30 client accounting services associate jobs at 10 companies in Monroe, OH
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Director, Client Services (Wealth Management)
Cincinnati, Ohio, United States
HybridFull Time
7+ YOE5+ MgmtAssociates or Bachelor’s in business/finance/economics/accounting; 7+ years client service experience in wealth management/financial services; 5+ years people leadership; project management experience; CRM and portfolio platform knowledge.
Salesforce, Practifi, Addepar, Schwab, Fidelity, Pershing, Microsoft Word, Microsoft Excel, Microsoft Outlook, EOS
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Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
1+ YOEBachelor's degree or equivalent, 1+ year experience, strong communication and organizational skills, client service orientation, proficient with Microsoft Office and CRM, ability to travel to other offices.
Microsoft Office, CRM
3w
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
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Senior Client Solution Specialist
Cincinnati, Ohio, United States
$41k-$69k/yr OnsiteFull Time
4+ YOEAssociate degree or equivalent and 4+ years related experience; experience with client documentation, implementation, and servicing; strong accuracy, communication, and relationship management skills.
2mo
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Trust Associate
Cleveland or Cincinnati
OnsiteFull Time
4+ YOEAssist Trust Officers with account administration, compliance, and client service; manage workflows and financial transactions; collaborate with PM groups.
Excel, Word, Outlook
1w
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Tax Associate
Evendale, Ohio, United States
OnsiteSeasonal, Full Time
High school diploma/GED, completed H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital and AI tools. Accounting or finance degree preferred.
Microsoft Copilot, ChatGPT
1w
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Tax Associate
Florence, Kentucky, United States
OnsiteFull Time, Seasonal
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
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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Wealth Management Trust Associate
Springfield or Cincinnati or Minneapolis
$26-$32/hr OnsiteFull Time
5+ YOEHigh school diploma or equivalent,5+ years client servicing experience,knowledge of trust administration,fiduciary regulations,compliance reporting,strong analytical and communication skills,proficiency with Microsoft Office and EMR-like systems.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3mo
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Relationship and Operations Associate
Blue Ash, Ohio, United States
$60k-$80k/yr OnsiteFull Time
Provide client-facing service and operations support for advisors, process new accounts and transfers, maintain accurate client records, strong MS Office skills and attention to detail required.
Microsoft Office, Microsoft Teams, Microsoft Excel, Microsoft Outlook, Orion, Adobe, Zoom, Salesforce
2w
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Associate Benefits Account Manager
Cincinnati, Ohio, United States
$65k-$75k/yr OnsiteFull Time
Client account management and implementation for group benefits, strong communication, documentation, training, regulatory awareness, and problem-solving skills.
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