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21 client accounting services associate jobs at 7 companies in Springfield, OH

2w
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
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3mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH
Westerville, Ohio, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Valid Series 7; Series 66 (63/65) or equivalent; SIE; Life and Health Insurance licenses; must obtain within 120 days; client service, wealth planning, risk management, and compliance
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2mo
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Audit Senior Associate - Financial Services
Columbus or Chicago or Cleveland or Oak Brook Terrace or Grand Rapids or South Bend or Indianapolis
$71k-$140k/yr HybridFull Time
Crowe
Crowe: Global professional services firm providing audit, tax, and consulting.
2+ YOE2+ years external audit experience; financial services focus; CPA certification in home state preferred; strong leadership and client-facing skills; willing to travel
Audit software
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4d
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Tax Associate
Grove City, Ohio, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax services providing tax preparation and financial products to individuals and communities.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
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1w
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Associate Account Manager
Columbus, Ohio, United States
OnsiteFull Time
VPL
VPL: SaaS platform optimizing shipping and logistics for healthcare organizations.
1+ YOERequires 1–3 years in account management, customer success, client services, healthcare, logistics, SaaS, or related work, plus strong communication, analytical, problem-solving, and account management skills.
Salesforce, Microsoft Office, Microsoft Excel, Microsoft PowerPoint
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4d
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Tax Associate
Springboro or Toledo
OnsiteSeasonal, Full Time
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
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4w
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Associate Financial Advisor
Worthington, Ohio, United States
$75k-$90k/yr OnsiteFull Time
Highview Advisor Group
Highview Advisor Group: Provides personalized financial planning and wealth management services.
Series 7 and Series 66, active Ohio life & health licenses, some financial services experience, strong client communication, Microsoft Office/Excel comfort; bachelor’s degree preferred; APMA designation preferred.
Microsoft Office, Microsoft Excel
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3w
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Account Manager
Columbus, Ohio, United States
OnsiteFull Time
Yardmaster
Yardmaster: Commercial landscaping, grounds maintenance, and snow management services.
5+ YOEManage client portfolios, drive revenue growth, prepare estimates, maintain A/R, 5+ years customer service/management experience, associate or bachelor in business or equivalent, Microsoft Office and Asset proficiency.
Asset, Microsoft Windows, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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