69 client accounting services associate jobs at 39 companies in Paramount, CA
1w
Save
Mark Applied
Hide
Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
Associate, Client Accounting
Beverly Hills or Los Angeles
$71k-$75k/yr OnsiteFull Time
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
2w
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
2d
Save
Mark Applied
Hide
Client Services Associate
Santa Monica, California, United States
$80k/yr OnsiteFull Time
Gerber Kawasaki: Independent wealth management and personalized financial planning services.
3+ YOE3+ years client services or operations experience in wealth management preferred; proficiency with custodial platforms, Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign; strong communication, organization, and attention to detail.
Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign
1mo
Save
Mark Applied
Hide
Premier Client Services Associate
Pasadena, California, United States
$20-$27/hr OnsiteFull Time
2+ YOEHigh school diploma plus 3 years customer service (or Associate’s degree plus 2 years); familiarity with new account opening and loan operations; strong communication, organization, and Microsoft Office skills; legal authorization to work in the U.S.; no visa sponsorship.
Microsoft Office
2mo
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Beverly Hills, California, United States
$50k-$77k/yr OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
Senior Associate – Private Client Services
Los Angeles, California, United States
$99k-$124k/yr OnsiteFull Time
2+ YOE2+ years relevant tax experience; Bachelor's or advanced degree (MAcc,MST,JD) preferred; minimum GPA 3.0; CPA or JD credential desired; strong communication and technology proficiency.
2mo
Save
Mark Applied
Hide
Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEProvide administrative and client service support for financial advisors, process account openings and maintenance, enter orders, and perform clerical functions; Series 7 and 63/66 required; 2 years investment industry experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
Save
Mark Applied
Hide
Client Service Associate
Pasadena, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client support for advisors, execute money movement transactions, onboard and maintain accounts, and perform administrative tasks; high school diploma required and industry licensing expected.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
6d
Save
Mark Applied
Hide
Private Wealth Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
Provide high-quality client service supporting Financial Advisors; strong communication, attention to detail, proficiency with Microsoft Office and Salesforce; HS diploma/GED required; SIE/Series licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
6d
Save
Mark Applied
Hide
Registered Client Associate
Pasadena, California, United States
$65k-$85k/yr OnsiteFull Time
3+ YOESIE, Series 7 and 66 licenses; 3+ years client service experience in finance preferred; bachelor's or master's in finance preferred; proficient in Microsoft Office Suite; strong communication and attention to detail.
Microsoft Office Suite
2w
Save
Mark Applied
Hide
Client Relationship Associate
Century City, California, United States
OnsiteFull Time
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
2w
Save
Mark Applied
Hide
Registered Client Service Associate
Newport Beach, California, United States
$28-$47/hr OnsiteFull Time
3+ YOE3+ years client-facing financial services experience, active Series 7 and Series 66 (or Series 63/65), strong client service, communication, organizational skills, and proficiency with Microsoft Office and CRM; ability to work onsite Mon–Fri.
Microsoft Office, CRM
2mo
Save
Mark Applied
Hide
Client Service Associate, Account Processing
Los Angeles, California, United States
$55k-$75k/yr OnsiteTemporary
3+ YOEAssociate's degree required; Bachelor's degree preferred; min 3 years in financial services/brokerage; proficient in BETA and FIS; Excel; strong communication; multi-task in fast-paced environment.
BETA, FIS, Microsoft Excel
6d
Save
Mark Applied
Hide
Private Wealth Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, handle client requests, promote banking solutions, ensure accuracy and compliance, strong communication and computer skills, HS diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
Save
Mark Applied
Hide
Client Service Associate
Brea, California, United States
$60k-$85k/yr OnsiteFull Time
1+ YOE1+ year financial services experience, CRM and Microsoft Office proficiency, knowledge of basic investment concepts, strong communication, administrative and account processing skills.
Client Relationship Management (CRM) software, Microsoft Office
1mo
Save
Mark Applied
Hide
Associate, Investor Services
Los Angeles, California, United States
$115k-$135k/yr OnsiteFull Time
3+ YOEBachelor's degree, minimum 3 years' relevant experience (investment/wealth management, consulting, or financial services preferred). Strong attention to detail, client service orientation, ability to manage multiple priorities, and proficiency with Microsoft Excel and PowerPoint. Salesforce/Intralinks experience a plus.
Salesforce, Intralinks, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio
1mo
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
1mo
Save
Mark Applied
Hide
Senior Associate – Private Client Services
Los Angeles, California, United States
$99k-$124k/yr OnsiteFull Time
2+ YOE2+ years relevant tax experience; Bachelor’s and/or advanced degree (MAcc, MST, JD); CPA or JD desired; minimum 3.0 GPA preferred; proficient with technology; ability to work in fast-paced environments.
6d
Save
Mark Applied
Hide
Federal Tax Services Associate (Fall 2027/Winter 2028)
Los Angeles, California, United States
$75k-$89k/yr OnsiteFull Time
B.A./B.S. (accounting), accounting major preferred, travel to client sites, 3.0 GPA preferred, pursuing CPA, strong Excel and communication skills.
Microsoft Excel
Explore Jobs
Expand Your Job Search
Top Cities Near Paramount for Client Accounting Services Associate
- Client Accounting Services Associate jobs in Los Angeles, CA
- Client Accounting Services Associate jobs in Long Beach, CA
- Client Accounting Services Associate jobs in Anaheim, CA
- Client Accounting Services Associate jobs in Santa Ana, CA
- Client Accounting Services Associate jobs in Riverside, CA
- Client Accounting Services Associate jobs in Irvine, CA
- Client Accounting Services Associate jobs in Fontana, CA
- Client Accounting Services Associate jobs in Huntington Beach, CA
- Client Accounting Services Associate jobs in Glendale, CA
- Client Accounting Services Associate jobs in Santa Clarita, CA
- Client Accounting Services Associate jobs in Garden Grove, CA
- Client Accounting Services Associate jobs in Rancho Cucamonga, CA
- Client Accounting Services Associate jobs in Ontario, CA
- Client Accounting Services Associate jobs in Corona, CA
- Client Accounting Services Associate jobs in Palmdale, CA
- Client Accounting Services Associate jobs in Pomona, CA
- Client Accounting Services Associate jobs in Torrance, CA
- Client Accounting Services Associate jobs in Pasadena, CA
- Client Accounting Services Associate jobs in Orange, CA
- Client Accounting Services Associate jobs in Fullerton, CA