80 client accounting services associate jobs at 31 companies in Northlake, TX
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Client Services Associate
El Paso or Dallas
OnsiteFull Time
5+ YOE5+ years supporting financial advisors, 2+ years onboarding with custodians, bachelor’s/associate degree or equivalent experience, strong Microsoft Office skills, CRM familiarity, excellent communication and organization.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce
2mo
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Client Associate
Fort Worth, Texas, United States
OnsiteFull Time
Bachelor’s degree or job-related experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses; adaptability to a changing business and technology environment.
Data Entry Software, Desktop Tools, Word Processing Software
1w
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CLIENT SERVICES SPECIALIST
Grapevine, Texas, United States
OnsiteFull Time
2+ YOEAssociate degree or equivalent experience, 2+ years in administration, account coordination, customer service, or project support. Requires a valid driver's license, transportation, strong communication, organization, and reconciliation skills.
DocuSign, Microsoft Dynamics 365 Business Central
1mo
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ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor's in finance/business/accounting,2+ years financial services experience,strong attention to detail,professionalism,proficiency with Microsoft Office; familiarity with Salesforce and Addepar a plus.
Microsoft Office, Salesforce, Addepar
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Client Service Associate
Dallas, Texas, United States
HybridFull Time
3+ YOEBachelor's degree, 3+ years in accounting/finance/investment or related services. Strong analytical, communication, and Excel/PowerPoint skills. CPA/CFA preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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Client Service Associate
Dallas, Texas, United States
HybridFull Time
3+ YOEBachelor's degree and 3+ years in accounting, investment management, wealth management, family office, or related financial services; strong analytical, communication, and Excel/PowerPoint skills; CPA or CFA preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1w
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
2w
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Registered Client Service Associate
Plano or United States
OnsiteFull Time
High school diploma or equivalent, active Series 7 and applicable Series 63, 65, or 66 registrations, financial services product knowledge, advanced Microsoft Office skills, and strong client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
3d
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Registered Client Service Associate
Southlake, Texas, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent, 3–5 years of relevant experience, financial services client support experience, strong analytical and organizational skills, and securities, IAR, insurance, and variable contracts registrations.
1w
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Senior Associate - Private Equity Fund Accounting
Dallas, Texas, United States
$70k-$95k/yr HybridFull Time
3+ YOEBachelor’s degree in Accounting or Finance with a 3.0 GPA and 3+ years of private equity or related experience. Requires strong accounting knowledge, QuickBooks and Microsoft Office proficiency, and client service skills.
QuickBooks, Microsoft Outlook, Microsoft Excel, Microsoft Word, Investran, PowerU, MyCampus
2mo
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Senior Associate - Client Service
St. Louis or Denver or Dallas
$98k-$136k/yr OnsiteFull Time
7+ YOEMinimum 7 years in financial services with client-facing experience; financial planning and coordination skills across investments, insurance, estate planning, and cash flow; BA/BS required; CFP/CFA/CPA/MBA preferred.
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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Client Service Associate - Non-Registered
Frisco, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma and 2+ years clerical experience; proficiency with Microsoft Office; knowledge of administrative procedures, account opening, brokerage industry basics, strong communication and organizational skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
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Senior Associate, Client Accounting Services-Real Estate (Property Development)
Frisco, Texas, United States
$50k-$119k/yr HybridFull Time
3+ YOEBachelor's in Accounting required, 3+ years real estate or property accounting experience preferred, CPA preferred, proficient with Microsoft Office, AvidXchange and Yardi, strong communication and critical thinking, U.S. work authorization required.
Microsoft Office, AvidXchange, Yardi
2mo
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Registered Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 acceptable), advanced investment product knowledge, client service orientation, strong communication, and ability to learn new technology platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Senior Client Service Account Associate
Irvine or Plano or Chicago
$71k-$107k/yr OnsiteFull Time
3+ YOERequires 3+ years of relevant industry or functional experience, Treasury Services product knowledge, strong communication, judgment, prioritization, client partnership, and risk evaluation skills.
Virtual Desktop Infrastructure (VDI), Blackberry, Good mobile suite
3w
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Client Billing Representative
Arlington, Texas, United States
$23/hr OnsiteFull Time
3+ YOEMinimum 2 years customer service and 3+ years accounting experience preferred; associate degree in accounting or business or equivalent experience; strong communication, analytical, and billing system skills; flexible for overtime and varied shifts.
POInTS
4d
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Senior Registered Client Service Associate (Dallas, TX)
Dallas, Texas, United States
OnsiteFull Time
5+ YOEHigh school diploma or equivalent and five years of financial services experience, or equivalent education and training. Requires SIE, Series 7, and state-required Series 63, 65, or 66 registrations.
Client Relationship Management (CRM), Excel
2w
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Healthcare Tax Services Senior Associate
Miami or Chicago or Austin or Dallas or New York City or Tampa
$73k-$144k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA or eligibility to sit for CPA, and 3+ years of progressive public or corporate accounting experience. Requires tax return, research, communication, and client relationship skills.
FAS 109, FIN 48
3mo
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Global Banking & Markets, Prime Client Services, Analyst/Associate - Dallas
Dallas, Texas, United States
OnsiteFull Time
1+ YOEBachelor’s degree, 1–3 years in financial services, Series 7/63/SIE within 90 days, strong analytical, communication, and multi-priority skills.
Trading platforms, Derivatives, Securities financing
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