7 client accounting services associate jobs at 7 companies in Montevallo, AL
1mo
Save
Mark Applied
Hide
Client Service Associate - NR
Tuscaloosa, Alabama, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years clerical/industry experience, administrative and customer service skills, knowledge of brokerage operations and securities, strong communication and time-management, Microsoft Office proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
Save
Mark Applied
Hide
Client Onboarding Associate
Birmingham, Alabama, United States
OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience in finance, business, or a related field; 1–3 years in financial services or account administration; strong organization, communication, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Envestnet, Advyzon
2w
Save
Mark Applied
Hide
Account Manager- Client Success
Birmingham, Alabama, United States
OnsiteFull Time
2+ YOEAssociate's or bachelor's degree in a related field or equivalent experience; 2+ years in account management, customer success, client services, healthcare, insurance, benefits, or related client-facing work.
Salesforce, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Teams
2w
Save
Mark Applied
Hide
Tax Associate
Birmingham, Alabama, United States
OnsiteFull Time, Seasonal
High school diploma/GED, completion of the H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
3w
Save
Mark Applied
Hide
Financial Advisor Associate
Birmingham, Alabama, 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 and regulatory knowledge, analytical skills, and client service experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Nationwide Mortgage Licensing System (NMLS)
2w
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
1mo
Save
Mark Applied
Hide
Merchant Services Account Executive - Business Banking
Birmingham, Alabama, United States
OnsiteFull Time
0+ YOESelling merchant services to business customers, prospecting and partnering with relationship managers, managing client relationships, knowledge of payment processing, associate degree preferred.