21 client accounting services associate jobs at 9 companies in Louisiana
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Registered Client Service Associate
New Orleans, Louisiana, United States
OnsiteFull Time
2+ YOEAssist financial advisors with client service, account maintenance, and admin support; HS diploma, 2+ years industry exp; Series 7/66 or 63/65 licenses.
Microsoft Office
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
2w
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Registered Client Service Associate (Shreveport, LA)
Shreveport, Louisiana, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1+ year securities or related experience preferred. Requires SIE and Series 7; Series 63, 65, or 66 may be required by state. Strong communication, organization, analysis, and customer service skills.
Microsoft Excel, Client Relationship Management (CRM) software, goal planning software
3w
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Tax Associate
Pineville, Louisiana, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, comfort with digital and AI tools, and completion of required tax training.
Copilot, ChatGPT
2w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
3mo
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Associate Wealth Advisor
Baton Rouge, Louisiana, United States
$60k-$75k/yr OnsiteFull Time
1+ YOEBachelor’s degree in Business/Finance; 1-3 years investment advisory; active 66/65 or CFP designation; clean U4/U5; strong client service; ability to manage multiple tasks.
3mo
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Associate Wealth Advisor
Baton Rouge, Louisiana, United States
$60k-$75k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; active Series 66, Series 65, or qualifying professional designation; clean U4/U5 history; strong business development and client service skills.
1mo
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Hiring Event - Part Time Associate Banker New Orleans (30 Hours)
New Orleans, Louisiana, United States
OnsitePart Time
Provide attentive client service, open and service accounts, handle cash devices, and learn banking products and procedures; high school diploma or GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM
1mo
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Associate Account Manager
New Orleans or Denver
$50k-$60k/yr HybridFull Time
0+ YOE0–1+ years client services or digital media experience; bachelor’s preferred; strong communication, analytical skills; Microsoft Excel and Google Workspace proficiency; familiarity with CRM and digital advertising platforms.
Microsoft Excel, Google Workspace, CRM, Adobe Creative Suite
3d
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Associate Account Manager - Baton Rouge/New Orleans, LA (LA, Baton Rouge)
Baton Rouge or New Orleans or Elkin
FieldFull Time
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.
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