30 client accounting services associate jobs at 13 companies in Marlborough, MO
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Client Associate
Clayton, Missouri, United States
OnsiteFull Time
2+ YOE2+ years client service experience in finance preferred; Series 7/66 preferred; bachelor's degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
1mo
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Client Service Associate
Saint Louis, Missouri, United States
$54k-$65k/yr OnsiteFull Time
Provide high-level client service supporting financial planners: coordinate meetings, supervise account activity, prepare and review account paperwork, research and resolve issues; financial services experience and strong attention to detail required.
2mo
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Associate - Client Service
St. Louis, Missouri, United States
OnsiteFull Time
4+ YOE4+ years in financial services with client-facing responsibilities; bachelor’s degree; strong investment, estate, insurance, and cash flow knowledge; CFP/CFA/CPA/JD/MBA preferred; ability to manage priorities and collaborate across teams.
1mo
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Wealth Management Client Associate
St. Louis, Missouri, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, follow procedures, and deliver timely, accurate client materials; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Swansea, Illinois, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service supporting Financial Advisors; high school diploma/GED; ~1 year experience; familiarity with investment products; pursuing or holding SIE/Series licenses preferred; strong communication and computer skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Trust Associate
Clayton, Missouri, United States
OnsiteFull Time
Provide administrative support for trust and investment officers, manage client communications, prepare paperwork, process requests, and perform account research. Requires strong communication, customer service, attention to detail, and Microsoft Office proficiency.
AddVantage trust accounting system, Fidelity custodial system, Microsoft Word, Microsoft Excel
5d
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Tax Associate - Fall 2027
St. Louis or Chesterfield
HybridFull Time
Bachelor's degree in Accounting required; CPA or CPA candidate. Requires analytical, communication, organizational, client service, Microsoft Office, Excel, and Word skills.
Microsoft Office, Microsoft Excel, Microsoft Word
2w
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Tax Associate
Ellisville or Saint Charles
OnsiteSeasonal, Full Time
High school diploma or equivalent; customer or client service experience; strong communication and problem-solving skills; comfort with digital tools, Copilot, and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
1mo
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Senior Wealth Strategy Associate
Clayton or St. Louis or Missouri or Switzerland
$75k-$105k/yr OnsiteFull Time
3+ YOESeries 7 and 66 licenses, 3+ years client service experience in finance preferred, bachelor's or master's in finance/business administration, strong analytical, communication, and interpersonal skills.
3w
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Associate Financial Relationship Advisor
Saint Louis, Missouri, United States
OnsiteFull Time
1+ YOE6+ months client management experience, SIE completed or equivalent, FINRA licensing required soon after hire, client service and sales skills, Microsoft Office proficiency, strong communication and judgment.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3mo
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U.S. Bank - Private Banker - Associate
Clayton, Missouri, United States
OnsiteFull Time
3+ YOEThree+ years in Private Banking or Financial Services; Bachelor's degree; Series 7, 66 and Insurance licenses; proven sales and client-networking skills.
4d
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Resource Management and Scheduling Coordinator
St. Louis, Missouri, United States
OnsiteFull Time
Associate degree in Accounting preferred; public accounting experience is a plus. Requires Microsoft Office proficiency, strong communication, analytical, research, teamwork, client service, and ethical judgment skills.
Practice Management, ProStaff, CCH Suite, Workstream, Client Central, Microsoft Word, Microsoft Excel
1mo
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Practice Manager at Bear Creek Animal Hospital
Wentzville, Missouri, United States
$60k-$70k/yr OnsiteFull Time
Manage practice financials, operations, staffing, compliance, vendor relations, payroll/accounts payable, and client service; high school diploma required; associate degree and Practice Manager Certification preferred.
Microsoft Office
1mo
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National Security Portfolio Manager
St Louis, Missouri, United States
HybridFull Time
2+ YOE3+ MgmtBachelor's/Associate/HS plus progressive management experience (3+ years management, 2+ years account management), proficiency with Microsoft Office and BI tools, strong leadership and client-relationship skills.
Microsoft Office, PowerPoint, Business Intelligence (BI)
3w
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Chubb Customer Center Account Executive
Whitehouse Station or O'Fallon or Phoenix
$55k-$74k/yr OnsiteFull Time
Active property & casualty license (or obtain during training), associate degree or equivalent experience, personal lines experience, Microsoft Word/Excel proficiency, strong client service and communication, multitasking under time constraints.
Microsoft Word, Microsoft Excel
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