5 client accounting services associate jobs at 3 companies in Stanley, VA
3mo
Save
Mark Applied
Hide
3mo
Client Reporting and Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yrHybridFull Time
CornerStone Partners: Provides outsourced investment management services for nonprofit organizations.
2+ YOEBachelor's degree required, minimum 2 years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, and ability to manage multiple priorities.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
LD&B Insurance & Financial Services: Provides comprehensive insurance and financial planning services to clients.
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
LD&B Insurance and Financial Services: Independent provider of insurance and financial planning services.
Provide client service and operational support for financial services, handle account processing and onboarding, maintain compliance, and perform detailed data entry and reporting.
Financial Services Client Associate (Flexible Work Location)
Harrisonburg, Virginia, United States
$22-$26/hrOnsiteFull Time
LD&B Insurance & Financial Services: Provides comprehensive insurance and financial planning services to clients.
High school diploma or equivalent, ability to obtain applicable insurance licenses/certifications, strong communication and organizational skills, knowledge of insurance regulations and compliance, valid driver's license, able to work 38 hours per week in office.