25 client accounting services associate jobs at 7 companies in Sandusky, OH
1mo
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or equivalent experience, strong verbal and written communication, client service and organizational skills, attention to detail, willingness to obtain FINRA licenses (Series 7 and 66 or 63/65) within 12 months.
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
Save
Mark Applied
Hide
KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
2w
Save
Mark Applied
Hide
Client Service Operations Specialist
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, and 45+ WPM preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
5d
Save
Mark Applied
Hide
Client Service Operations Specialist - Investments
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, multitasking, and 10-key skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
2w
Save
Mark Applied
Hide
Tax Associate
Lorain, Ohio, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Part Time (20 Hours) Associate Banker, Strongsville Branch, Strongsville, OH
Strongsville, Ohio, United States
OnsitePart Time
Deliver attentive client service, open and service accounts, use digital banking tools, handle basic cash operations, and learn products and procedures. High school diploma or GED and client service experience required.
Chase Mobile App, Chase.com
1mo
Save
Mark Applied
Hide
Personal Banker
Pemberville, Ohio, United States
OnsiteFull Time
3+ YOEProvide client service, originate consumer loans, generate new deposit accounts and fee income, cross-sell bank products; high school diploma or GED required; associate degree preferred; 3+ years banking experience preferred.
Explore Jobs