27 client accounting services associate jobs at 21 companies in Liberty, TX
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Sr. Associate, AfroTech Client Services
Houston, Texas, United States
RemoteContract
3+ YOE3+ years client services or events experience; BS/BA preferred; experience with sponsor/account coordination, Asana and exhibitor systems; strong communication and independent execution skills.
Microsoft Office, Google Suite, Asana, Map Your Show
3w
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Associate, Client Services
Houston, Texas, United States
HybridFull Time
Bachelor’s degree in finance, accounting, or business; U.S. work authorization; financial theory and accounting knowledge; analytical, communication, Word, and Excel skills.
Microsoft Word, Microsoft Excel
2mo
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Client Account Associate
Houston, Texas, United States
OnsiteFull Time
Client outreach on receivables, reconcile outstanding balances, research and resolve billing issues, strong Excel and Microsoft Office skills, preferred bachelor's degree and 1-2 years client service experience.
Microsoft Office Suite, Microsoft Excel
1w
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
1mo
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Client Service Associate
The Woodlands, Texas, United States
OnsiteFull Time
Bachelor's degree required; experience with CRM and Microsoft Office; strong communication, client service, and account analysis skills; Series 7 preferred or ability to obtain within 6 months.
Client Relationship Management (CRM) software, Microsoft Office
2mo
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Registered Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment product knowledge, client service experience, strong communication, Microsoft Office and Salesforce proficiency, high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
3+ YOESenior Client Service Associate in Latin America Private Bank; FINRA Series 7 and 63; SIE; fluent Spanish; 3+ years in investment management; college degree preferred.
FINRA Series 7, FINRA Series 63, SIE, Microsoft Office Suite
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
1mo
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Part Time Client Service Associate
Deer Park, Texas, United States
OnsitePart Time
0.5+ YOEMinimum 6 months banking/finance experience, college coursework preferred, strong written and oral communication, MS Office proficiency, CRM experience, scheduling and client-contact skills.
Microsoft Office, CRM
3w
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Registered Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
1+ YOEFINRA SIE, Series 7 and Series 66 (63/65 accepted), 1+ year experience, strong client service, investment product knowledge, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
20h
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Client Relationship Associate (Energy Lending) - Houston, TX
Houston, Texas, United States
OnsiteFull Time
4+ YOEHigh school diploma or equivalent and 4+ years of banking, loan, deposit, account servicing, or related experience. Requires loan operations, documentation, reporting, compliance, communication, and organizational skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Teams
1mo
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Tax Senior Associate - Private Client Services
Baton Rouge or Lafayette or Houston or New Orleans or Hattiesburg or Shreveport
HybridFull Time
4+ YOEBachelor's in accounting, 4+ years tax compliance/consulting experience, experience with individual/trust/entity returns, CPA or enrolled agent credentials preferred, experience with ProSystems FX/CCH/XCM, strong communication and critical thinking.
ProSystems FX, CCH Engagement, XCM
3mo
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LW - Client Service Associate Manager
Houston, Texas, United States
OnsiteFull Time
10+ YOEOver 10 years in Client Service with leadership experience; proficient with Fidelity/Schwab; MS 365; CRM; Portfolio Accounting; strong organization and communication skills.
Microsoft 365, CRM, Portfolio Accounting System, Document Management Software, Fidelity custodial platforms, Schwab custodial platforms
1w
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Client and Member Success Associate - Bilingual (Spanish) - Houston, TX
Houston or United States
RemoteFull Time
2+ YOEHigh school diploma or GED required; bachelor's degree in business preferred. Requires 2+ years in client services, account management, or customer service, healthcare or employee benefits experience, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
1w
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Client Relationship Specialist III
Houston, Texas, United States
OnsiteFull Time
4+ YOEAssociate degree and 4 years in banking or customer service, or equivalent experience. Requires commercial lending knowledge, loan documentation expertise, Excel and Word experience, and strong analytical and communication skills.
Know Your Customer, Consumer Due Diligence, TouchPoint Sales and Service, Microsoft Excel, Microsoft Word
1mo
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Senior Audit Associate (Client Service)
Houston, Texas, United States
OnsiteFull Time
2+ YOEBachelor's in accounting,2+ years public accounting audit experience,financial institution experience preferred,CPA preferred,proficiency with Microsoft Office,Engagement and Knowledge Coach.
Microsoft Office, Engagement, Knowledge Coach
2w
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Tax Associate
Lumberton, Texas, United States
OnsiteFull Time
Requires completion of the H&R Block Income Tax Course, customer or client service experience, strong communication and problem-solving skills, digital and AI tool proficiency, and a high school diploma or equivalent.
Microsoft Copilot, ChatGPT
2mo
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
5+ YOE5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship.
1mo
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
1mo
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Associate Relationship Advisor
Houston, Texas, United States
OnsiteFull Time
3+ YOE3+ years in asset servicing or relationship management preferred; college degree preferred; knowledge of investments, fiduciary standards, and financial products; strong communication, analytical, and client-service skills; U.S. work authorization required.
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