75 client accounting services associate jobs at 20 companies in Michigan
1w
Save
Mark Applied
Hide
Client Associate
Grand Rapids, Michigan, United States
OnsiteFull Time
2+ YOEBA/BS degree, 2+ years of industry experience preferred, Series 7 and 66 or Series 7, 65, and 63 registrations, strong client service and organizational skills, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur
2w
Save
Mark Applied
Hide
Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
2+ YOEPerform clerical support for financial advisors including account opening, account maintenance, client service, recordkeeping, and administrative tasks; 2 years clerical experience and high school diploma required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3w
Save
Mark Applied
Hide
Client Service Associate
Novi, Michigan, United States
OnsiteFull Time
High school diploma, 0–3 months to 1+ years securities or related experience preferred; strong communication, CRM and Microsoft Excel skills; ability to manage multiple priorities and provide client service.
Client Relationship Management (CRM) software, Microsoft Excel
2mo
Save
Mark Applied
Hide
Tax Senior Associate - Private Client Services
Ada, Michigan, United States
OnsiteFull Time
3+ YOEBachelor's in Accounting (or related), 3+ years public accounting tax experience, experience preparing individual/trust/estate/partnership/S-corp returns, strong technical tax knowledge, research skills, and client communication.
UltraTax, GoRS, CoCounsel, Thomson Reuters
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Traverse City, Michigan, United States
OnsiteFull Time
Provides client service support to Financial Advisors, ensures accurate client materials, promotes banking solutions, requires high school diploma/GED, client-centric mindset, strong communication and computer skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Ann Arbor, Michigan, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, follow bank policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Senior Audit Associate (Client Service)
Troy, Michigan, United States
OnsiteFull Time
2+ YOE2+ years public accounting audit experience, bachelor’s in accounting or related field, CPA preferred/CPA-eligible, financial institution audit experience preferred, proficient in audit software and Microsoft Office.
Engagement, Knowledge Coach, Microsoft Office
1w
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Investment Associate - Spring Lake, MI
Spring Lake, Michigan, United States
OnsiteFull Time
Requires active Series 7; Series 66 or 63/65 and Life and Health Insurance licenses within 120 days. SIE required for registrations after October 1, 2018. Strong client service and operational skills.
1mo
Save
Mark Applied
Hide
Client Account Manager
Grand Blanc, Michigan, United States
$50k/yr OnsiteFull Time
2+ YOE2+ years client-facing experience, excellent communication and organizational skills, proficiency with Microsoft Office, CRM experience (Salesforce) a plus, associate's or bachelor's degree preferred.
Microsoft Office, Salesforce
3mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Tax Associate
Detroit, Michigan, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
1mo
Save
Mark Applied
Hide
AT Senior Associate
Traverse City, Michigan, United States
OnsiteFull Time
2+ YOE2+ years tax experience (2-6 yrs preferred), preparing individual/S corp/partnership returns and financial statement reviews, tax research, client service, and staff development; CPA preferred.
2w
Save
Mark Applied
Hide
Tax Associate
Jackson or Battle Creek
OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, provide client service, communicate clearly, solve problems, use digital tools, and have a high school diploma or GED.
Copilot, ChatGPT
1w
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Wealth Management Associate
St. Joseph or Grand Rapids
$60k-$70k/yr HybridFull Time
Undergraduate degree or equivalent experience required; 1-3 years wealth management experience preferred. Strong communication, detail orientation, client service, financial analysis, and willingness to obtain Series 65/CFP.
3mo
Save
Mark Applied
Hide
Account Associate
Troy, Michigan, United States
OnsiteFull Time
Customer service and sales support, order processing, data entry, and client communication skills.
CRM, Excel, Salesforce
1mo
Save
Mark Applied
Hide
Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
1mo
Save
Mark Applied
Hide
Associate Trust Administrator
Farmington Hills or Raleigh
OnsiteFull Time
2+ YOEHigh school diploma required, bachelor’s preferred. 2+ years fiduciary administration or client service experience preferred. Knowledge of trust administration, estate and tax concepts. Strong client service, attention to detail, and communication skills.
2mo
Save
Mark Applied
Hide
Account Associate - State Farm Agent Team Member
Pontiac, Michigan, United States
$40k-$60k/yr OnsiteFull Time
No degree required. Strong organizational, communication, and customer service skills. Previous insurance experience preferred. Bilingual Spanish preferred. Ability to manage accounts, process claims, and maintain client records.
1w
Save
Mark Applied
Hide
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
Explore Jobs
Expand Your Job Search
Top Cities in Michigan for Client Accounting Services Associate
- Client Accounting Services Associate jobs in Detroit, MI
- Client Accounting Services Associate jobs in Grand Rapids, MI
- Client Accounting Services Associate jobs in Warren, MI
- Client Accounting Services Associate jobs in Sterling Heights, MI
- Client Accounting Services Associate jobs in Ann Arbor, MI
- Client Accounting Services Associate jobs in Lansing, MI
- Client Accounting Services Associate jobs in Flint, MI
- Client Accounting Services Associate jobs in Dearborn, MI
- Client Accounting Services Associate jobs in Livonia, MI
- Client Accounting Services Associate jobs in Troy, MI
- Client Accounting Services Associate jobs in Westland, MI
- Client Accounting Services Associate jobs in Farmington Hills, MI
- Client Accounting Services Associate jobs in Kalamazoo, MI
- Client Accounting Services Associate jobs in Wyoming, MI
- Client Accounting Services Associate jobs in Shelby, MI
- Client Accounting Services Associate jobs in Rochester Hills, MI
- Client Accounting Services Associate jobs in Southfield, MI
- Client Accounting Services Associate jobs in Taylor, MI
- Client Accounting Services Associate jobs in Pontiac, MI
- Client Accounting Services Associate jobs in Saint Clair Shores, MI