29 client accounting services associate jobs at 11 companies in Smyrna, DE
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
5+ YOESIE required; Series 6/63 required or obtainable in 6 months. High school required (BA preferred). 5+ years financial/customer service experience. Proficient with Microsoft Office; strong client service and multitasking skills.
FINRA, Microsoft Office
1mo
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree (or equivalent experience),1+ year financial services client service experience, strong customer service, communication, organizational skills, and proficiency with office software.
1mo
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
1mo
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Financial Advisory Services - Senior Associate
Philadelphia or Wilmington or New York City
HybridFull Time
3+ YOEDegree in accounting or finance, 3+ years accounting/finance experience, excellent Microsoft Excel skills, client service and analytical ability, willingness to work in-office average four days/week; CPA and FP&A experience preferred.
Microsoft Excel
1mo
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Trust Associate
Wilmington, Delaware, United States
HybridFull Time
3+ YOESupport day-to-day administration of complex personal trust accounts, manage billing and transactions, assist onboarding, prepare committee materials, and maintain high client service and regulatory standards.
3w
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Client Success & Sales Operation Specialist
Easton, Maryland, United States
$50k-$60k/yr OnsiteFull Time
2+ YOEAssociate's or Bachelor's (or equivalent experience),2+ years customer service/inside sales or account support in regulated labs,proficiency with CRM,LIMS/ERP,Microsoft Office,strong written/verbal communication and attention to detail,authorization to work in US.
CRM, LIMS, ERP, Microsoft Office, Microsoft SharePoint
3mo
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Relationship Associate
Wilmington, Delaware, United States
$75k-$85k/yr HybridFull Time
4+ YOE4+ years’ trust experience; experience in trust administration; proficient with SEI / Global Plus; strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SEI Global Plus
1w
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Tax Associate
Seaford, Delaware, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, clear communication, problem-solving, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1w
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Tax Associate
Bridgeton or Marlton
$16-$20/hr OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, demonstrate client service, communication, problem-solving, and digital tool skills, and have a high school diploma or equivalent.
Copilot, ChatGPT
1w
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Associate Financial Advisor
Wilmington, Delaware, United States
$77k-$127k/yr OnsiteFull Time
1+ YOEBachelor’s degree preferred; 1–3 years in financial services support, client-facing, or sales roles; obtain Series 65 and Life & Health licenses within 6 months and complete CFP requirements within 2 years.
Microsoft Office 365, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Salesforce
6d
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst/Associate - Wilmington, DE
Wilmington, Delaware, United States
OnsiteFull Time
Bachelor’s degree required. Requires client service focus, clear thinking under pressure, strong communication, organization, integrity, autonomy, collaboration, and interest in financial markets.
2mo
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Account Associate - State Farm Agent Team Member
West Deptford, New Jersey, United States
$50k-$70k/yr OnsiteFull Time
Licensed or willing to obtain Property & Casualty and Life & Health licenses; sales and client service experience; strong communication and ability to meet targets.
6d
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst/Associate - Wilmington, DE
Wilmington, Delaware, United States
OnsiteFull Time
Bachelor’s degree required; strong client service, communication, organizational, interpersonal, analytical, and autonomous working skills in a fast-paced environment.
Employee Assistance Program (EAP)
6d
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst/Associate - Wilmington, DE
Wilmington, Delaware, United States
OnsiteFull Time
Bachelor's degree required; strong client service, communication, organizational, interpersonal, analytical, and autonomous working skills with integrity and ability to perform under pressure.
6d
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Personal Lines Account Manager
Media, Pennsylvania, United States
$55k-$75k/yr RemoteFull Time
2+ YOERequires an active Pennsylvania Property & Casualty insurance license, associate degree, personal lines insurance knowledge, Microsoft Office Suite, carrier platforms, and strong client service and communication skills.
Microsoft Office Suite, EPIC
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