22 client accounting services associate jobs at 4 companies in Struthers, OH
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Wealth Management Client Associate
Canfield, Ohio, United States
OnsiteFull Time
0+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, strong client focus, detail orientation, proficiency with Microsoft Office and Salesforce, FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Wealth Management Client Associate
Canfield, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, strong client focus, attention to detail, ability to learn technology platforms; FINRA licenses preferred; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Tax Associate
Franklin or United States
OnsiteFull Time, Seasonal
Requires high school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
1w
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Tax Associate
Akron, Ohio, United States
OnsiteFull Time, Seasonal
High school diploma/GED, completed H&R Block Income Tax Course, client-service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
2mo
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Part Time (20 Hours) Associate Banker, Boardman Branch, Boardman, OH
Boardman, Ohio, United States
OnsitePart Time
Delivers attentive client service, opens accounts, processes transactions, educates clients on digital tools; requires high school diploma/GED and client service or comparable experience; cash handling preferred.
Chase Mobile App, Chase.com, ATM
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Associate Financial Advisor
Cranberry Township, Pennsylvania, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or financial services, sales, or relationship-building background; sales or client relationship experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
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