38 client accounting services associate jobs at 22 companies in Milton, GA
1mo
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Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOE3+ years client service experience in financial services preferred; BA/BS degree; Series 7 & 66 strongly preferred or willing to obtain; strong client service, communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office, eMoney, Concur
2mo
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Client Associate/Registered Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
Bachelor's degree or job-related experience; strong communication and client service skills; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months; attention to detail and adaptability to technology.
1mo
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Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOE3-5 years client service experience in financial services preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS; strong Excel and PowerPoint skills; experience with eMoney and Concur a plus.
Microsoft Excel, Microsoft PowerPoint, eMoney, Concur
3w
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Registered Client Service Associate
Atlanta, Georgia, United States
OnsiteFull Time
Active Series 7 and applicable Series 63, 65, or 66 licenses; high school diploma or equivalent; strong financial services knowledge, client service, communication, organization, and Microsoft Office skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
4d
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Registered Client Service Associate (Atlanta, GA)
Atlanta, Georgia, United States
OnsiteFull Time
5+ YOEFINRA Series 7 and 63/65 or 66 required, 5+ years as a sales assistant or client service associate, financial product knowledge, MS Office proficiency, confidentiality, and strong organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, DocuSign
1w
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Associate Client Partner- Information Servcies and Publishing
Atlanta or Boston or Chicago
$100k-$187k/yr OnsiteFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years in sales, client, project, or account management, publishing or information services experience, C-level relationship building, proposal leadership, and U.S. work authorization.
AI
3w
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Senior Tax Associate - Private Client Services
Rockville or Atlanta or Austin or Bala Cynwyd or Boston or Charlotte or Chicago or Dallas or Denver or Houston or Los Angeles or New York City or Philadelphia or Phoenix or Portland
$82k-$134k/yr RemoteFull Time
3+ YOEBachelor's degree in accounting, recent accounting-firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Requires corporate, S-Corp, or partnership return experience.
tax software
1mo
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Business Advisory Services Associate
Atlanta, Georgia, United States
OnsiteFull Time
0+ YOEBachelor's degree in MIS, IT, Business, Accounting or related; 0-1 years public accounting experience; aptitude for technical work, project management, client travel, and leadership; CISA development opportunities.
1mo
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Client Services Account Coordinator
Alpharetta, Georgia, United States
$45k/yr OnsiteFull Time
Provide high-level customer service to dealer clients, manage collections outreach, coordinate inventory inspections, maintain documentation, and use Excel and Microsoft Office; Associates degree completed preferred.
Microsoft Excel, Microsoft Office
2mo
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Senior Associate, Transaction Advisory Services
Atlanta, Georgia, United States
OnsiteFull Time
2+ YOEMeets CPA exam eligibility or CPA preferred, minimum 2 years public accounting experience in Quality of Earnings/Transaction Advisory, strong Excel/PowerPoint skills, excellent communication, decision-making, ability to work extra hours and travel to client sites.
Microsoft Excel, Microsoft PowerPoint
1d
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Collections/Client Relations Coordinator
Atlanta or Montgomery County or Charlotte or Chester County or Greensboro or Greenville or Miami or Philadelphia or Pittsburgh or Sarasota or Bucks County or West Palm Beach or Wilmington
OnsiteFull Time
5+ YOEAssociate degree or equivalent experience required; bachelor's preferred. Requires 5+ years of collections experience, advanced Microsoft Excel skills, strong organization, communication, customer service, and financial accuracy.
3E, ARCS 3G, Microsoft Excel
2w
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Tax Associate
Hampton or Douglasville
OnsiteSeasonal, Full Time
Requires H&R Block tax course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED. Accounting or finance degree preferred.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Acworth, Georgia, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
2mo
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Sr Investment Associate
Atlanta, Georgia, United States
OnsiteFull Time
1+ YOE1+ years in financial services (1-3 years typical), knowledge of investment products, strong analytical and communication skills, experience preparing client materials, familiarity with compliance processes and GDWM.
EDS, PIMS, IMS, PAS, REV, DTC, Goals Driven Wealth Management (GDWM)
2w
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Financial Advisor Associate
Atlanta, Georgia, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent required; college degree preferred. Requires 10+ years in financial services, Microsoft Office proficiency, banking product knowledge, regulatory knowledge, communication, analytical, and client service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Nationwide Mortgage Licensing System (NMLS)
19h
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Wealth Planning Associate
Atlanta, Georgia, United States
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years in wealth management, financial planning, trusts and estates, tax, or analytical finance. Requires strong analytical, communication, discretion, and client-service skills.
eMoney, Vanilla, Microsoft Office, Microsoft Excel, Microsoft PowerPoint
2w
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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
3d
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Associate Wealth Advisor, Schwab Wealth Advisory
Orlando or Atlanta
$38-$53/hr OnsiteFull Time
Requires active FINRA Series 7 and Series 66, investment product and market knowledge, and regulatory and client-facing fundamentals. Financial services relationship experience and a bachelor's degree or equivalent are preferred.
1mo
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Part Time (30 Hours) Associate Banker, US 41 & Akers Mill Branch, Atlanta, GA
Atlanta, Georgia, United States
OnsitePart Time
Provide attentive client service, open and service accounts, handle cash and branch operations, use digital banking tools; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
1mo
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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
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