84 client accounting services associate jobs at 30 companies in Napa, CA
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
1mo
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
Client service experience preferred, BA/BS degree, Series 7 & 66 strongly preferred or willing to obtain; strong communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
1mo
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
0+ YOE0-2 years client service experience preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS preferred; strong Microsoft Excel and PowerPoint skills; experience with Concur and eMoney a plus.
Concur, Microsoft Excel, Microsoft PowerPoint, eMoney
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
3+ YOE3+ years related financial services experience, bachelor's degree or equivalent, proven high-touch client service skills, strong organization and analytical ability, proficiency with portfolio/account administration and client reporting.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
3d
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Client Associate
Sacramento, California, United States
$55k-$75k/yr OnsiteFull Time
1+ YOECollege degree in Business, Finance, or Accounting required; 1–3 years of client service experience; Series 7 and 66 licenses required or obtainable within six months; Microsoft Office proficiency.
Microsoft Office Suite
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent,3+ years financial services experience,proven high-touch client service,knowledge of financial markets and accounting,proficient in Excel and reporting,strong communication and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
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Registered Client Associate
San Francisco, California, United States
$31-$46/hr OnsiteFull Time
1+ YOEFINRA Series 7 and 63 (or equivalents) required, 1+ year brokerage/client support experience, customer service and administrative skills, Microsoft Office proficiency, strong communication and prioritization skills.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint
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Client Associate (Hybrid position)
San Francisco, California, United States
$90k-$105k/yr HybridFull Time
Client-focused, detail-oriented candidate with undergraduate degree or equivalent, strong communication, Microsoft Office proficiency, client service and operational skills, ability to multitask and travel as required.
Microsoft Office
3w
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Client Strategy Associate
Napa, California, United States
$65k-$80k/yr RemoteFull Time
3+ YOE3–5 years in client success/account coordination or service delivery, CRM/PSA experience, strong organization, communication, data and workflow-management skills.
3d
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Senior Associate - Private Equity Fund Accounting
San Francisco, California, United States
$70k-$95k/yr HybridFull Time
3+ YOEBachelor’s degree in Accounting or Finance with 3.0 GPA and over 3 years of private equity or related experience. Requires accounting expertise, client service, communication, deadline management, and accuracy.
QuickBooks, Microsoft Outlook, Microsoft Excel, Microsoft Word, Investran, PowerU, MyCampus
1w
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Block Advisors Accounting Specialist
Novato, California, United States
$19-$29/hr OnsiteFull Time
H&R Block: A tax services providing tax preparation and small business financial services.
High school diploma or equivalent; bookkeeping, GAAP, Microsoft Office, accounting software, spreadsheet, database, client service, analytical, communication, and project completion skills. Associate degree preferred.
Microsoft Word, Microsoft Excel, OpenOffice
1w
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Block Advisors Accounting Specialist
Novato, California, United States
$19-$29/hr OnsiteFull Time
High school diploma or equivalent; bookkeeping, accounting, Microsoft Office, spreadsheet, database, and client service experience. Must obtain National Bookkeeping Association bookkeeper and payroll certifications or already hold them.
Microsoft Office, Microsoft Word, Microsoft Excel, OpenOffice, Block Advisors Fulfillment Network
3w
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Sr. Client Service Associate/ Sr. Client Service Manager
Walnut Creek, California, United States
$80k-$120k/yr HybridFull Time
3+ YOE3+ years industry experience for associate (7+ for manager); bachelor’s preferred; Series 7 and 66 (or 63 and 65) for manager; proficiency with Microsoft Office Suite, Salesforce, Workday; strong communication and organizational skills.
Microsoft Office Suite, Salesforce, Workday
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
3+ YOE3-5+ years client service or wealth management operations experience; strong communication, accuracy, account maintenance, onboarding, transfers, and discretion; familiarity with ACH/ACATs/wires and CRM workflows.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
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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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
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Registered Private Wealth Client Associate
San Francisco, California, United States
$25-$45/hr OnsiteFull Time
Holds SIE, Series 7 and Series 66 (63/65 acceptable), high school diploma/GED, strong client service, industry knowledge, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1w
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
Requires knowledge of financial accounts and documents, technology platforms, strong organization, communication, multitasking, teamwork, and experience with DocuSign, Concur, Salesforce, and Black Diamond.
DocuSign, Concur, Salesforce, Black Diamond
2mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
Danville, California, United States
$29-$40/hr OnsiteFull Time
Must obtain/hold Series 7 and Series 66 (or 63/65) and Life & Health Insurance license within 60 days; SIE required if registered after Oct 1, 2018. Role requires client service, account operations, KYC and compliance adherence.
3mo
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Collections/Client Relations Coordinator
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
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