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6 client accounting services associate jobs at 5 companies in Luverne, MN

4w
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Wealth Management Client Associate
Sioux Falls, South Dakota, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
1+ YOEProvide client service support to Financial Advisors, educate clients on banking offerings, ensure timely and accurate client materials; high school diploma/GED and ~1 year experience; SIE/Series 7/66 preferred; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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4w
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Wealth Management Client Associate
Sioux Falls, South Dakota, 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, and promote bank offerings; high school diploma required; SIE/Series exams preferred; strong communication and computer skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2mo
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Trust Associate
Sioux Falls, South Dakota, United States
$55k-$60k/yr OnsiteFull Time
BGM Group, LLC
BGM Group, LLC: A boutique trust and wealth services firm delivering client-focused trust administration and asset management.
3+ YOE3+ years preferred experience in financial services or trust administration; strong organizational, communication, and client-service skills; proficiency with Microsoft Office and trust accounting systems.
Microsoft Office
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3mo
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Tax Senior Associate - Gift Trust and Estate
Sioux Falls, South Dakota, United States
HybridFull Time
Eide Bailly
Eide Bailly: National certified public accounting and business advisory firm.
3+ YOECPA with 3+ years public accounting tax experience, Bachelor's in Accounting, strong communication, multi-tasking, and client service skills.
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2w
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Tax Associate
Hawarden, Iowa, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services providing tax assistance and financial products.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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2w
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Customer Integration Solution Specialist
St. Cloud or Minnetonka or Fargo or Sioux Falls
$28-$43/hr HybridFull Time
Marco Technologies
Marco Technologies: Private U.S. business-technology provider serving organizations with managed IT, cybersecurity, print, voice, cloud, and security services.
2+ YOEAssociate degree or equivalent experience, 2+ years in customer success, technical account management, or client-facing IT support, and experience with REST APIs, troubleshooting, and technical communication.
REST API, ServiceNow, Microsoft Office Suite, CRM, Postman
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