42 client accounting services associate jobs at 24 companies in Sheldon, TX
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Sr. Associate, AfroTech Client Services
Houston, Texas, United States
RemoteContract
3+ YOE3+ years client services or events experience; BS/BA preferred; experience with sponsor/account coordination, Asana and exhibitor systems; strong communication and independent execution skills.
Microsoft Office, Google Suite, Asana, Map Your Show
5d
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Associate, Client Services
Houston, Texas, United States
HybridFull Time
Bachelor’s degree in finance, accounting, or business; U.S. work authorization; financial theory and accounting knowledge; analytical, communication, Word, and Excel skills.
Microsoft Word, Microsoft Excel
1mo
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Client Service Associate
The Woodlands, Texas, United States
OnsiteFull Time
Bachelor's degree required; experience with CRM and Microsoft Office; strong communication, client service, and account analysis skills; Series 7 preferred or ability to obtain within 6 months.
Client Relationship Management (CRM) software, Microsoft Office
2w
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Client Service Associate WWS
Houston or The Woodlands
OnsiteFull Time
5+ YOE5+ years financial services experience; proficiency with Raymond James systems and Microsoft Office; strong client service, organizational, analytical, and communication skills; SIE/Series 7/66 preferred.
Raymond James systems, RJFS CRM, RJ Systems, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint
2mo
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Registered Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment product knowledge, client service experience, strong communication, Microsoft Office and Salesforce proficiency, high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Senior Associate - Private Equity Fund Accounting
Houston, Texas, United States
$70k-$95k/yr HybridFull Time
3+ YOEBachelor's in Accounting/Finance, 3+ years private equity or related experience, strong accounting knowledge, QuickBooks/EMR tools proficiency, advanced Excel, Outlook and Word skills, Investran preferred, strong client service and communication.
QuickBooks, Microsoft Outlook, Microsoft Excel, Microsoft Word, Investran, PowerU, MyCampus
1mo
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Client Service & Operations Associate
Austin or Houston or San Antonio
$45k-$65k/yr HybridFull Time
2+ YOE2-3 years financial services or operations experience preferred; proficiency with eMoney, Salesforce, Microsoft Excel; strong attention to detail, client communication, and ability to handle sensitive information. Bachelor's degree preferred.
eMoney, Salesforce, Microsoft Excel, Microsoft Office, Slack, Zoom, Envestnet, Morningstar
2mo
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Registered Client Service Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma required; college degree preferred; active Series 7/66 or 63/65; 2+ years industry experience; strong client service, MS Office, and knowledge of financial products.
Microsoft Office
3mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
3+ YOESenior Client Service Associate in Latin America Private Bank; FINRA Series 7 and 63; SIE; fluent Spanish; 3+ years in investment management; college degree preferred.
FINRA Series 7, FINRA Series 63, SIE, Microsoft Office Suite
2w
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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)
2w
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Part Time Client Service Associate
Deer Park, Texas, United States
OnsitePart Time
0.5+ YOEMinimum 6 months banking/finance experience, college coursework preferred, strong written and oral communication, MS Office proficiency, CRM experience, scheduling and client-contact skills.
Microsoft Office, CRM
1w
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Registered Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
1+ YOEFINRA SIE, Series 7 and Series 66 (63/65 accepted), 1+ year experience, strong client service, investment product knowledge, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Tax Senior Associate - Private Client Services
Baton Rouge or Lafayette or Houston or New Orleans or Hattiesburg or Shreveport
HybridFull Time
4+ YOEBachelor's in accounting, 4+ years tax compliance/consulting experience, experience with individual/trust/entity returns, CPA or enrolled agent credentials preferred, experience with ProSystems FX/CCH/XCM, strong communication and critical thinking.
ProSystems FX, CCH Engagement, XCM
3mo
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LW - Client Service Associate Manager
Houston, Texas, United States
OnsiteFull Time
10+ YOEOver 10 years in Client Service with leadership experience; proficient with Fidelity/Schwab; MS 365; CRM; Portfolio Accounting; strong organization and communication skills.
Microsoft 365, CRM, Portfolio Accounting System, Document Management Software, Fidelity custodial platforms, Schwab custodial platforms
1w
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Client Relationship Associate (Commercial Lending) - Sugar Land or Bellaire, TX
Sugar Land or Bellaire
OnsiteFull Time
4+ YOEHigh school or equivalent and 4+ years banking/loans experience; knowledge of loan operations, documentation, deposits; strong customer service, organizational and reporting skills; Microsoft Office; Spanish preferred.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Teams
1mo
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Senior Audit Associate (Client Service)
Houston, Texas, United States
OnsiteFull Time
2+ YOEBachelor's in accounting,2+ years public accounting audit experience,financial institution experience preferred,CPA preferred,proficiency with Microsoft Office,Engagement and Knowledge Coach.
Microsoft Office, Engagement, Knowledge Coach
2d
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Tax Associate
Houston, Texas, United States
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
2d
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Tax Associate
Houston, Texas, United States
OnsiteFull Time
H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, digital and AI tool proficiency, and a high school diploma, GED, or equivalent.
Microsoft Copilot, ChatGPT
1mo
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
5+ YOE5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship.
4w
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
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