21 client accounting services associate jobs at 16 companies in Stallings, NC
3d
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Client Associate (Wealth Management)
Charlotte, North Carolina, United States
$75k-$100k/yr OnsiteFull Time
4+ YOERequires 4+ years in wealth management, financial services, client service, advisor support, brokerage operations, private banking, or related work; strong communication, organization, documentation, and operational skills.
Microsoft Office, CRM systems, custodial platforms, digital document tools, e-signature workflows
1mo
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Associate Director, Client Services - Account Management
Charlotte or Denver or New York
$136k-$205k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years PBM/health plan or benefits consulting experience, Excel and Microsoft Office proficiency, experience with structured/unstructured data, strong communication and multitasking skills, ability to travel up to 25%.
Microsoft Office, Microsoft Excel, SQL
2mo
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Registered Private Wealth Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
Must hold FINRA SIE, Series 7 and Series 66 (63/65 accepted), demonstrate advanced industry knowledge, strong client-service skills, and comfort with technology; High School minimum; Bachelor’s preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Registered Client Service Associate-Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients across channels, onboard and maintain client accounts, process transfers, prepare reports; SIE and Series exams required; HS diploma and ~1 year industry experience preferred.
Client Relationship Management (CRM), Microsoft Excel
3w
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Senior Tax Associate - Private Client Services
Rockville or Atlanta or Austin or Bala Cynwyd or Boston or Charlotte or Chicago or Dallas or Denver or Houston or Los Angeles or New York City or Philadelphia or Phoenix or Portland
$82k-$134k/yr RemoteFull Time
3+ YOEBachelor's degree in accounting, recent accounting-firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Requires corporate, S-Corp, or partnership return experience.
tax software
1mo
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Registered Private Wealth Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (63 or 65 accepted), industry knowledge of investment products, client service experience, strong communication, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Senior Audit Associate (Client Service)
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEBachelor's in accounting or related field, 2+ years public accounting audit experience, CPA preferred/eligible, financial institution audit preferred, proficiency with Microsoft Office, Engagement, and Knowledge Coach.
Microsoft Office, Engagement, Knowledge Coach
1d
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Collections/Client Relations Coordinator
Atlanta or Montgomery County or Charlotte or Chester County or Greensboro or Greenville or Miami or Philadelphia or Pittsburgh or Sarasota or Bucks County or West Palm Beach or Wilmington
OnsiteFull Time
5+ YOEAssociate degree or equivalent experience required; bachelor's preferred. Requires 5+ years of collections experience, advanced Microsoft Excel skills, strong organization, communication, customer service, and financial accuracy.
3E, ARCS 3G, Microsoft Excel
1mo
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Copy of Client Account Representative II
Shelby, North Carolina, United States
OnsiteFull Time
5+ YOE5+ years client service or business office experience; high school diploma or GED required; associate degree preferred; strong written and verbal communication, Microsoft Office proficiency, multitasking, organization, and customer-service skills.
Microsoft Office
1mo
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Wealth Management Tax Services Senior Associate
Pittsburgh or Charlotte or Philadelphia or Phoenix or New York City
$77k-$214k/yr OnsiteFull Time
2+ YOEBachelor's degree, at least 2 years' experience, eligible to sit for CPA exam in intended state, experience in tax compliance, financial analysis, tax document drafting, and client advisory.
1mo
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Investment Banking Associate II - Environmental Services
Dallas or Chicago or Cleveland or New York City or Charlotte
$82k-$173k/yr OnsiteFull Time
5+ YOEBachelor's in finance-related field, 5+ years investment banking M&A experience (environmental services preferred), SIE/Series 79/63 (or ability to obtain), Excel/PowerPoint proficiency, strong client and leadership skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ
1mo
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Associate, Global Client Group (Traditional Institutional Group)
Charlotte or Austin
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree required; 2+ years preferred in financial services; strong Excel/Word skills; detail-oriented team player; ability to obtain SIE, Series 7, and Series 63/66 within first 8 weeks.
Microsoft Excel, Microsoft Word, CRM
2w
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Tax Associate
Charlotte or Winston-Salem
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, high school diploma/GED, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
1w
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Wealth Management Associate
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOERequires 5+ years of relevant work experience, Series 7 and required state securities licenses, financial services product knowledge, MS Office proficiency, and strong organizational, communication, and client service skills.
Microsoft Excel, Microsoft Office, MS Online
1w
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Wealth Management Associate
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOERequires 5+ years of relevant work experience, active Series 7 and Series 66 or Series 63 and Series 65 licenses, and strong financial services, client service, organizational, communication, and leadership skills.
Microsoft Excel, MS Office, Microsoft Online
3w
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Associate Analyst, Operations - Performance and Data Recon
Tempe or Fort Mill
$21-$35/hr OnsiteFull Time
1+ YOERequires 1+ year of financial services client-facing or operations experience, strong communication, organization, analytical, problem-solving, and prioritization skills. Bachelor's degree and SIE preferred.
Client Works, Dynamics, NICE, Microsoft Excel, Microsoft Word, Microsoft Office
2w
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Corp Trust Financial Mgmt Analyst 3
Charlotte, North Carolina, United States
$60k-$71k/yr HybridFull Time
2+ YOEAssociate's degree, technical education, or equivalent experience; 2–3 years of related experience; investment, accounting, analytical, mathematical, client service, and Microsoft Excel skills preferred.
Microsoft Excel, Trust Accounting, Bond Accounting
1w
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U.S. Private Bank - Private Banker - Associate
Charlotte, North Carolina, United States
OnsiteFull Time
6+ YOESix-plus years in private banking or financial services, bachelor's degree, Series 7, Series 66, and insurance licenses. Requires sales success, financial expertise, client focus, and strong communication skills.
1mo
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Commercial Lines Select Business Account Manager - Hybrid or Remote (E.S.T.)
Summersville or Charlotte or Bethesda or West Virginia or Georgia or North Carolina or Maryland or District of Columbia or Florida or Virginia or South Carolina
$47k-$70k/yr HybridFull Time
3+ YOE3+ years client-service or industry experience, P&C insurance license, associate degree (BA/BS preferred), strong communication, Microsoft Office proficiency, ability to manage renewals and proposals.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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