25 client accounting services associate jobs at 11 companies in Pendleton, IN
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Client Associate
Carmel, Indiana, United States
OnsiteFull Time
2+ YOEBA/BS degree and 2-5 years of financial-industry client service experience preferred. Series 7 and 66, or Series 7, 65, and 63, strongly preferred.
Concur, Microsoft Office, Microsoft Excel, Microsoft PowerPoint
3w
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Client Service Associate
Indianapolis, Indiana, United States
OnsiteFull Time
Artistry Wealth: Artistry Wealth provides holistic financial planning and investment management.
Experience in financial services, proficiency with Microsoft Office (Outlook, Excel, Word), strong attention to detail, ability to work independently and in a team; high school diploma or equivalent required.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Office
3mo
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Client Service Associate - Wealth Management
Carmel, Indiana, United States
HybridFull Time
3+ YOE3-5+ years in wealth management or financial services; undergraduate degree preferred; experience with custodians, Redtail CRM, Docusign; strong MS Office; knowledge of investment accounts; ability to manage multiple priorities; compliance with internal policies; start by 8:30 AM.
Redtail CRM, Docusign, Microsoft Office (Word, Excel, PowerPoint), Orion
2w
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
1w
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Client Service Associate - NR
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEPerform clerical account opening and maintenance, administrative support, familiarity with brokerage industry, strong customer service, 2 years clerical experience, high school diploma, proficiency in Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
4w
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Senior Associate, Business Tax Services
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEMinimum 2 years corporate tax experience; knowledge of corporate taxation, consolidations, partnerships and ASC 740; strong advisory, communication and client-management skills; bachelor's degree or equivalent.
3w
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Tax Senior Associate - Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
3+ YOECPA or working toward CPA, minimum 3 years public accounting experience, Bachelor’s degree in accounting, strong communication, organization, and client service skills.
1d
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Tax Associate
Muncie, Indiana, United States
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1w
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Hiring Event - Part Time Associate Banker Indy Southwest (30 Hours)
Avon, Indiana, United States
OnsitePart Time
Deliver attentive client service, open and service accounts, use digital banking tools, cash handling and client engagement; high school diploma/GED required.
Chase Mobile App, Chase.com, ATM, tablet
1mo
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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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Portfolio Analyst
Indianapolis or Lebanon or Greenwood or Terre Haute or Carmel or Greenfield or Avon
$60k-$65k/yr HybridFull Time
2+ YOE2+ years professional client services experience, financial/data analysis skills, strong Microsoft Excel (required) and Access (desired), associates degree required (bachelor's preferred in finance, math, business, or economics), strong communication and analytical skills.
Microsoft Excel, Microsoft Access
2w
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Account Manager - Valet Operations - Hilton Signia Hotel Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEManage account financials, client relations, staffing, scheduling, safety, and service metrics; associate hiring, training, and performance management; valid driver\u0002s license and clean driving record required.
Microsoft Excel, Microsoft Word, Outlook, Point-of-sale
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