21 client accounting services associate jobs at 12 companies in Salado, TX
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Client Service Associate
Austin, Texas, United States
$60k-$75k/yr OnsiteFull Time
1+ YOEBachelor's degree,1+ years client service or financial support experience,ability to process account paperwork,maintain CRM accuracy,schedule meetings,and support advisors; willingness to obtain Series 65 within one year.
CRM
2mo
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Associate Client Services Account Manager - Client Services Development Program
Taylor, Texas, United States
$66k-$91k/yr HybridFull Time
Bachelor's in engineering, mathematics, statistics, or related quantitative field (or equivalent experience); strong communication, analytical, and technical learning aptitude; ability to interpret data, market rules, and system behavior. No prior energy market experience required.
6d
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Associate Client Success Manager, Social
Austin, Texas, United States
$60k-$70k/yr HybridFull Time
1+ YOEBachelor’s degree and 1+ years preferred in account management, client success, sales, marketing, or social media; fluent English and strong communication, organization, prioritization, and problem-solving skills.
Salesforce, Gainsight, Gong, Instagram, TikTok, YouTube
2w
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Healthcare Tax Services Senior Associate
Miami or Chicago or Austin or Dallas or New York City or Tampa
$73k-$144k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA or eligibility to sit for CPA, and 3+ years of progressive public or corporate accounting experience. Requires tax return, research, communication, and client relationship skills.
FAS 109, FIN 48
1w
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Client Success Manager
Austin, Texas, United States
$75k-$80k/yr RemoteFull Time
2+ YOEBachelor's degree or equivalent experience; associate degree also listed. Requires 2–5 years in client success, account, or relationship management, strong communication, technical issue resolution, and travel availability.
CRM
1mo
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Associate, Global Client Group (Traditional Institutional Group)
Charlotte or Austin
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree required; 2+ years preferred in financial services; strong Excel/Word skills; detail-oriented team player; ability to obtain SIE, Series 7, and Series 63/66 within first 8 weeks.
Microsoft Excel, Microsoft Word, CRM
1w
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Tax Associate
Austin, Texas, United States
OnsiteFull Time
Requires completion of the H&R Block Income Tax Course, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or equivalent.
Microsoft Copilot, ChatGPT
1w
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Tax Associate
Round Rock, Texas, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and successful completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
1w
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Associate Financial Representative
Austin, Texas, United States
$71k-$118k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7, Series 63 and 65 or Series 66, and 1+ year of direct financial-services client experience. Requires strong communication, service, telephone, PC, and data-input skills.
Microsoft Office
1w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
1w
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Associate Financial Representative
Austin, Texas, United States
$71k-$118k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63/65 or 66 licenses, and at least one year of direct financial-services client experience. Requires strong communication and Microsoft Office proficiency.
Microsoft Office
3mo
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Cascadia Capital LLC - Associate, Restructuring
Austin or New York City
$175k-$195k/yr OnsiteFull Time
2+ YOE2-4 years in Restructuring or Special Situations M&A; strong financial modeling; FINRA Series 79 and 63; BA/BS in Finance; good communication and client service.
Excel, Financial Modeling
1mo
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Associate, Service - Healthcare (September 2026 Start)
Austin, Texas, United States
$64k-$76k/yr OnsiteFull Time
0+ YOEBachelor's degree,0-3 years client-facing/sales/account experience,strong communication,critical thinking,phone outreach skills,and ability to work flexible hours; receptive to coaching.
3mo
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Account Manager - Valet and Parking Services - Austin Luxury Hotels
Austin, Texas, United States
$75k-$90k/yr RemoteFull Time
2+ YOEManages account performance, financials, and client satisfaction; requires 2+ years experience, associate degree preferred, valid driver’s license, and ability to drive manual transmission.
MS Office, Point-of-sale (POS) systems, Business systems
1w
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Associate Director, Wealth Advisor
Austin, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3–7 years in wealth management or related client-facing financial services, Series 65 license, CRM experience, financial planning knowledge, relationship-building, communication, and follow-through skills.
CRM
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