3 client accounting services associate jobs at 3 companies in Marion, IN
3mo
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Client Service Associate - Wealth Management
Carmel, Indiana, United States
HybridFull Time
3+ YOE3-5+ years in wealth management or financial services; undergraduate degree preferred; experience with custodians, Redtail CRM, Docusign; strong MS Office; knowledge of investment accounts; ability to manage multiple priorities; compliance with internal policies; start by 8:30 AM.
Redtail CRM, Docusign, Microsoft Office (Word, Excel, PowerPoint), Orion
3mo
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Federal Tax Senior Associate
Indianapolis or Fort Wayne or Chicago or Grand Rapids or Columbus or Oak Brook Terrace
$73k-$144k/yr OnsiteFull Time
3+ YOEBachelor’s in Accounting; CPA or eligibility; 3+ years public accounting/tax; experience with ASC 740, FIN 48, multi-state taxation; strong client service and communication.
1mo
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Full Time (40 Hours) Associate Banker, Tillotson Square Branch, Muncie, IN
Muncie, Indiana, United States
OnsiteFull Time
Provide attentive branch client service, open and service accounts, handle cash transactions, use digital banking tools, high school diploma or GED, client service experience required.
Chase Mobile App, Chase.com