4 client accounting services associate jobs at 4 companies in Muncie, IN
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Client Associate
Carmel, Indiana, United States
OnsiteFull Time
Rockefeller Global Family Office: Private wealth-management division serving high- and ultra-high-net-worth individuals, families, and family offices.
2+ YOEBA/BS degree, 2–5 years of financial-industry client service or equivalent experience preferred, Series 7 and 66 or Series 7, 65, and 63 preferred, and strong Microsoft Office skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur
Shepherd Financial: Provides retirement plan consulting and wealth management services to organizations.
3+ YOE3-5+ years in wealth management or financial services; undergraduate degree preferred; experience with custodians, Redtail CRM, Docusign; strong MS Office; knowledge of investment accounts; ability to manage multiple priorities; compliance with internal policies; start by 8:30 AM.
Redtail CRM, Docusign, Microsoft Office (Word, Excel, PowerPoint), Orion
Indianapolis or Fort Wayne or Chicago or Grand Rapids or Columbus or Oak Brook Terrace
$73k-$144k/yrOnsiteFull Time
Crowe: Global professional services firm providing audit, tax, and consulting.
3+ YOEBachelor’s in Accounting; CPA or eligibility; 3+ years public accounting/tax; experience with ASC 740, FIN 48, multi-state taxation; strong client service and communication.
Full Time (40 Hours) Associate Banker, Tillotson Square Branch, Muncie, IN
Muncie, Indiana, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive branch client service, open and service accounts, handle cash transactions, use digital banking tools, high school diploma or GED, client service experience required.