26 client accounting services associate jobs at 12 companies in Slinger, WI
1mo
Save
Mark Applied
Hide
Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent,1+ year financial services or client services experience,customer service and problem-solving skills,licensed or obtain WI life & health insurance,SIE,Series 7 and Series 66 within first year.
3mo
Save
Mark Applied
Hide
Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
2+ YOEHigh School diploma; 2 years clerical/related industry experience; proficient with MS Office; ability to open and maintain client accounts; strong customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
Save
Mark Applied
Hide
Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
2+ YOE2+ years customer success/account management experience, associate degree or equivalent, strong communication, client advocacy, account retention/expansion, presentation and Microsoft Office proficiency.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
Save
Mark Applied
Hide
Investment Client Srvcs Analyst (New Accounts) - Hybrid
Franklin, Wisconsin, United States
$23-$35/hr HybridFull Time
4+ YOEAssociate degree or equivalent, 4+ years customer service experience, basic investment product and tax knowledge, strong communication, attention to detail, computer proficiency, and fingerprinting required.
4w
Save
Mark Applied
Hide
Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
2w
Save
Mark Applied
Hide
Tax Associate
Hales Corners or Milwaukee
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block tax course or assessment, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
3mo
Save
Mark Applied
Hide
Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
1w
Save
Mark Applied
Hide
Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
3mo
Save
Mark Applied
Hide
Tax Senior Associate - Advocacy & Controversy
Milwaukee, Wisconsin, United States
$81k-$154k/yr HybridFull Time
3+ YOEEA required; 3–6+ years in tax compliance or advocacy; strong analytical, client-service, and project-management skills; proficient with MS Office.
Microsoft Office
3w
Save
Mark Applied
Hide
Part Time (30 Hour) Associate Banker, Germantown Branch, Germantown, WI
Germantown, Wisconsin, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use bank technology, handle cash devices, high school diploma/GED, client service experience preferred.
Chase Mobile App, Chase.com, ATM
2mo
Save
Mark Applied
Hide
Senior Fund Accountant (Fund Administration)
Minneapolis or Orlando or Salt Lake City or Milwaukee or Sacramento or Atlanta or Dallas or King of Prussia
$65k-$113k/yr OnsiteFull Time
2+ YOEMinimum 2 years relevant accounting/financial experience, Bachelor's degree required (or equivalent experience). Experience with month-end close, account reconciliations, financial statements, AP/AR, client service, and supervising associates.
5d
Save
Mark Applied
Hide
Account Manager II, Commercial Insurance -Hybrid/Green Bay or Milwaukee, WI
Green Bay or Milwaukee
$65k-$85k/yr HybridFull Time
2+ YOERequires 2+ years of insurance experience, high school diploma or equivalent, and strong client service skills. Property and casualty broker's license is preferred or obtainable within 120 days; associate degree preferred.
Explore Jobs