18 client accounting services associate jobs at 6 companies in Mount Vernon, WA
4w
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Senior Client Service Associate, Commercial Agriculture Banking - open to across Canada (268485)
Toronto or Calgary or Langley or Vancouver or Winnipeg or Listowel or Saskatoon
OnsiteFull Time
College degree in finance/accounting or equivalent experience; strong client service, onboarding/KYC/AML knowledge, credit and financial statement familiarity, strong written/verbal skills, and Microsoft Excel proficiency.
Salesforce, Intralink, Microsoft Teams, Microsoft Excel, Microsoft Office
2mo
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Sr. Client Service Assoc., National Accounts, Commercial Agriculture Banking - Abbotsford-Temporary (263802)
Abbotsford or Calgary
OnsiteContract, Temporary
Experience in commercial banking/onboarding, KYC/AML, credit support and client servicing; strong written/verbal skills, Excel and Salesforce knowledge; college degree in finance/accounting or equivalent experience preferred.
Salesforce, Intralink, Teams, Microsoft Excel, SDR, e-tracker
3mo
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Senior Associate, Family Office Services
Vancouver or Victoria or Langley or Surrey or Prince George or Kelowna
$135k-$165k/yr OnsiteFull Time
5+ YOECFP credential; 5-10+ years of financial planning experience with high net worth clients; proficient in MS Office and planning software; strong communication, analytical, and multitasking skills.
Financial planning software, Microsoft Office
1w
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Tax Associate
Everett, Washington, United States
$18-$24/hr OnsiteFull Time, Seasonal
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.
Microsoft Copilot, ChatGPT
1w
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Tax Associate
Seattle, Washington, United States
$18-$24/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, 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
1w
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Tax Associate
Seattle, Washington, United States
$18-$24/hr OnsiteFull Time, Seasonal
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.
Microsoft Copilot, ChatGPT
1w
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Tax Associate
Stanwood, Washington, United States
$14-$18/hr 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
1w
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Tax Associate
Lynnwood, Washington, United States
$18-$24/hr OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block tax course or assessment, client service experience, clear communication, problem-solving, digital tool proficiency, and availability for evenings and weekends during tax season.
Microsoft Copilot, ChatGPT
1w
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Tax Associate
Woodinville, Washington, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, H&R Block Income Tax Course completion, 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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Tax Associate
Iuka or Everett
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1w
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Tax Associate
Monroe, Washington, United States
$18-$24/hr 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.
Microsoft Copilot, ChatGPT
1w
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Tax Associate
Arlington, Washington, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, 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
1w
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Tax Associate
Everett, Washington, United States
$18-$24/hr OnsiteSeasonal, Full Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1w
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Tax Associate
Everett, Washington, United States
$14-$18/hr OnsiteSeasonal, Full Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
2w
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Associate Financial Advisor
Edmonds, Washington, United States
$82k-$99k/yr OnsiteFull Time
Bachelor's degree, equivalent experience, or relevant financial services background; sales or client relationship experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
1mo
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Registered Branch Associate - Bothell, WA
Bothell, Washington, United States
OnsiteFull Time
High school diploma required (BA preferred). Series 7 and Series 66 registrations required (may be obtained during study period). FINRA registrations and state insurance licenses required; strong problem solving and client-service skills.
1mo
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Associé en gestion de patrimoine
Victoria, British Columbia, Canada
OnsiteFull Time, Temporary
2+ YOECollege or university diploma, 2 years relevant banking/back-office or finance experience, CCVM and ERCI completed, strong Microsoft Office skills, client service and compliance knowledge.
Microsoft Office
1mo
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Program Assistant
Bellingham, Washington, United States
$20-$23/hr FieldFull Time
Provide nonclinical program support including scheduling, triaging calls, client de-escalation, recordkeeping, client budget management, basic accounting, and computer/MIS operation; valid Washington driver's license required; associate or bachelor's in human services preferred.
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