46 client accounting services associate jobs at 11 companies in Santa Paula, CA
3w
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Bachelor's in accounting preferred; CPA/CMA preferred; knowledge of general ledger accounting; proficiency with Microsoft Word and Excel and QuickBooks; strong communication and analytical skills; authorized to work in the US.
Microsoft Word, Microsoft Excel, QuickBooks
1mo
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Associate, Client Accounting
Beverly Hills or Los Angeles
$71k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred; 3+ years accounting experience; proficiency in Excel, Outlook, and NetSuite; strong communication, organization, and customer-service skills; understanding of accrual accounting and revenue recognition.
Microsoft Excel, Microsoft Outlook, NetSuite
2w
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Client Services Associate
Santa Monica, California, United States
$80k/yr OnsiteFull Time
Gerber Kawasaki: Independent wealth management and personalized financial planning services.
3+ YOE3+ years client services or operations experience in wealth management preferred; proficiency with custodial platforms, Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign; strong communication, organization, and attention to detail.
Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign
1d
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
4w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
1d
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Senior Associate - Private Equity Fund Accounting
Los Angeles, California, United States
$70k-$95k/yr HybridFull Time
3+ YOEBachelor’s degree in Accounting or Finance with 3.0 GPA, 3+ years in private equity or related industry, strong accounting knowledge, client service, communication, teamwork, accuracy, and deadline management.
QuickBooks, Microsoft Outlook, Microsoft Excel, Microsoft Word, Investran
1mo
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Registered Client Service Associate
Woodland Hills, California, United States
$35k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65. Knowledge of financial products, advanced Microsoft Office, client service experience; 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1mo
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Registered Client Service Associate
Santa Barbara, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client support for FAs/PWAs, execute money movements, maintain accounts, strong interpersonal and Microsoft Office skills; Series licenses preferred and industry experience preferred.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3mo
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Collections/Client Relations Coordinator
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
1mo
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Associate, Global Client Group (Enterprise)
Santa Monica, California, United States
$81k-$118k/yr HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree required, 2+ years financial services experience, strong analytical and quantitative skills, Excel and Access proficiency, SIE/Series 7/63/66 licenses required within 12 weeks, strong communication skills.
Microsoft Excel, Microsoft Access
1w
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Tax Associate
Burbank, California, United States
$17-$21/hr OnsiteFull Time, Seasonal
No prior tax experience required. Requires customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and a high school diploma, GED, or equivalent.
Copilot, ChatGPT
1w
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Tax Associate
Panorama City or Palmdale
$17-$21/hr OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, have client service experience, strong communication and problem-solving skills, and comfort using digital tools, Copilot, and ChatGPT.
Copilot, ChatGPT
3mo
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Senior Associate, M&A Tax
El Segundo, California, United States
OnsiteFull Time
3+ YOE3+ years federal tax and/or M&A experience in public accounting, corporate tax, or law; bachelor\u0002s/JD/LL.M./MST; strong research, writing, client service, and multitasking skills; ability to mentor staff.
3w
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Part Time Associate Banker Simi Valley (30 hours)
Simi Valley, California, United States
$23-$28/hr OnsitePart Time
Deliver attentive client service, open accounts, assist with transactions, use digital banking tools, and perform branch operations; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM
18h
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Associate Financial Advisor - Santa Barbara, CA
Santa Barbara, California, United States
OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; demonstrated sales or client relationship experience; willingness to obtain sponsored Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
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