38 client accounting services associate jobs at 14 companies in Poway, CA
3w
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
Microsoft Excel, Word, Power Point, Power BI
3w
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year experience, client-service focus; SIE/Series 7/66/63/65 credentials desired; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
$80k-$115k/yr HybridFull Time
2+ YOEBachelor's in Accounting required; 2+ years tax compliance or consulting; CPA or IRS Enrolled Agent (or parts passed) preferred; experience with GoSystems or CCH Axcess; strong communication and client service skills.
GoSystems, CCH Axcess
6d
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Senior Registered Client Associate
Carlsbad, California, United States
$35-$52/hr OnsiteFull Time
2+ YOERequires 2+ years of brokerage and client services support experience or equivalent; FINRA Series 7 and 63 examinations; intermediate Microsoft Office skills; and customer service, organization, and prioritization abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3w
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, ensure accuracy of client materials, and use Microsoft Office and Salesforce; SIE/Series registrations desired.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1w
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Registered Client Service Associate
San Diego, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 registrations, financial services product knowledge, advanced Microsoft Office skills, and strong client service and organizational abilities.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1w
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
HybridFull Time
2+ YOEBachelor's in Accounting,2+ years tax compliance/consulting,CPA or enrolled agent (or progress toward),experience with GoSystems or CCH Axcess,excellent communication and mentoring skills.
GoSystems, CCH Axcess
2w
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Client Service Associate, Employee Benefits
San Diego, California, United States
HybridFull Time
1+ YOEHigh school or equivalent required (college preferred). 1-2 years benefits/account service experience, insurance license or willingness to obtain, demonstrated Microsoft Excel skills, strong communication.
Microsoft Excel
1mo
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Associate Client Success Manager
San Diego, California, United States
$55k-$65k/yr HybridFull Time
Entry-level customer success role supporting customer accounts, relationship building, onboarding, issue resolution, and cross-functional collaboration.
CRM
1w
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Tax Senior Associate
Carlsbad or San Diego
$85k-$110k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA license or progress toward certification, and 3–5 years of public accounting tax experience. Requires strong tax, analytical, client service, leadership, and project management skills.
2d
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Tax Associate
San Ysidro, California, United States
$16-$20/hr OnsiteFull Time, Seasonal
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 equivalent.
Copilot, ChatGPT
2d
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Tax Associate
Temecula, California, United States
$16-$20/hr OnsiteSeasonal, Full Time
High school diploma/GED, 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.
Copilot, ChatGPT
3mo
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Analyst-Associate New Accounts
San Diego, California, United States
$72k-$88k/yr OnsiteFull Time
1+ YOEBachelor’s degree; 1-4 years in client service, preferably financial services; strong communication and organizational skills; proficient in Excel/Outlook; FINRA licenses 7 & 63 within 90 days.
Excel, Word, Outlook, CRM, Appian, Archer
3mo
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Analyst-Associate New Accounts
San Diego, California, United States
$72k-$88k/yr OnsiteFull Time
1+ YOEBachelor’s degree; 1-4 years client service experience in financial services; strong communication; proficient in Excel, Word, and Outlook; CRM, Appian and Archer preferred; FINRA Series 7 & 63 within 90 days preferred.
Excel, Word, Outlook, CRM, Appian, Archer
1d
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Wealth strategy Associate
La Jolla, California, United States
$70k-$95k/yr OnsiteFull Time
5+ YOERequires Series 7 and Series 66 licenses, a bachelor's degree or equivalent, strong communication and interpersonal skills, analytical ability, and ideally five years of finance-sector client service experience.
Artificial Intelligence (AI)
2mo
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Associate Banking Advisor
San Diego, California, United States
$115k-$195k/yr OnsiteFull Time
5+ YOE5+ years in financial servicing/accounting with client servicing background; formal credit training and ≥1 year credit analysis/underwriting; knowledge of banking products, compliance, and strong analytical and organizational skills.
1w
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Hiring Event - Part Time Associate Banker Southeast SD (30 Hours)
El Cajon, California, United States
$23-$28/hr OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, and comply with banking regulations. High school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATMs, tablet
4w
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Account Manager - Commercial Lines
San Marcos, California, United States
$79k-$100k/yr HybridFull Time
6+ YOEAssociate's degree or equivalent, valid insurance license, 6+ years related experience, proficient with Microsoft Office, strong communication and client-service skills.
Microsoft Office
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