65 client accounting services associate jobs at 36 companies in Newton, MA
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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
2w
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Client Services Associate
Boston, Massachusetts, United States
$20-$30/hr HybridFull Time
0+ YOEHigh school or equivalent; less than one year of employee benefits account management experience; Life/Health license required within six months; Microsoft Office proficiency and strong organizational, interpersonal, and communication skills.
Microsoft Office, PowerPoint, ThinkHR, Choosewell, Brainshark
1mo
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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
0-2 years client service experience preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS preferred; strong client service, communication, organization, detail orientation, and technical proficiency.
Microsoft PowerPoint
1mo
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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
0+ YOE0-2 years client service experience preferred, Series 7 & 66 strongly preferred or willing to obtain, BA/BS degree, strong client-facing, organizational, and technical skills.
Microsoft PowerPoint
2mo
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Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; attention to detail and adaptability to changing technology.
3w
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Registered Client Associate
Boston, Massachusetts, United States
$55k-$75k/yr OnsiteFull Time
2+ YOE2+ years client service experience in finance preferred; bachelor\u0002s degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office Suite
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Associate, Client Advisory
Boston, Massachusetts, United States
$65k-$73k/yr HybridFull Time
Bachelor's degree required; strong analytical, communication, Excel and client-service skills; knowledge of investments; prior client operations experience is a plus.
Microsoft Excel, Microsoft Office
1d
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Associate I - Global Fund Services Fund Accounting
Boston, Massachusetts, United States
$76k-$106k/yr OnsiteFull Time
3+ YOERequires at least three years of fund accounting and administration experience, fund servicing expertise, process improvement experience, emotional intelligence, and client-focused communication skills.
AI-powered analytics, workflow automation, intelligent process tools
2mo
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Senior Associate, Client Service
Boston, Massachusetts, United States
$75k-$115k/yr OnsiteFull Time
5+ YOE5+ years experience, undergraduate degree required, strong attention to detail, client service and communication skills, proficiency with Microsoft Office (Excel/PowerPoint/Outlook); investment operations experience preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Office, Client Relationship Management (CRM)
2mo
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Client Service Associate
Boston, Massachusetts, United States
$60k-$80k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1+ years experience; strong communication, organizational and compliance skills; custodian interaction, account processing, cash transfers, CRM maintenance, and client meeting support.
CRM
2w
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Registered Client Service Associate
Hingham, Massachusetts, United States
$64k-$88k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent, 3–5 years of relevant experience, client service experience, strong analytical and organizational skills, and securities, investment adviser, insurance, and variable contracts licenses or ability to obtain them.
contact manager
1mo
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Registered Wealth Management Client Associate
Boston, Massachusetts, United States
$25-$45/hr OnsiteFull Time
Requires FINRA registrations (SIE, Series 7, Series 66 or 63/65), advanced investment product knowledge, client service experience, strong communication, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Client Service Associate
Boston, Massachusetts, United States
OnsiteFull Time
5+ YOEBachelor's in Finance or 5 years financial services experience; experience with Schwab/Fidelity/Pershing, CRM and portfolio systems; proficiency in Microsoft Office; strong communication and attention to detail.
Schwab, Fidelity, Pershing, SharePoint, Salesforce, Microsoft Office
2mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, and use financial platforms; strong communication and attention to detail required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Associate Client Partner- Information Servcies and Publishing
Atlanta or Boston or Chicago
$100k-$187k/yr OnsiteFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years in sales, client, project, or account management, publishing or information services experience, C-level relationship building, proposal leadership, and U.S. work authorization.
AI
1mo
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Client Service Wealth Associate
Boston, Massachusetts, United States
$65k-$75k/yr OnsiteFull Time
1+ YOEClient-facing financial services role requiring 1–3 years' experience, FINRA registrations (SIE, Series 6, 63, 65/66), high school diploma (BA preferred), strong communication and account servicing skills.
Microsoft Office
3w
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Senior Tax Associate - Private Client Services
Rockville or Atlanta or Austin or Bala Cynwyd or Boston or Charlotte or Chicago or Dallas or Denver or Houston or Los Angeles or New York City or Philadelphia or Phoenix or Portland
$82k-$134k/yr RemoteFull Time
3+ YOEBachelor's degree in accounting, recent accounting-firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Requires corporate, S-Corp, or partnership return experience.
tax software
1mo
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Private Client Service Associate II- Greenville, South Carolina
Greenville or Manchester
$24-$34/hr OnsiteFull Time
2+ YOEAssociates degree or 2+ years relevant experience, strong customer service, PC/spreadsheet/database skills, attention to detail, eligible for NMLS/Loan Originator registration, pass background and credit checks.
2mo
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Associate II, Cash Flow & Investor Services
Boston, Massachusetts, United States
$75k-$90k/yr HybridFull Time
3+ YOEBachelor's degree, 3-5 years client service or operations experience in investment management, advanced Excel, Salesforce a plus, strong attention to detail, communication, and process-improvement skills.
Microsoft Excel, Salesforce
1mo
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Audit Senior Associate - Commercial Services
Washington or Boston
$71k-$140k/yr HybridFull Time
2+ YOE2+ years public accounting external audit experience, bachelor's degree (150 credit hours for CPA), CPA strongly preferred or pursuing, engagement management and staff supervision, ability to travel to client sites.
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