21 client accounting services associate jobs at 10 companies in Lawrence, MI
2w
Save
Mark Applied
Hide
Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
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
3w
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
Client Service Representative
Mishawaka, Indiana, United States
OnsiteFull Time
Associate degree required, strong PC and Microsoft Office skills, excellent written/verbal communication, problem-solving, ability to manage multiple priorities; CRM experience and 2+ years in financial services preferred.
Microsoft Bookings, Microsoft Teams, Outlook Calendar, Microsoft Word, Microsoft Office Suite, Client Relationship Management (CRM), Schwab, Fidelity, Docusign
3mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Federal Tax Associate (Fall 2027/Winter 2028)
Mishawaka, Indiana, United States
$62k-$74k/yr OnsiteFull Time
Bachelor's in accounting or business, coursework to sit for CPA or licensed JD/Enrolled Agent, strong communication and organizational skills, client service experience preferred.
1w
Save
Mark Applied
Hide
Tax Associate
Jackson or Battle Creek
OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, provide client service, communicate clearly, solve problems, use digital tools, and have a high school diploma or GED.
Copilot, ChatGPT
1w
Save
Mark Applied
Hide
Tax Associate
Mishawaka, Indiana, United States
OnsiteSeasonal, Full Time
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
2mo
Save
Mark Applied
Hide
Wealth Management Associate
St. Joseph or Grand Rapids
$60k-$70k/yr HybridFull Time
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.
2w
Save
Mark Applied
Hide
Part Time (20 Hours) Associate Banker, Downtown Kalamazoo Branch, Kalamazoo, MI,
Kalamazoo, Michigan, United States
OnsitePart Time
Deliver attentive client service, open and service accounts, handle cash devices, and quickly learn products and procedures; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, tablet, ATM
2mo
Save
Mark Applied
Hide
Key Private Bank Team Lead Associate
South Bend or Indianapolis or Toledo
$69k-$105k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, strong client service and organizational skills, knowledge of financial products, credit/fiduciary acumen, Microsoft Office proficiency, BSA/AML understanding, discretion with sensitive information.
Wealth Direction, KeyPad, Salesforce, Microsoft Office
1mo
Save
Mark Applied
Hide
Commercial Lines Transportation Account Manager
Troy or Brighton or Midland or Grand Rapids or Kalamazoo
HybridFull Time
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
Explore Jobs