8 client accounting services associate jobs at 5 companies in Pendleton, SC
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Registered Client Service Associate-Greenville, SC
Greenville, South Carolina, United States
OnsiteFull Time
6+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, onboard and maintain client accounts, process transfers, prepare reports; SIE and securities licenses required.
Client Relationship Management (CRM), Microsoft Excel
1w
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Brokerage Client Service Associate - Taylors, SC
Taylors, South Carolina, United States
OnsiteFull Time
Support financial advisors with client servicing, trade processing, paperwork, and operational tasks. Requires bachelor's degree or equivalent, securities registrations (SIE, Series 7, Series 66), strong phone and computer skills.
SalesForce, Microsoft Office
13h
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Tax Associate
Chesnee or Greenville
OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, have client service experience, strong communication and problem-solving skills, and comfort using digital and AI tools.
Copilot, ChatGPT
13h
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Tax Associate
Greenville, South Carolina, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
13h
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Tax Associate
Easley, South Carolina, United States
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
12h
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Tax Associate
Taylors, South Carolina, United States
OnsiteSeasonal, Full Time
Requires high school diploma or equivalent, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
1w
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Part Time (30 Hours) Associate Banker, Cherrydale Point Branch, Greenville, SC
Greenville, South Carolina, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use banking technology, handle cash, and learn products; high school diploma/GED required.
Chase Mobile App, Chase.com, ATM, tablet
1mo
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Associate Engagement Manager
Atlanta or Greenville
$100k-$187k/yr OnsiteFull Time
7+ YOEBachelor's degree or equivalent (or equivalent progressive experience), 7+ years experience with sales/relationship/account management in services, strong business development, proposal and client presentation skills, CXO engagement, and industry experience in manufacturing.