18 client accounting services associate jobs at 16 companies in Stockton, CA
1w
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Client Associate
Sacramento, California, United States
$55k-$75k/yr OnsiteFull Time
1+ YOECollege degree in Business, Finance, or Accounting required; 1–3 years of client service experience; Series 7 and 66 licenses required or obtainable within six months; Microsoft Office proficiency.
Microsoft Office Suite
4d
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Client Service Associate
Martinez, California, United States
$18/hr OnsiteFull Time
Requires strong customer service, problem-solving, communication, organizational, interpersonal, listening, IT, and account management skills, with attention to detail and confidentiality.
4w
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Sr. Client Service Associate/ Sr. Client Service Manager
Walnut Creek, California, United States
$80k-$120k/yr HybridFull Time
3+ YOE3+ years industry experience for associate (7+ for manager); bachelor’s preferred; Series 7 and 66 (or 63 and 65) for manager; proficiency with Microsoft Office Suite, Salesforce, Workday; strong communication and organizational skills.
Microsoft Office Suite, Salesforce, Workday
1mo
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
3+ YOE3-5+ years client service or wealth management operations experience; strong communication, accuracy, account maintenance, onboarding, transfers, and discretion; familiarity with ACH/ACATs/wires and CRM workflows.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
2w
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
Requires knowledge of financial accounts and documents, technology platforms, strong organization, communication, multitasking, teamwork, and experience with DocuSign, Concur, Salesforce, and Black Diamond.
DocuSign, Concur, Salesforce, Black Diamond
2mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
Danville, California, United States
$29-$40/hr OnsiteFull Time
Must obtain/hold Series 7 and Series 66 (or 63/65) and Life & Health Insurance license within 60 days; SIE required if registered after Oct 1, 2018. Role requires client service, account operations, KYC and compliance adherence.
3w
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Client Service Manager
Walnut Creek, California, United States
$90k-$105k/yr HybridFull Time
0+ YOEHigh school diploma or GED required; finance-related bachelor's degree preferred. Requires strong analytical, communication, organizational, spreadsheet, financial modeling, and Microsoft Office skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
2mo
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Audit Senior Associate - Financial Services
Los Angeles or Sacramento or San Francisco or Costa Mesa
$71k-$140k/yr HybridFull Time, Seasonal
2+ YOE2+ years recent external public accounting/audit experience, asset management client experience required; experience supervising staff, ability to travel to client sites, meet CPA education requirements (CPA license preferred).
1w
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Tax Experienced Associate - Private Wealth/Private Client Services
Santa Clara or San Francisco or Rancho Cordova or Walnut Creek or San Jose or Sacramento or United States or New York City or London or Los Angeles or Chicago or Boston
$83k-$109k/yr OnsiteFull Time
1+ YOEFour-year degree, eligibility for CPA, law license, or enrolled agent credential, and one year of tax compliance and consulting experience. Requires Microsoft Suite skills and strong analytical, communication, and collaboration abilities.
Microsoft Suite
19h
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Senior Tax Associate
United States or Cupertino or Santa Cruz or Pleasanton or California
RemoteFull Time
3+ YOEBachelor’s degree in accounting, finance, or related field; 3+ years in tax or accounting; tax law knowledge; Excel and Word proficiency; strong research, organization, communication, and client service skills.
Microsoft Excel, Microsoft Word, UltraTax, Axcess Tax, Drake, Lacerte
2mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA
Dublin, California, United States
$29-$40/hr OnsiteFull Time
Active Series 7 required (or within 60 days), SIE if registered after Oct 1, 2018, Series 66 and life & health insurance license to be obtained within 60 days; client service, operations, compliance, and relationship support skills.
2w
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Tax Associate
Modesto, California, United States
$16-$20/hr OnsiteSeasonal, Part Time
H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, digital tools proficiency, and high school diploma or GED required.
Copilot, ChatGPT
2w
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Financial Advisor Associate
Pleasanton, California, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organizational, problem-solving, and client-service skills; U.S. work authorization required.
Financial Planning Specialist (FPS)
1mo
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Account Associate - State Farm Agent Team Member
Sacramento, California, United States
OnsitePart Time
Provide customer service and account management for insurance clients; assist sales representatives; strong organization and phone communication skills; prior insurance experience preferred.
1w
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Practice Manager/Associate
Walnut Creek, California, United States
HybridFull Time
5+ YOEMinimum 5 years of financial services experience, preferably in an independent advisory office. Requires strong organization, interpersonal, client service, computer, and problem-solving skills; FINRA licenses preferred.
Microsoft Windows, Microsoft Outlook, Microsoft Excel, Microsoft Word, eMoney, Redtail, B/D Intranet
3mo
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Account Associate - State Farm Agent Team Member
Sacramento, California, United States
$42k-$65k/yr OnsiteFull Time
Customer-service oriented with sales experience; able to obtain Property & Casualty and Life/Health licenses; grow marketing and client base.
2mo
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Associate Wealth Advisor, Schwab Wealth Advisory
Walnut Creek, California, United States
$101k-$113k/yr OnsiteFull Time
Requires active FINRA Series 7 and Series 66 (or ability to obtain Series 66 within 120 days), knowledge of investment products and regulations, client relationship servicing skills, prioritization, proactivity, coachability, and adaptability; bachelor’s degree preferred.
1mo
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Hospital Manager II
Tracy, California, United States
$80k-$100k/yr OnsiteFull Time
Lead and develop staff, manage hospital operations and P&L, hire and coach associates, analyze reports, oversee maintenance, purchasing and accounts receivable, enforce safety and client service standards.
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