44 client accounting services associate jobs at 20 companies in Naugatuck, CT
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
4w
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Client Associate/Registered Client Associate
Farmington, Connecticut, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; FINRA registrations preferred.
Word Processing Software, Desktop Tools
3w
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, ~1 year experience, client-service skills, familiarity with investment products; SIE/Series 7/66 preferred; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Registered Client Associate
Purchase, New York, United States
$31-$46/hr OnsiteFull Time
1+ YOERequires 1+ year of brokerage or client services support experience and FINRA Series 7 and 63 or recognized equivalents; requires Microsoft Office skills and ongoing regulatory compliance.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3mo
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr HybridFull Time
Provide client service support to Financial Advisors; manage client materials; use MS Office and Salesforce; financial industry knowledge preferred.
Microsoft Word, Excel, PowerPoint, Salesforce
3mo
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Client Service Associate
White Plains, New York, United States
$44k-$66k/yr OnsiteFull Time
2+ YOEClerical/account opening, customer service, MS Office, ability to work with financial advisors.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
1mo
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Private Client Group Support Associate
New Canaan, Connecticut, United States
$31-$36/hr OnsiteFull Time
3+ YOE3+ years commercial banking or client service experience; strong communication, attention to detail, and teamwork; proficiency with Microsoft Office (Excel, Word, PowerPoint); familiarity with HubSpot and CRM systems a plus; bachelor's degree preferred.
CRM, HubSpot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1w
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Tax Experienced Associate, Private Client Services
Stamford, Connecticut, United States
$93k-$95k/yr OnsiteFull Time
1+ YOEBachelor’s degree in accounting, finance, economics, statistics, or another field with CPA certification; one year of relevant experience preferred; Microsoft Office and Adobe Acrobat proficiency required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep
2w
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Associate, Internal Client Support
White Plains, New York, United States
$23-$24/hr OnsiteFull Time
Customer service experience, excellent data entry and communication skills, basic accounting knowledge, attention to detail, and ability to process high transaction volumes accurately using Microsoft applications.
Microsoft applications, Branch Capture, BTE
2mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY
Huntington, New York, United States
$29-$40/hr OnsiteFull Time
Requires Series 7 (or obtain within 120 days), Series 66 (63/65) and Life & Health insurance to be obtained within 120 days; SIE if registered after Oct 1, 2018. Client service, account operations, KYC, compliance, and reporting skills.
3w
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Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President
Greenwich, Connecticut, United States
$100k-$140k/yr HybridFull Time
2+ YOE2+ years client-facing or relationship management experience in financial services; foundational knowledge of structured investments; BD/wealth management experience a plus; Series 7 and 63 preferred; strong communication and organization.
CRM
2mo
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Associate
Stamford, Connecticut, United States
$80k-$86k/yr OnsiteFull Time
1+ YOEBachelor's degree required; strong analytical and communication skills; proficiency in Microsoft Word and Excel; 1+ year client service experience preferred; willingness to participate in a structured development program.
Microsoft Word, Microsoft Excel
2mo
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Associate Manager
New York City or Union or Windsor or Braintree or Jacksonville
$70k-$140k/yr HybridFull Time
6+ YOE2+ MgmtBachelor's in finance/business, 6+ years investor services experience with ≥2 years leadership, strong client relationship, project management, fund structure and regulatory (AML/KYC, FATCA, CRS) knowledge, excellent communication.
Microsoft Office Suite, Microsoft Excel, investor relations software
3mo
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Sales Executive, Financial Services - Associate Director, New York - BCM (New York, NY, US, 10001-8604)
New York or Jericho or Stamford or Hoboken or Iselin
$266k-$306k/yr HybridFull Time
10+ YOE10-12+ years in business development/sales in professional services; strong Financial Services knowledge; proven record selling complex digital/tech/manged services; global account experience; strong client management and networking; Bachelor's degree or equivalent.
Sales tools, CRM, Social media
2w
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Tax Associate
Carmel, New York, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
2w
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Tax Associate
Fishkill, New York, United States
$16-$20/hr OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools including Copilot and ChatGPT, and provide client service.
Copilot, ChatGPT
1mo
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Wealth Management Associate
Purchase, New York, United States
$90k-$130k/yr OnsiteFull Time
Provide exceptional client service supporting financial advisors; strong knowledge of investment products, MS Office (Excel), digital tools, organization and communication skills.
MS Online, MS Office, Microsoft Excel, internet
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in Business, Finance, or related field; active Series 65, Series 66, or qualifying professional designation; strong business development, communication, organization, and client service skills.
U4, U5
2w
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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
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; active Series 65, Series 66, or qualifying professional designation; 1–3 years investment advisory experience preferred; strong business development and client service skills.
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