191 client accounting services associate jobs at 91 companies in Lodi, NJ
1mo
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
3mo
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Associate, Client Accounting [Future Opportunities]
Los Angeles or New York
$70k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years accounting, entertainment experience preferred, strong Excel, detail-oriented, client service skills.
Microsoft Excel, Microsoft Outlook, NetSuite
3mo
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Senior Associate, Client Services
New York, New York, United States
$75k-$85k/yr HybridFull Time
2+ YOEBachelor’s degree required; 2+ years account coordination or client services experience in agency environments preferred; strong organization, communication, financial familiarity, and PM/spreadsheet skills; detail-oriented.
1mo
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
2mo
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Senior Client Services Associate- Treasury Partners
New York, New York, United States
$100k-$115k/yr OnsiteFull Time
3+ YOEBA/BS degree, 3+ years client service experience, Series 7 and 66 required, knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, and Envestnet; strong communication and analytical skills.
Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet
1mo
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Senior Associate, US Client Services
New York City, New York, United States
$100k-$130k/yr OnsiteFull Time
7+ YOE7+ years investor servicing experience in alternative investments; strong communication, organizational skills; proficiency with service provider systems and Microsoft programs; ability to manage transfer agency workflows and train others.
Microsoft SharePoint
2w
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Client Associate
New York City, New York, United States
$70k-$90k/yr OnsiteFull Time
1+ YOERequires a BA/BS, strong client service and organizational skills, Microsoft Office proficiency, and preferably 1–3 years of financial industry client service experience. Series 7 and 66 are preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, Client Relationship Management (CRM) System
2mo
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Client Associate
New York, New York, United States
$70k-$76k/yr OnsiteFull Time
1+ YOEIdeally 1+ years client service experience in finance, series 7 and 66 for registered CAs, Bachelor's preferred (Finance), strong communication, attention to detail, and proficiency in Microsoft Office Suite.
BrassRing, Microsoft Office Suite
2mo
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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
New York, New York, United States
$100k-$130k/yr OnsiteFull Time
5+ YOE5+ years financial services experience with ultra-high net worth clients, bachelor’s degree or equivalent, proficiency with Salesforce and Microsoft Office, knowledge of Fidelity/Schwab custodial platforms preferred.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years experience, SIE/Series 7 & 66 (or ability to obtain), authorized to work without sponsorship, proficient in Microsoft Word/Excel/PowerPoint, client service and trading backup experience.
Charles River, Alladin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Client Associate
New York City, New York, United States
$80k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years experience, SIE/Series 7/66 required or obtainable, proficient in Microsoft Word/Excel/PowerPoint, client service skills, trade execution experience with Charles River/Alladin preferred.
Charles River, Alladin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Associate, Client Success, Sotheby’s Financial Services
New York City, New York, United States
$75k-$105k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years of professional experience, preferably in financial services or an auction house. Requires analytical, financial, communication, client service, and portfolio management skills.
Salesforce, Customer Relationship Management (CRM)
2mo
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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
New York, New York, United States
$100k-$130k/yr OnsiteFull Time
5+ YOE5+ years working with ultra-high net worth clients, bachelor’s degree or equivalent experience, knowledge of multi-custodial platforms, strong communication, attention to detail, and discretion.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3d
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Client Associate
New York City, New York, United States
OnsiteFull Time
1+ YOEAt least 1 year of client-facing or account management experience, strong written communication, autonomy, organization, and ability to learn and explain technical products clearly.
MacBook Pro
2w
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Client Associate - Neuberger Wealth
New York City, New York, United States
$75k-$85k/yr OnsiteFull Time
2+ YOERequires 2+ years of client service or related financial services experience, an undergraduate degree, strong communication and organizational skills, Microsoft Office proficiency, and CRM experience preferred.
Microsoft Office, Salesforce
2mo
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Wealth Senior Client Associate
New York, New York, United States
$76k-$127k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent experience, minimum 2 years financial services client service experience, strong customer service, communication, organizational skills, PC and office software proficiency, knowledge of KYC/AML/BSA processes.
1mo
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ years experience, client service skills, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce; SIE/Series registrations preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
4w
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, and client communications; bachelor’s degree preferred and proficiency with Microsoft Office and CRM.
Microsoft Office Suite, CRM
2mo
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Client Operations Associate
New York City or London or Switzerland or United Arab Emirates or United States or Asia
$65k-$75k/yr HybridFull Time
Proven technical account management experience (ideally in crypto/financial services), understanding of blockchain and digital assets, strong communication, problem-solving, and client-facing skills.
Microsoft Teams, ClearLoop, Multi-Party Computation (MPC)
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