52 client accounting services associate jobs at 23 companies in Morrow, GA
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Senior Associate, Client Relationship Management & Accounting
Atlanta, Georgia, United States
HybridFull Time
4+ YOEBachelor's in Accounting/Finance, 4+ years in family office/private wealth/public accounting/financial services, experience with multi-entity structures, reconciliations, cash management, Sage Intacct and strong Excel and client communication skills.
Sage Intacct, Microsoft Excel
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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Private Wealth Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors including account onboarding, wire transfers, journal entries, householding, and client advocacy; strong client focus and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, WebEx Softphone
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
1mo
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Client Service Associate
Atlanta, Georgia, United States
HybridFull Time
Provide client administration and support for advisory teams; strong communication, organization, confidentiality, analytical skills; proficiency with Microsoft Office, CRM, and portfolio reporting software; must pass background and credit checks.
Microsoft Office Suite, CRM, portfolio reporting software
2mo
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Private Wealth Client Associate
Atlanta or United States
OnsiteFull Time
Client service support for Financial Advisors; account onboarding, wire transfers, journal entries, bannering tasks; strong client focus, attention to detail, ability to learn technology platforms, proficiency with Microsoft Office and Salesforce. High school diploma required; FINRA exams preferred.
Salesforce, WebEx Softphone, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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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
6d
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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
1mo
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
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.
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
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
1w
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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
1w
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Tax Associate
Morrow or Douglasville
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
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)
1w
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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)
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
2mo
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Senior Wealth Strategy Associate
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOESeries 7/66 (for registered CSAs), CFA in progress or obtained, portfolio experience, ideally 3+ years client service experience in finance, bachelor's/master's in finance, strong communication and analytical skills.
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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