31 client accounting services associate jobs at 20 companies in Lockport, NY
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Client Associate (IR licensed) CIBC Wood Gundy
Toronto, Ontario, Canada
$51k-$59k/yr OnsiteFull Time
CIRO-ID investment representative in good standing, brokerage/financial-services experience, strong client engagement and business development skills, proficiency with Salesforce, Microsoft Excel, and Power BI, legally eligible to work in Canada.
Salesforce, Microsoft Excel, Power BI
1mo
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Client Success Associate (Bilingual, French/English)
Canada or Toronto
$68k-$79k/yr HybridFull Time
3+ YOE3+ years client-facing or account management experience, bilingual French/English fluency, strong communication, ownership, data and CRM proficiency, and ability to manage partner programs end-to-end.
Salesforce
1mo
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Senior Client Service Associate, Commercial Agriculture Banking - open to across Canada (268485)
Toronto or Calgary or Langley or Vancouver or Winnipeg or Listowel or Saskatoon
OnsiteFull Time
College degree in finance/accounting or equivalent experience; strong client service, onboarding/KYC/AML knowledge, credit and financial statement familiarity, strong written/verbal skills, and Microsoft Excel proficiency.
Salesforce, Intralink, Microsoft Teams, Microsoft Excel, Microsoft Office
2mo
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Associate Director, Financial Services
New York City or Toronto
$120k-$190k/yr HybridFull Time
6+ YOE6+ years in credit/equity research, banking, risk, or underwriting; bachelor’s in finance/economics/accounting/business; strong financial statement analysis, client-facing skills, and Excel/Word/PowerPoint proficiency; coding a plus.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2mo
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Associate, Institutional Client Credit Management - Global Credit, Global Corporate Banking
Toronto, Ontario, Canada
$90k-$135k/yr OnsiteFull Time
4+ YOEBachelor's degree required, 4+ years financial services experience, strong financial risk analysis/accounting skills, excellent communication, familiarity with RBC CM credit process, and strong PC/internal systems capability.
CCMS
3w
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Asset Management – Senior Client Account Manager – Associate
Toronto, Ontario, Canada
$90k-$140k/yr OnsiteFull Time
Experience in institutional client service at an asset management firm, bachelor’s degree, English/French bilingual, strong communication, risk/control mindset, and excellent organizational skills.
1mo
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Associate, Investment Counsel
Toronto, Ontario, Canada
OnsiteFull Time
2+ YOEUniversity degree in finance/business/economics/accounting, 2+ years financial services experience, strong Microsoft Excel skills (VBA an asset), client service orientation, reconciliation and portfolio administration experience.
Microsoft Excel, VBA
1w
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Institutional Account Associate – Client Management & Analytics (Toronto)
Toronto, Ontario, Canada
OnsiteFull Time
2+ YOEBachelor’s degree or minor in computer, information, or data science, or equivalent technical experience; 2–6 years in financial services or related fields; Excel/VBA, Python, SQL, GitHub, analytical, communication, and problem-solving skills.
Microsoft Excel, VBA, Python, SQL, GitHub
1mo
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Investment Associate
Toronto, Ontario, Canada
$80k-$90k/yr OnsiteFull Time
3+ YOE3+ years financial services experience; client-facing; CIRO registration or eligibility; bachelor’s or master’s in business/accounting/finance or equivalent; Microsoft Office proficiency; Croesus/Salesforce an asset.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft Outlook, Croesus, Salesforce
4w
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Healthcare Audit Senior Associate
Buffalo or Rochester or Batavia
$67k-$73k/yr HybridFull Time
2+ YOECPA or working toward CPA, Bachelor's in Accounting, 2+ years public accounting, healthcare audit experience preferred, strong auditing/US GAAP skills, supervision and client service experience.
1mo
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Financial Operations Associate
Toronto, Ontario, Canada
$40k-$90k/yr HybridFull Time
2+ YOE2-3 years financial operations/back-office experience, strong SAS and Trex proficiency, experience with registered accounts, analytical and client-service skills, ability to investigate and resolve account issues.
SAS, Trex
1mo
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Associate Implementation Consultant - Fund Accounting Focus
Canada or United States or Toronto or Bozeman or Dublin
RemoteFull Time
1+ YOE1+ year experience in philanthropy or SaaS client/customer service, knowledge of nonprofit fund accounting, strong Excel skills, client training ability, travel ~10%, bachelor's preferred.
Foundant, Microsoft Excel
1w
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Institutional Account Associate – Client Management & Analytics (Toronto)
Toronto, Ontario, Canada
OnsiteFull Time
2+ YOEBachelor’s degree or minor in computer, information, or data science, or equivalent technical experience; 2–6 years in financial services or related fields; Excel/VBA, Python, SQL, GitHub, analytical, communication, and problem-solving skills.
Microsoft Excel, VBA, Python, SQL, GitHub
3mo
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Commercial Credit Associate Portfolio Management/Credit Underwriting - Dealer Commercial Services
Buffalo, New York, United States
$86k-$143k/yr HybridFull Time
4+ YOEAnalyzes credit risk for commercial clients, underwrites new requests, monitors portfolios, ensures policy compliance.
Microsoft Office, Excel, Capital IQ, FactSet, Bloomberg
2w
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Account Associate, Executive Risk
Toronto, Ontario, Canada
$53k-$63k/yr HybridFull Time
2+ YOEValid RIBO license or ability to obtain one, plus 2+ years of insurance experience. Requires client service, communication, negotiation, organization, and Microsoft Office and EPIC proficiency.
Microsoft Office, EPIC
2mo
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Senior Associate, Nexus, Investor Delivery - Private Equity
Halifax or Toronto
OnsiteFull Time
0+ YOEDiploma or bachelor's in business preferred or relevant experience; 0-2 years in financial services or client service; proficiency with Microsoft Office/Excel; knowledge of investor services processes is an asset.
Microsoft Office, Microsoft Excel
1w
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Associate, Commercial Banking (Public Sector Group)
Toronto, Ontario, Canada
$69k-$129k/yr OnsiteFull Time
3+ YOERequires 3–5+ years in commercial banking or adjacent finance, financial modeling, research, analysis, due diligence, client service, communication, MS Office, and a related post-secondary degree or equivalent.
Microsoft Office
3d
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Business Solutions Associate
Toronto, Ontario, Canada
$50k-$55k/yr HybridFull Time
2+ YOEAt least 2 years in sales, account management, CRM, client service, or related client-facing work; bilingual French and English; consultative selling, negotiation, relationship management, organization, and accountability skills.
e-Commerce, Card-not-present (CNP), Omnichannel commerce, Payment technologies, Software-as-a-service
1w
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Alternative Ops Transfer Agency, Associate 2
Toronto, Ontario, Canada
$45k-$68k/yr OnsiteFull Time
1+ YOERequires 1–2 years of mutual fund operations experience, financial services experience, strong organization and analytical skills, client service ability, and proficiency in Microsoft Office 365 tools.
Microsoft Office 365, Microsoft Excel, Microsoft PowerPoint, Power BI
2mo
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Senior Associate, Corporate Finance - Due Diligence
Toronto, Ontario, Canada
$70k-$100k/yr OnsiteFull Time
3+ YOECPA designation, 3+ years professional services experience, strong financial statement preparation and GAAP knowledge, transaction/due diligence experience preferred, advanced analytical and modeling skills, client communication skills, travel flexibility.
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