39 client accounting services associate jobs at 25 companies in Novato, CA
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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.
1w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3d
Save
Mark Applied
Hide
Client Service Associate
Martinez, California, United States
$18/hr OnsiteFull Time
Requires strong customer service, problem-solving, communication, organizational, interpersonal, listening, IT, and account management skills, with attention to detail and confidentiality.
4w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
Client Service Manager
Walnut Creek, California, United States
$90k-$105k/yr HybridFull Time
0+ YOEHigh school diploma or GED required; finance-related bachelor's degree preferred. Requires strong analytical, communication, organizational, spreadsheet, financial modeling, and Microsoft Office skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
2mo
Save
Mark Applied
Hide
Audit Senior Associate - Financial Services
Los Angeles or Sacramento or San Francisco or Costa Mesa
$71k-$140k/yr HybridFull Time, Seasonal
2+ YOE2+ years recent external public accounting/audit experience, asset management client experience required; experience supervising staff, ability to travel to client sites, meet CPA education requirements (CPA license preferred).
2mo
Save
Mark Applied
Hide
Associate
San Francisco, California, United States
$86k-$92k/yr OnsiteFull Time
Bachelor's degree required; strong analytical and communication skills; proficiency in Microsoft Word and Excel; client-service orientation and ability to multi-task. 1-2 years client service experience preferred. Firm will sponsor required securities exams.
Microsoft Word, Microsoft Excel
2w
Save
Mark Applied
Hide
Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
Explore Jobs
Expand Your Job Search
Top Cities Near Novato for Client Accounting Services Associate
- Client Accounting Services Associate jobs in San Francisco, CA
- Client Accounting Services Associate jobs in Oakland, CA
- Client Accounting Services Associate jobs in Fremont, CA
- Client Accounting Services Associate jobs in Santa Rosa, CA
- Client Accounting Services Associate jobs in Hayward, CA
- Client Accounting Services Associate jobs in Concord, CA
- Client Accounting Services Associate jobs in Vallejo, CA
- Client Accounting Services Associate jobs in Berkeley, CA
- Client Accounting Services Associate jobs in Fairfield, CA
- Client Accounting Services Associate jobs in Antioch, CA
- Client Accounting Services Associate jobs in Richmond, CA
- Client Accounting Services Associate jobs in Daly City, CA
- Client Accounting Services Associate jobs in San Mateo, CA
- Client Accounting Services Associate jobs in Vacaville, CA
- Client Accounting Services Associate jobs in San Leandro, CA
- Client Accounting Services Associate jobs in Redwood City, CA
- Client Accounting Services Associate jobs in Napa, CA
- Client Accounting Services Associate jobs in Pleasanton, CA
- Client Accounting Services Associate jobs in Alameda, CA
- Client Accounting Services Associate jobs in San Ramon, CA