8 client accounting services associate jobs at 5 companies in Oregon, OH
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
2w
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Tax Associate
Sunbury or Toledo
OnsiteSeasonal, Full Time
Requires H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED; degree preferred.
Copilot, ChatGPT
2w
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Tax Associate
Springboro or Toledo
OnsiteSeasonal, Full Time
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
2w
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Tax Associate
Garden City, Michigan, United States
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI tools. No prior tax experience required.
Copilot, ChatGPT
5d
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Associate Financial Advisor
Ann Arbor, Michigan, United States
$69k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client relationship experience; strong communication; willingness to obtain required licenses within three months.
MoneyGuide, Salesforce
2mo
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Key Private Bank Team Lead Associate
South Bend or Indianapolis or Toledo
$69k-$105k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, strong client service and organizational skills, knowledge of financial products, credit/fiduciary acumen, Microsoft Office proficiency, BSA/AML understanding, discretion with sensitive information.
Wealth Direction, KeyPad, Salesforce, Microsoft Office
1mo
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Personal Banker
Pemberville, Ohio, United States
OnsiteFull Time
3+ YOEProvide client service, originate consumer loans, generate new deposit accounts and fee income, cross-sell bank products; high school diploma or GED required; associate degree preferred; 3+ years banking experience preferred.