24 client accounting services associate jobs at 6 companies in Lancaster, OH
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J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH
Westerville, Ohio, United States
OnsiteFull Time
Valid Series 7; Series 66 (63/65) or equivalent; SIE; Life and Health Insurance licenses; must obtain within 120 days; client service, wealth planning, risk management, and compliance
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
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
1w
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Tax Associate
Reynoldsburg, Ohio, United States
OnsiteSeasonal, Part Time
High school diploma or equivalent, customer or client service experience, clear communication, problem-solving skills, and comfort with digital tools. No prior tax experience required; training provided.
Copilot, ChatGPT
1w
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Tax Associate
Sunbury or Toledo
OnsiteSeasonal, Full Time
Requires H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED; degree preferred.
Copilot, ChatGPT
2w
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Associate Account Manager
Columbus, Ohio, United States
OnsiteFull Time
1+ YOERequires 1–3 years in account management, customer success, client services, healthcare, logistics, SaaS, or related work, plus strong communication, analytical, problem-solving, and account management skills.
Salesforce, Microsoft Office, Microsoft Excel, Microsoft PowerPoint
1mo
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Associate Financial Advisor
Worthington, Ohio, United States
$75k-$90k/yr OnsiteFull Time
Series 7 and Series 66, active Ohio life & health licenses, some financial services experience, strong client communication, Microsoft Office/Excel comfort; bachelor’s degree preferred; APMA designation preferred.
Microsoft Office, Microsoft Excel
1mo
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Account Manager
Columbus, Ohio, United States
OnsiteFull Time
5+ YOEManage client portfolios, drive revenue growth, prepare estimates, maintain A/R, 5+ years customer service/management experience, associate or bachelor in business or equivalent, Microsoft Office and Asset proficiency.
Asset, Microsoft Windows, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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