54 client accounting services associate jobs at 21 companies in Maryland
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Registered Client Associate
Hagerstown, Maryland, United States
$25-$38/hr OnsiteFull Time
1+ YOEBrokerage/client support experience, FINRA Series 7 and 63 (or equivalents) required, background checks, client service, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
1w
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Registered Client Service Associate
Potomac, Maryland, United States
$35k-$90k/yr OnsiteFull Time
Active Series 7 and applicable Series 63, 65, or 66 registrations; high school diploma or equivalent; strong financial services knowledge, client service, writing, organization, computer, and collaboration skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
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Private Client Services Tax Senior Associate
Columbia or Tysons Corner
$83k-$95k/yr HybridFull Time
3+ YOEBachelor's in accounting required, 3+ years tax experience, working toward or licensed CPA preferred; MS Tax a plus; strong technical tax, analytical, client service, and leadership skills.
2w
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Wealth Management Client Associate
Bethesda, Maryland, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking solutions, and ensure operational accuracy while protecting client interests.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Senior Associate, Client Advisory
Potomac, Maryland, United States
$74k-$82k/yr HybridFull Time
1+ YOEBachelor's degree and 1–3+ years in financial management required. Requires analytical, quantitative, problem-solving, client service, communication, Microsoft Office, and Excel skills; investment knowledge preferred.
Microsoft Office, Microsoft Excel
2mo
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Client Service Associate
Potomac, Maryland, United States
OnsiteFull Time
3+ YOE3+ years in wealth management, tax, or financial services; 2-year degree in business/finance/accounting/tax or equivalent experience; strong communication, attention to detail, compliance record, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics CRM, Schwab Institutional, Black Diamond, eMoney Advisor
1w
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Registered Client Service Associate
Potomac, Maryland, United States
$35k-$90k/yr OnsiteFull Time
2+ YOEActive Series 7 and applicable Series 66, or Series 63 and Series 65 licenses; high school diploma required, college degree preferred, and two or more years of industry experience preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
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Brokerage Registered Client Service Associate - Baltimore, Maryland
Baltimore, Maryland, United States
$60k-$75k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; securities industry experience; FINRA SIE, Series 7 and Series 66 licenses; strong telephone, time-management, and Microsoft Office skills; experience with brokerage operations and client servicing.
SalesForce, Microsoft Office
1mo
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Private Client Associate - Hunt Valley, MD
Hunt Valley, Maryland, United States
$60k-$80k/yr OnsiteFull Time
High school diploma; customer service and office skills; Series 7/63 and 65 or 66 preferred or able to obtain within 12 months; proficiency in Microsoft Word, Excel, PowerPoint, Outlook; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2d
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J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center
Bethesda, Maryland, United States
$29-$40/hr OnsiteFull Time
Active Series 7 required or obtainable within 60 days; Series 66 (or 63/65), Life and Health Insurance license, and SIE exam may be required. Client service and operational support experience is relevant.
4d
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Client Funds Accounts Payable Coordinator
Baltimore, Maryland, United States
$19-$22/hr OnsiteFull Time
2+ YOEAssociate's or bachelor's degree preferred; 2+ years in accounts payable, invoicing, bookkeeping, or related finance operations. Requires Excel, Word, Teams, organization, communication, and customer service skills.
Resident Funds Management System (RFMS), Microsoft Excel, Microsoft Word, Microsoft Teams, Sage Intacct
3w
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Relationship and Operations Associate
Cockeysville, Maryland, United States
$55k-$68k/yr OnsiteFull Time
1+ YOEProvide client and advisor support, process account administration, maintain client records, support financial planning, and assist with process improvements; bachelor\u0002s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
3w
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Client Success & Sales Operation Specialist
Easton, Maryland, United States
$50k-$60k/yr OnsiteFull Time
2+ YOEAssociate's or Bachelor's (or equivalent experience),2+ years customer service/inside sales or account support in regulated labs,proficiency with CRM,LIMS/ERP,Microsoft Office,strong written/verbal communication and attention to detail,authorization to work in US.
CRM, LIMS, ERP, Microsoft Office, Microsoft SharePoint
1w
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Tax Associate
Temple Hills, Maryland, United States
$17-$21/hr OnsiteFull Time, Seasonal
Requires high school diploma or equivalent, H&R Block tax course completion, client service experience, communication and problem-solving skills, and comfort with digital tools including AI tools.
Microsoft Copilot, ChatGPT
1w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
1mo
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Housing Services Program Assistant
Baltimore, Maryland, United States
$18-$21/hr OnsiteFull Time
Associate's degree required, valid Maryland driver\u0002s license and personal vehicle required, bookkeeping/accounting experience, QuickBooks and automated system proficiency, strong communication, confidentiality, and client engagement skills.
QuickBooks, E-Verify
3w
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Associate Service Delivery Manager
Gaithersburg, Maryland, United States
OnsiteFull Time
3+ YOE3+ years progressive IT experience; bachelor’s preferred; must manage client accounts, drive renewals/projects, coordinate vendors, and attain CompTIA Project+ within 9 months.
2w
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Account Verification Specialist
Annapolis, Maryland, United States
$19-$22/hr RemoteFull Time
Complete client enrollment and verification; strong attention to detail, verbal/written communication, organized, able to manage multiple tasks; associate degree preferred.
Google Suite, Gmail, Sheets, Docs, Slides
1mo
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Account Manager, Captives
Maryland or Sparks
$52k-$66k/yr HybridFull Time
3+ YOE3+ years captive or commercial P&C insurance experience, Associate's degree or equivalent, active or obtainable P&C license within 90 days, CRM and Microsoft Office proficiency, strong client service and analytical skills.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams
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