Parma Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Parma Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Parma Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Parma Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
29 client accounting services associate jobs at 8 companies in Parma Heights, OH
4d
Save
Mark Applied
Hide
Registered Client Associate / Client Associate
Bedford, Ohio, United States
OnsiteFull Time
Bachelor's degree or related experience; strong communication, organizational, interpersonal, and client service skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain them within 12 months.
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Chagrin Falls, Ohio, United States
OnsiteFull Time
Client service support for financial advisors, strong communication, detail orientation, ability to learn platforms; high school diploma required; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Chagrin Falls, Ohio, United States
OnsiteFull Time
Client-service focused role supporting Financial Advisors; high school diploma/GED required; strong communication, attention to detail, and computer proficiency; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
Save
Mark Applied
Hide
Client Service Operations Specialist
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, and 45+ WPM preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
3mo
Save
Mark Applied
Hide
Audit Senior Associate - Financial Services
Columbus or Chicago or Cleveland or Oak Brook Terrace or Grand Rapids or South Bend or Indianapolis
$71k-$140k/yr HybridFull Time
2+ YOE2+ years external audit experience; financial services focus; CPA certification in home state preferred; strong leadership and client-facing skills; willing to travel
Audit software
1w
Save
Mark Applied
Hide
Client Service Operations Specialist - Investments
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, multitasking, and 10-key skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
Investment Banking Associate II - Environmental Services
Dallas or Chicago or Cleveland or New York City or Charlotte
$82k-$173k/yr OnsiteFull Time
5+ YOEBachelor's in finance-related field, 5+ years investment banking M&A experience (environmental services preferred), SIE/Series 79/63 (or ability to obtain), Excel/PowerPoint proficiency, strong client and leadership skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ
2mo
Save
Mark Applied
Hide
Trust Associate
Cleveland or Cincinnati
OnsiteFull Time
4+ YOEAssist Trust Officers with account administration, compliance, and client service; manage workflows and financial transactions; collaborate with PM groups.
Excel, Word, Outlook
2mo
Save
Mark Applied
Hide
Associate
Cleveland, Ohio, United States
OnsiteFull Time
1+ YOEBachelor's degree required; strong analytical and communication skills, proficiency with Microsoft Word and Excel, client-focused and detail-oriented. 1-2 years client service experience preferred; firm will sponsor required securities exams.
Microsoft Word, Microsoft Excel
2w
Save
Mark Applied
Hide
Tax Associate
Lorain, Ohio, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
Explore Jobs