4 client accounting services associate jobs at 3 companies in Sheldon, IA
3w
Save
Mark Applied
Hide
3w
Wealth Management Client Associate
Sioux Falls, South Dakota, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, and promote bank offerings; high school diploma required; SIE/Series exams preferred; strong communication and computer skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
H&R Block: A tax preparation and financial services that helps clients manage their tax needs.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services providing tax assistance and financial products.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.