11 client accounting services associate jobs at 5 companies in Maine
1w
Save
Mark Applied
Hide
Registered Client Associate / Client Associate
Portland, Maine, United States
$50k-$77k/yr OnsiteFull Time
Bachelor’s degree or related experience, strong communication, organizational, client service, and technology skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain within 12 months.
ACH
2mo
Save
Mark Applied
Hide
Accounting & Advisory Associate
Yarmouth, Maine, United States
$75k-$90k/yr HybridFull Time
3+ YOE3–7 years public accounting experience (audit/financial statement work preferred). CPA or active CPA candidate preferred. Strong client service, communication, organization, and ability to manage multiple priorities; comfortable with technology.
1mo
Save
Mark Applied
Hide
Client Service Associate- White Pine Wealth Management
Portland, Maine, United States
$100k/yr OnsiteFull Time
Provide white-glove client service, onboard clients, process account maintenance and money movements, maintain accurate client records, and comply with industry rules.
Salesforce, DocuSign, Microsoft Word, Microsoft Excel, Microsoft OneNote, Fidelity
1w
Save
Mark Applied
Hide
Account Manager, Private Client Services
Portland, Maine, United States
$55k-$102k/yr HybridFull Time
3+ YOERequires 3–5 years of insurance service experience, an undergraduate degree or equivalent industry experience, Property & Casualty license, Associate in General Insurance designation, and personal insurance coverage expertise.
Microsoft Office
2w
Save
Mark Applied
Hide
Tax Associate
Portland, Maine, United States
$14-$18/hr OnsiteFull Time, Seasonal
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.
Microsoft Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
Topsham, Maine, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma/GED, 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
2w
Save
Mark Applied
Hide
Tax Associate
Dover-Foxcroft, Maine, United States
$16-$20/hr OnsiteFull Time, Seasonal
Requires high school diploma/GED, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort using digital tools.
Microsoft Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
Ellsworth, Maine, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma/GED, 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
2w
Save
Mark Applied
Hide
Tax Associate
Gorham, Maine, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma/GED, 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
2w
Save
Mark Applied
Hide
Tax Associate
Brunswick or Portland
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools, and completion or enrollment in the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Associate I - Account Management
Portland or Manchester
$65k-$120k/yr HybridFull Time
Requires an active Life and Health license, strong client relationship, communication, analytical, presentation, organization, and time-management skills, plus Microsoft Office proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, agency management systems, web browser software