series 7 and 63 licenses or ability to obtain within three months, and 2–3 years of professional experience, preferably in financial services, investment management, sales, or client-facing work.
data analysis, automation tools, artificial intelligence (AI)
3d
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Account Associate, Internal Sales (Austin, TX)
Austin, Texas, United States
$94k-$102k/yr OnsiteFull Time
2+ YOEBachelor's degree, FINRA Series 7 and 63 licenses or ability to obtain them within three months, and 2–3 years of professional experience, preferably in financial services, investment management, sales, or client-facing work.
AI, automation, data analysis
6d
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Associate Account Manager Vrbo
Austin, Texas, United States
$70k-$98k/yr HybridFull Time
2+ YOERequires 2–4 years in account management, sales, or client services, plus strategic thinking, data-driven problem solving, communication, influencing, prioritization, and CRM or BI tool familiarity.
Salesforce, Tableau
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