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15 client accounting services associate jobs at 10 companies in Oxnard, CA

1w
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Eide Bailly
Eide Bailly: Provides accounting, tax, and business advisory services to organizations.
Bachelor's in accounting preferred; CPA/CMA preferred; knowledge of general ledger accounting; proficiency with Microsoft Word and Excel and QuickBooks; strong communication and analytical skills; authorized to work in the US.
Microsoft Word, Microsoft Excel, QuickBooks
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1w
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Eide Bailly
Eide Bailly: A certified public accounting and business advisory firm.
Bachelor's in accounting preferred; knowledge of general ledger accounting, month-end close, reconciliations and financial reporting. Proficiency with Microsoft Word/Excel and QuickBooks. CPA/CMA preferred but not required.
Microsoft Word, Microsoft Excel, QuickBooks
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1mo
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Associate, Client Accounting
Beverly Hills or Los Angeles
$71k-$75k/yr OnsiteFull Time
United Talent Agency
United Talent Agency: Provides representation and strategic advisory services for artists and creators.
3+ YOEBachelor's degree preferred; 3+ years accounting experience; proficiency in Excel, Outlook, and NetSuite; strong communication, organization, and customer-service skills; understanding of accrual accounting and revenue recognition.
Microsoft Excel, Microsoft Outlook, NetSuite
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2mo
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Client Associate/Registered Client Associate
Beverly Hills, California, United States
$50k-$77k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or job-related experience; Series 7 and 66 (or 63/65) licenses; strong communication and client service skills; detail-oriented.
Microsoft Office, Desktop tools, Data entry systems
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1w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
Apollon Wealth Management
Apollon Wealth Management: Provides personalized financial planning and investment advisory services.
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
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1mo
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Registered Client Service Associate
Woodland Hills, California, United States
$35k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65. Knowledge of financial products, advanced Microsoft Office, client service experience; 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2mo
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Collections/Client Relations Coordinator
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
Fox Rothschild
Fox Rothschild: National law firm providing comprehensive legal services.
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
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4w
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Associate, Global Client Group (Enterprise)
Santa Monica, California, United States
$81k-$118k/yr HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree required, 2+ years financial services experience, strong analytical and quantitative skills, Excel and Access proficiency, SIE/Series 7/63/66 licenses required within 12 weeks, strong communication skills.
Microsoft Excel, Microsoft Access
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2mo
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Senior Associate, M&A Tax
El Segundo, California, United States
OnsiteFull Time
KPMG
KPMG: Global professional services network providing audit, tax, and advisory.
3+ YOE3+ years federal tax and/or M&A experience in public accounting, corporate tax, or law; bachelor\u0002s/JD/LL.M./MST; strong research, writing, client service, and multitasking skills; ability to mentor staff.
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Wealth Management Associate
Santa Monica, California, United States
$68k-$120k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
5+ YOE5+ years relevant experience, Series 7 and Series 66 or Series 63+65 required, bachelor\u0002s degree preferred, strong client service, communication, and technical skills including MS Office and MS Excel.
MS Office, MS Excel, MS Online
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Part Time Associate Banker Simi Valley (30 hours)
Simi Valley, California, United States
$23-$28/hr OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Deliver attentive client service, open accounts, assist with transactions, use digital banking tools, and perform branch operations; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM
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2w
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Hiring Event - Part Time Associate Banker West Hollywood Hills (30 Hours)
West Hollywood or San Marino
$23-$30/hr OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, handle cash devices, use digital banking tools; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
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6d
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Senior Philanthropic Associate - Senior Fiduciary Coordinator
Westlake Village, California, United States
$35-$52/hr HybridFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years administrative or sales support experience; knowledge of fiduciary, trust, or philanthropic concepts preferred; strong communication, organization, and client-service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce
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5d
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Part Time Associate Banker Manhattan Beach (30 hours)
Manhattan Beach, California, United States
$23-$28/hr OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open accounts, assist with transactions, use digital banking tools, and follow bank policies; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM
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1mo
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Associate Account Manager - Commercial Entertainment Insurance
Van Nuys, California, United States
$41k-$77k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
1+ YOEHigh school diploma required; 1 year experience preferred. Strong written/verbal communication, judgment, time management, attention to detail, MS Office proficiency, and ability to maintain client/agency files and logs.
EPIC, MIB, Microsoft Word, Microsoft Excel, Microsoft Outlook
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