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21 client accounting services associate jobs at 6 companies in Simpsonville, KY

3mo
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Trust Client Services Associate
Louisville, Kentucky, United States
OnsiteFull Time
Stock Yards Bank & Trust
Stock Yards Bank & TrustNASDAQ: SYBT: Community bank serving people, families, and businesses across Kentucky, Indiana, and Ohio with lending, deposits, wealth services.
Provide client support to wealth advisors; manage accounts; communicate with clients; maintain compliance; proficient with Word/Excel; able to learn trust systems.
Word, Excel
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1w
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Senior Registered Client Associate
Louisville, Kentucky, United States
OnsiteFull Time
UBS Financial Services Inc.
UBS Financial Services Inc.: U.S. wealth-management broker-dealer and investment adviser serving individuals and institutional customers with brokerage, planning, lending, and investment services.
5+ YOESeries 7 and 66 or 65/63 licenses, at least 5 years of finance-sector client service experience, strong communication and interpersonal skills, attention to detail, and Microsoft Office Suite proficiency.
Microsoft Office Suite, Artificial Intelligence (AI)
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3mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking solutions, and support day-to-day team activities; high school diploma/GED required; 1 year experience; client-centric, detail-oriented, tech-savvy.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Senior Tax Associate
Lexington, Kentucky, United States
HybridFull Time
Blue & Co., LLC
Blue & Co., LLC: Independent U.S. accounting and advisory firm serving businesses and organizations with audit, tax, consulting, and valuation services.
3+ YOECPA eligible or certified,3-6 years public accounting tax experience,supervisory ability,client service and analytical skills,excellent communication,and ability to travel for day trips with minimal overnight travel.
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2w
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Tax Associate
Clarksville, Indiana, United States
OnsiteSeasonal, Part Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax obligations.
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.
Microsoft Copilot, ChatGPT
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2w
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Tax Associate
Elizabethtown, Kentucky, United States
OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and high school diploma or GED required.
Copilot, ChatGPT
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3w
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Senior Registered Service Associate
Louisville or Nashville
OnsiteFull Time
Morgan Stanley Wealth Management
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
5+ YOEHigh school diploma or equivalent, active Series 7 and Series 66 or Series 63 and Series 65, and at least 5 years of financial industry experience required. Strong computer, organizational, communication, and client service skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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3w
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Senior Registered Service Associate
Louisville or Nashville
OnsiteFull Time
Morgan Stanley Wealth Management
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
5+ YOEHigh school diploma required; college degree preferred. Requires 5+ years of industry experience, active Series 7 and Series 66 or Series 63 and Series 65, strong Microsoft Office skills, and client service expertise.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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