10 client accounting services associate jobs at 6 companies in Pickerington, OH
3mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH
Westerville, Ohio, United States
OnsiteFull Time
Valid Series 7; Series 66 (63/65) or equivalent; SIE; Life and Health Insurance licenses; must obtain within 120 days; client service, wealth planning, risk management, and compliance
6d
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Asset Management – Client Account Manager – Senior Associate
New York City or Jersey City or Columbus
$80k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5–7 years of asset management firm experience, preferably in client service. Requires strong communication, organization, problem-solving, accuracy, adaptability, and relationship management skills.
3mo
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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
4w
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Audit Senior Associate - Commercial Services
Indianapolis or Chicago or Grand Rapids or South Bend or Columbus or Oakbrook Terrace
$71k-$140k/yr HybridFull Time, Seasonal
2+ YOE2+ years external audit experience, ability to supervise staff, meet CPA education requirement for home state, travel to client sites, work additional hours, and authorize work eligibility in the U.S.
3w
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Asset Management – Alternatives Client Account Manager – Associate
New York or Jersey City or Columbus
$67k-$150k/yr OnsiteFull Time
Undergraduate degree and previous asset management client service experience required; strong financial acumen, relationship management, multitasking, critical thinking, and excellent English communication; Series 7/63 preferred.
3mo
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Federal Tax Senior Associate
Indianapolis or Fort Wayne or Chicago or Grand Rapids or Columbus or Oak Brook Terrace
$73k-$144k/yr OnsiteFull Time
3+ YOEBachelor’s in Accounting; CPA or eligibility; 3+ years public accounting/tax; experience with ASC 740, FIN 48, multi-state taxation; strong client service and communication.
2w
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Tax Associate
Sunbury or Toledo
OnsiteSeasonal, Full Time
Requires H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED; degree preferred.
Copilot, ChatGPT
2w
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Associate Account Manager
Columbus, Ohio, United States
OnsiteFull Time
1+ YOERequires 1–3 years in account management, customer success, client services, healthcare, logistics, SaaS, or related work, plus strong communication, analytical, problem-solving, and account management skills.
Salesforce, Microsoft Office, Microsoft Excel, Microsoft PowerPoint
1mo
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Associate Financial Advisor
Worthington, Ohio, United States
$75k-$90k/yr OnsiteFull Time
Series 7 and Series 66, active Ohio life & health licenses, some financial services experience, strong client communication, Microsoft Office/Excel comfort; bachelor’s degree preferred; APMA designation preferred.
Microsoft Office, Microsoft Excel
1mo
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Account Manager
Columbus, Ohio, United States
OnsiteFull Time
5+ YOEManage client portfolios, drive revenue growth, prepare estimates, maintain A/R, 5+ years customer service/management experience, associate or bachelor in business or equivalent, Microsoft Office and Asset proficiency.
Asset, Microsoft Windows, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook