94 client accounting services associate jobs at 32 companies in Rowlett, TX
4w
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Senior Associate, Client Accounting Services
Frisco or Dallas
$79k-$133k/yr OnsiteFull Time
3+ YOE3+ years accounting/bookkeeping experience, bachelor's in accounting preferred, experience with cloud accounting platforms, strong communication, analytical and organizational skills, proficiency with Excel.
QuickBooks Online, Sage Intacct, NetSuite, BILL.com, Ramp, Microsoft Office, Microsoft Excel
3w
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Client Services Associate
Dallas, Texas, United States
OnsiteFull Time
3+ YOE3+ years institutional client services or portfolio support, Bachelor’s degree required, strong Microsoft Office skills, knowledge of investment management concepts, ability to manage multiple projects and maintain confidentiality.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Outlook, Advent/Geneva, BondEdge, FactSet Portfolio Analysis (PA), Assette, Salesforce, Bloomberg, eVestment, Qvidian
1mo
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Client Services Associate
El Paso or Dallas
OnsiteFull Time
5+ YOE5+ years supporting financial advisors, 2+ years onboarding with custodians, bachelor’s/associate degree or equivalent experience, strong Microsoft Office skills, CRM familiarity, excellent communication and organization.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce
2mo
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Client Associate
Fort Worth, Texas, United States
OnsiteFull Time
Bachelor’s degree or job-related experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses; adaptability to a changing business and technology environment.
Data Entry Software, Desktop Tools, Word Processing Software
3w
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Associate Manager - Client Services
Dallas, Texas, United States
OnsiteFull Time
7+ YOE7+ years experience with strong sales/account management, CXO engagement, proposal experience, knowledge of capital markets transformation (AI/GenAI, cloud, data), and ability to lead cross-functional teams.
Infosys Topaz, Infosys Cobalt, GenAI
1mo
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ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor's in finance/business/accounting,2+ years financial services experience,strong attention to detail,professionalism,proficiency with Microsoft Office; familiarity with Salesforce and Addepar a plus.
Microsoft Office, Salesforce, Addepar
3w
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Client Service Associate
Dallas, Texas, United States
HybridFull Time
3+ YOEBachelor's degree, 3+ years in accounting/finance/investment or related services. Strong analytical, communication, and Excel/PowerPoint skills. CPA/CFA preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3w
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Client Service Associate
Dallas, Texas, United States
HybridFull Time
3+ YOEBachelor's degree and 3+ years in accounting, investment management, wealth management, family office, or related financial services; strong analytical, communication, and Excel/PowerPoint skills; CPA or CFA preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1w
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Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors; high school diploma/GED; 1+ year experience; familiarity with investment products; strong communication; Microsoft Office and Salesforce skills; FINRA credentials desired.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1d
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Registered Client Service Associate
Plano or United States
OnsiteFull Time
High school diploma or equivalent, active Series 7 and applicable Series 63, 65, or 66 registrations, financial services product knowledge, advanced Microsoft Office skills, and strong client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1mo
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Senior Associate - Client Service
St. Louis or Denver or Dallas
$98k-$136k/yr OnsiteFull Time
7+ YOEMinimum 7 years in financial services with client-facing experience; financial planning and coordination skills across investments, insurance, estate planning, and cash flow; BA/BS required; CFP/CFA/CPA/MBA preferred.
1w
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Senior Associate - Private Equity Fund Accounting
Dallas, Texas, United States
$70k-$95k/yr HybridFull Time
3+ YOEBachelor's in Accounting/Finance (3.0 GPA), 3+ years private equity or related experience, strong accounting knowledge, QuickBooks, Excel, Outlook, Word proficiency; Investran preferred; client service and deadline-driven.
QuickBooks, Microsoft Outlook, Microsoft Excel, Microsoft Word, Investran, PowerU, MyCampus
3w
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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)
3w
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Client Service Associate - Non-Registered
Frisco, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma and 2+ years clerical experience; proficiency with Microsoft Office; knowledge of administrative procedures, account opening, brokerage industry basics, strong communication and organizational skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
2mo
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Registered Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 acceptable), advanced investment product knowledge, client service orientation, strong communication, and ability to learn new technology platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Billing Representative
Arlington, Texas, United States
$23/hr OnsiteFull Time
3+ YOEMinimum 2 years customer service and 3+ years accounting experience preferred; associate degree in accounting or business or equivalent experience; strong communication, analytical, and billing system skills; flexible for overtime and varied shifts.
POInTS
15h
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Associate, US Client Onboarding (Dallas, TX, US, 10281)
Dallas, Texas, United States
OnsiteFull Time
4+ YOERequires 4–6 years in financial services, expertise in US KYC/AML regulations, a bachelor's degree or equivalent, banking and capital markets knowledge, analytical and communication skills.
KYC, AML, FINRA, BSA, SEC, FATCA, PATRIOT Act, CAMS, CGSS, FIS
1w
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Senior Client Service Account Associate
Plano, Texas, United States
OnsiteFull Time
3+ YOERequires 3+ years of relevant industry or functional experience, Treasury Services product knowledge, strong communication, judgment, risk evaluation, prioritization, collaboration, and flexibility with working hours.
Virtual Desktop Infrastructure (VDI), BlackBerry, Good mobile suite
2mo
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Global Banking & Markets, Prime Client Services, Analyst/Associate - Dallas
Dallas, Texas, United States
OnsiteFull Time
1+ YOEBachelor’s degree, 1–3 years in financial services, Series 7/63/SIE within 90 days, strong analytical, communication, and multi-priority skills.
Trading platforms, Derivatives, Securities financing
3w
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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
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