50 client accounting services associate jobs at 16 companies in Newburgh, NY
1mo
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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.
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
1mo
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Key Private Bank Client Relationship Associate
Tarrytown, New York, United States
$25-$38/hr HybridFull Time
3+ YOE3 years related experience, bachelor's degree preferred, strong client service and communication, proficiency with Salesforce and Microsoft Office, discretion with sensitive information.
Salesforce, Wealth Direction (WD), Microsoft Office
2mo
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Engagement Manager, Client Transition
Parsippany or Wayne
$86k-$240k/yr OnsiteFull Time
Bachelor's degree required; experience in client services or account management with proven people management; strong technical aptitude, training experience, project and stakeholder management; experience with data/analytics preferred.
6d
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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
1w
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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
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
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
Bronx, New York, United States
$18-$24/hr OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Microsoft Copilot, ChatGPT
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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Associate, NYFS Real Estate
Stamford or Short Hills or New York City
OnsiteFull Time
1+ YOEOne year of corporate tax experience plus a bachelor's degree, J.D., LL.M. in taxation, or master's in taxation; knowledge of corporate taxation, partnerships, consolidations, ASC 740, and client service.
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
2mo
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Personal Lines Senior Associate Account Manager
Roseland, New Jersey, United States
$80k-$100k/yr OnsiteFull Time
High school or bachelor's degree, experience with high-net-worth clients, strong interpersonal and communication skills, Microsoft Office proficiency, ability to multitask, punctual, detail oriented, and able to document in a client management system.
Microsoft Office
2mo
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Tax Office Coordinator / Administrative Manager
Bronxville, New York, United States
$25-$30/hr OnsiteFull Time
High school diploma required; associate's preferred. Prior office/admin experience in tax, accounting or professional services preferred. Strong Microsoft Office skills, basic bookkeeping knowledge, attention to detail, client service, confidentiality, and ability to work overtime during tax season.
Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
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