59 client accounting services associate jobs at 21 companies in Marengo, IL
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Client Associate
Northbrook, Illinois, United States
$65k-$85k/yr OnsiteFull Time
5+ YOEIdeally 5+ years client service experience in finance, bachelor's degree preferred, strong communication and analytical skills, team player, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
2mo
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Registered Financial Client Associate
Wheaton, Illinois, United States
$25-$32/hr OnsiteFull Time
2+ YOEBachelor's degree or equivalent experience, 2+ years client service in financial services, Series 7 and Series 63/65 or 66 required, Microsoft Office proficiency, strong communication, discretion, and problem-solving skills.
Microsoft Office
1mo
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Financial Advisory - Client Service Associate
Lincolnshire, Illinois, United States
OnsiteFull Time
Bachelor's degree preferred, strong organizational and communication skills, Microsoft Office proficiency, experience in financial services or client service is a plus, knowledge of SEC/FINRA compliance.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
3w
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Client Service Associate
Naperville, Illinois, United States
$60k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years in wealth management/financial services, leadership experience, strong organization and communication, Microsoft Office proficiency, willingness to obtain industry licenses.
Microsoft Office
1mo
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Wealth Management Client Associate
Oak Brook, Illinois, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service and operational support to Financial Advisors; strong client focus, detail orientation, ability to learn technology platforms; high school diploma required; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Operations Associate
Downers Grove, Illinois, United States
HybridFull Time
Experience with wire processing or cash operations in financial services; high school diploma; detail-oriented, able to work independently and in teams; familiarity with custodian and regulatory procedures.
6d
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Client Advisory Services (CAS) Senior Associate/ Senior Staff Accountant
Lincolnshire or Chicago or Miami or Philippines
$80k-$100k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA eligibility, and at least 3 years of accounting experience including 1 year at senior associate level. Requires strong analytical, communication, project management, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel
2mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL
Glenview, Illinois, United States
$27-$37/hr OnsiteFull Time
Series 7 required (or must be obtained within 120 days); SIE required if registered after Oct 1, 2018; Series 66 (or 63/65) and Life & Health Insurance license must be obtained within 120 days. Role requires client service, account processing, trade support, KYC and compliance adherence.
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
2w
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Managed Payroll Associate - Elevate Solutions Team
Meridian or Rochester or Schaumburg
$19-$27/hr OnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
Bachelor's degree required, customer/client service experience, proficiency with Microsoft Office, strong data accuracy and problem-solving skills; required to attend full Account Manager training.
Microsoft Office
1mo
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Registered Branch Associate - Naperville, IL
Naperville, Illinois, United States
OnsiteFull Time
Ability to support financial advisors, obtain FINRA registrations (Series 7 and 66), meet regulatory requirements, and perform client service, account opening, and investment order execution.
2w
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Tax Associate
Roscoe, Illinois, United States
$14-$18/hr OnsiteSeasonal, Part Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools. No prior tax experience required; training provided.
Copilot, ChatGPT
1w
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Senior Associate Accountant II
Westmont, Illinois, United States
$83k-$97k/yr OnsiteFull Time
5+ YOEBachelor's degree in accounting or finance and at least 5 years of real estate accounting experience. Requires advanced Excel, organizational, analytical, client service, and financial reporting skills.
Microsoft Office Suite, Microsoft Excel, Yardi, MRI
2mo
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Commercial Banking Associate
Lisle, Illinois, United States
$60k-$80k/yr OnsiteFull Time
3+ YOE3+ years processing and closing commercial loans, strong client service and communication, attention to detail, Microsoft Suite proficiency; experience with FIS Horizon and Loan Vantage preferred; bachelor's in business preferred.
Microsoft Suite, FIS Horizon, Loan Vantage
20h
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Strategy& Deals Strategy Senior Associate - Summer/Fall 2027
Rosemont or Chicago or New York City
$77k-$202k/yr OnsiteFull Time
3+ YOECurrent or completed MBA, at least 3 years of experience, and final-year MBA status at application for client service Senior Associate positions. Strong strategy, M&A, financial modeling, and analytical skills required.
AI
1mo
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Associate Relationship Advisor
Lake Forest, Illinois, United States
$100k-$169k/yr OnsiteFull Time
3+ YOE3+ years in asset servicing or relationship management; college degree preferred; knowledge of investments, estate and financial planning, fiduciary practices, and accounting; analytical, negotiation and client communication skills; U.S. work authorization required.
1w
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Associate Financial Representative
Oak Brook, Illinois, United States
$74k-$124k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; Series 7 and Series 63 and 65 or Series 66 licenses; client service, financial advice, sales, communication, and Microsoft Office skills.
Microsoft Office
1w
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Closing Coordinator
Janesville, Wisconsin, United States
$47k-$67k/yr HybridFull Time
0+ YOEAssociate's degree or equivalent education and experience; 0-5 years related experience. Requires closing agent license, notary commission, driver's license, and lending, title insurance, legal document, accounting, and client service knowledge.
Microsoft Office, Webex
1mo
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
4w
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Business Service Rep
Appleton or Beloit
OnsiteFull Time
2+ YOEProvide commercial client support and facilitate loan processes; associates degree or equivalent experience preferred; 2+ years banking experience preferred; proficiency with Microsoft Word, Outlook, Excel; strong communication and multitasking skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel
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