22 client accounting services associate jobs at 8 companies in Spring Hill, TN
3d
Save
Mark Applied
Hide
3d
Brokerage Registered Client Service Associate
Brentwood, Tennessee, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent, securities industry or sales assistant experience, securities market and brokerage knowledge, and FINRA SIE, Series 7, and Series 66 licenses required.
AllianceBernsteinNYSE: AB: Provides investment management and research services for global investors.
1+ YOEBachelor's degree, strong academics and leadership experience, analytical and communication skills, relationship-building ability, client focus, multitasking skills, and Word and Excel proficiency; 1–2 years of client service experience desired.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
High school diploma/GED, completed H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort using digital and AI tools. Accounting or finance degree preferred.
Experience in financial planning or wealth management; strong financial planning knowledge, analytical, communication, presentation, organizational, and client service skills; CFP, CFA, or CPA held, in progress, or intended.
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma or GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and successful completion of the H&R Block Income Tax Course.
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/yrRemoteFull Time
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
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.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
Experience in advisory, client service, or insurance brokerage supporting medium-sized accounts; knowledge of risk management and insurance placement; communication, presentation, and relationship-building skills.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
Brook + Whittle: Manufactures sustainable labels and flexible packaging for consumer brands.
2+ YOEAssociate's degree preferred; 2+ years managing client accounts required and 2+ years in printing, manufacturing, or related business preferred. Requires English proficiency and Microsoft Office Suite competency.
Microsoft Office Suite, computers, phones, photocopiers