40 client accounting services associate jobs at 15 companies in Palmetto, FL
1mo
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Supports client relationships, processes requests and transactions, onboards and maintains accounts, prepares client materials; requires industry product knowledge, strong communication, organizational and computer skills.
Microsoft Office
3w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute money movement transactions, onboard and maintain client accounts, and educate clients on digital tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2mo
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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
5d
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
Requires wealth management office, administrative, and customer service experience; Series 7 and 66 registrations required or obtainable after hire; CRM and Microsoft Office 365 proficiency.
Client Relationship Management (CRM) software, Microsoft Office 365
3d
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Senior Client Service Account Associate
Houston or Tampa or Tampa or Houston
OnsiteFull Time
3+ YOERequires at least 3 years of relevant industry or functional experience, Treasury Services product knowledge, strong written and oral communication, risk judgment, prioritization, and client partnership skills.
VDI, Blackberry/Good mobile suite
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
1mo
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Senior Audit Associate (Client Service)
Tampa, Florida, United States
OnsiteFull Time
2+ YOEBachelor's in accounting, 2+ years public accounting audit experience, financial-institution audit preferred, proficiency with Microsoft Office and audit engagement software, CPA preferred or CPA-eligible.
Microsoft Office, Engagement, Knowledge Coach
3d
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Collections/Client Relations Coordinator
Atlanta or Montgomery County or Charlotte or Chester County or Greensboro or Greenville or Miami or Philadelphia or Pittsburgh or Sarasota or Bucks County or West Palm Beach or Wilmington
OnsiteFull Time
5+ YOEAssociate degree or equivalent experience required; bachelor's preferred. Requires 5+ years of collections experience, advanced Microsoft Excel skills, strong organization, communication, customer service, and financial accuracy.
3E, ARCS 3G, Microsoft Excel
2w
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Specialty Lending Analyst/Associate - January 2027
Tampa, Florida, United States
FieldFull Time
Bachelor's degree in accounting, finance, economics, or related field; strong analytical, communication, data interpretation, Excel, Word, deadline management, and client-service skills. Travel up to 50%.
Microsoft Excel, Microsoft Word
2w
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Tax Associate
Sarasota, Florida, United States
OnsiteFull Time, Seasonal
High school diploma/GED, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort with digital tools.
Copilot, ChatGPT
1w
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Associate Financial Advisor
Valrico, Florida, United States
$65k-$70k/yr OnsiteFull Time
Bachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; experience in sales or client relationship management; strong communication; willingness to obtain sponsored licenses.
MoneyGuide, Salesforce
2w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
3w
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Financial Advisor Associate - Sarasota
Sarasota, Florida, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent and 10 years of financial services experience required. Requires Microsoft Office proficiency, banking products and regulations knowledge, communication, analytical skills, and client service expertise.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PFP, insite, Salesforce
2w
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Clearance & Settlement IC Associate
Tampa, Florida, United States
$60k-$115k/yr HybridFull Time
4+ YOEMinimum 4 years of related experience; bachelor's degree preferred or equivalent experience. Requires operational process execution, exception resolution, risk and control knowledge, client service, communication, and project participation.
3mo
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Tax Bookkeeping Specialist
Atlanta or Tampa
$20-$33/hr OnsiteFull Time
0+ YOEAssociate’s degree in accounting or related field; 0-3 years bookkeeping experience; proficiency in QuickBooks Online and Excel; strong client service skills.
QuickBooks Online, Microsoft Excel, Microsoft Office
1mo
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Account Manager II - Hybrid/Tampa or Miami, FL
Miami or Tampa
$70k-$84k/yr HybridFull Time
3+ YOE3+ years insurance experience, P&C broker license preferred/obtainable within 120 days, strong communication and analytical skills, high school diploma required, associate preferred, proficiency with Microsoft Office and client servicing.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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