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7 client accounting services associate jobs at 4 companies in Lexington, NC

1mo
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking and investment solutions; strong communication and technology skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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2d
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Collections/Client Relations Coordinator
Atlanta or Montgomery County or Charlotte or Chester County or Greensboro or Greenville or Miami or Philadelphia or Pittsburgh or Sarasota or Bucks County or West Palm Beach or Wilmington
OnsiteFull Time
Fox Rothschild LLP
Fox Rothschild LLP: National U.S. law firm providing legal services to individuals and businesses.
5+ YOEAssociate degree or equivalent experience required; bachelor's preferred. Requires 5+ years of collections experience, advanced Microsoft Excel skills, strong organization, communication, customer service, and financial accuracy.
3E, ARCS 3G, Microsoft Excel
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2w
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Tax Associate
Reidsville, North Carolina, United States
OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma or equivalent required; accounting or finance degree preferred.
Microsoft Copilot, ChatGPT
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2w
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Tax Associate
Charlotte or Winston-Salem
OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
H&R Block Income Tax Course completion, high school diploma/GED, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
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2w
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Portfolio Management Senior Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Bank of America Private Bank
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
2+ YOERequires 2+ years at a financial institution focused on high-net-worth client service and sales. Investment administration experience desired; bachelor's degree in business, finance, economics, or law preferred.
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5d
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Portfolio Management Senior Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
2+ YOEMinimum 2 years with a financial institution serving high-net-worth clients in service and sales. Investment administration experience desired; bachelor's degree in business, finance, economics, or law desired.
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1d
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Associate Account Manager - Baton Rouge/New Orleans, LA (LA, Baton Rouge)
Baton Rouge or New Orleans or Elkin
FieldFull Time
Prism Medical Products
Prism Medical Products: Privately held home medical supply specialist serving patients and healthcare providers with wound-care, urological, ostomy, and compression supplies.
Training is provided for account management, medical sales, patient orders, referral relationships, territory growth, and client service. The role requires effective communication and follow-through.
GPS
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