Maple Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Maple Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Maple Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Maple Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
33 client accounting services associate jobs at 10 companies in Maple Heights, OH
1mo
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Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or equivalent experience, strong verbal and written communication, client service and organizational skills, attention to detail, willingness to obtain FINRA licenses (Series 7 and 66 or 63/65) within 12 months.
2mo
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Client Service Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
5+ YOESeries 7 and 66 licenses, ideally 5+ years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and analytical skills.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel, Infinite Computer Solutions, Aon, KornFerry
4w
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
1mo
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Wealth Management Client Associate
Chagrin Falls, Ohio, United States
OnsiteFull Time
Client service support for financial advisors, strong communication, detail orientation, ability to learn platforms; high school diploma required; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Chagrin Falls, Ohio, United States
OnsiteFull Time
Client-service focused role supporting Financial Advisors; high school diploma/GED required; strong communication, attention to detail, and computer proficiency; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Client Service Operations Specialist
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, and 45+ WPM preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
3mo
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Audit Senior Associate - Financial Services
Columbus or Chicago or Cleveland or Oak Brook Terrace or Grand Rapids or South Bend or Indianapolis
$71k-$140k/yr HybridFull Time
2+ YOE2+ years external audit experience; financial services focus; CPA certification in home state preferred; strong leadership and client-facing skills; willing to travel
Audit software
6d
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Client Service Operations Specialist - Investments
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, multitasking, and 10-key skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
2mo
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Trust Associate
Cleveland or Cincinnati
OnsiteFull Time
4+ YOEAssist Trust Officers with account administration, compliance, and client service; manage workflows and financial transactions; collaborate with PM groups.
Excel, Word, Outlook
1mo
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Investment Banking Associate II - Environmental Services
Dallas or Chicago or Cleveland or New York City or Charlotte
$82k-$173k/yr OnsiteFull Time
5+ YOEBachelor's in finance-related field, 5+ years investment banking M&A experience (environmental services preferred), SIE/Series 79/63 (or ability to obtain), Excel/PowerPoint proficiency, strong client and leadership skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ
2mo
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Associate
Cleveland, Ohio, United States
OnsiteFull Time
1+ YOEBachelor's degree required; strong analytical and communication skills, proficiency with Microsoft Word and Excel, client-focused and detail-oriented. 1-2 years client service experience preferred; firm will sponsor required securities exams.
Microsoft Word, Microsoft Excel
2w
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Tax Associate
Lorain, Ohio, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
2w
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Tax Associate
North Olmsted, Ohio, United States
OnsiteSeasonal, Full Time
No prior tax experience required; must complete the H&R Block Income Tax Course, have client service experience, strong communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
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