1mo
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Senior Associate- Client Accounting Services, Real Estate
Frisco or Philadelphia or Milwaukee or Houston or Madison
HybridFull Time
3+ YOEReal estate accounting experience, 3+ years; Bachelor's in accounting; MS Office; MRI/Yardi preferred; hybrid work option; US work eligibility.
MRI, Yardi, MS Office
1w
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Accounting Associate (CAAS - Healthcare Industry)
Minneapolis or Green Bay or Cedar Rapids or Madison or Milwaukee or Des Moines
$54k-$93k/yr OnsiteFull Time
Bachelor's degree required; accounting/financial experience preferred. Ability to process AP/AR/payroll, complete reconciliations, prepare financial statements, and handle client service tasks.
3w
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Client Service Associate
Waukesha, Wisconsin, United States
OnsiteFull Time
1+ YOEHigh school diploma with ~1 year securities or related experience preferred; proficiency with CRM and Excel; strong communication, organization, client service, and analytical skills; able to process transactions and open accounts.
Client Relationship Management (CRM) software, Microsoft Excel
2mo
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Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
2+ YOEHigh School diploma; 2 years clerical/related industry experience; proficient with MS Office; ability to open and maintain client accounts; strong customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1d
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Securities Services Operations Associate (Hybrid)
Kansas City or St. Louis or Milwaukee or Wilmington
$39k-$57k/yr HybridFull Time
2+ YOE2 years financial services experience or an Associates/Bachelors degree; strong problem solving, communication, attention to detail for processing custody and trust client requests.
1mo
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Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
1mo
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Tax Senior Associate - Advocacy & Controversy
Milwaukee, Wisconsin, United States
$81k-$154k/yr HybridFull Time
3+ YOEEA required; 3–6+ years in tax compliance or advocacy; strong analytical, client-service, and project-management skills; proficient with MS Office.
Microsoft Office
1mo
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Senior Fund Accountant (Fund Administration)
Minneapolis or Orlando or Salt Lake City or Milwaukee or Sacramento or Atlanta or Dallas or King of Prussia
$65k-$113k/yr OnsiteFull Time
2+ YOEMinimum 2 years relevant accounting/financial experience, Bachelor's degree required (or equivalent experience). Experience with month-end close, account reconciliations, financial statements, AP/AR, client service, and supervising associates.
2w
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Commercial Lines Transportation Account Manager
New Berlin, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years insurance or business experience; P&C and/or Health & Life insurance license; strong client service, renewal processing, communication, and Microsoft Office skills; ability to coach associates.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel