16 client accounting services associate jobs at 9 companies in Superior, AZ
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Client Associate/Registered Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Bachelor's degree or job-related experience, strong verbal/written communication and client service skills, attention to detail, willingness to obtain Series 7 and 66 (or 63/65) licenses within 12 months.
1mo
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Wealth Management Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking offerings, and use technology platforms; SIE/Series7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Registered Client Service Associate
Scottsdale, Arizona, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute transactions, onboard and maintain client accounts, and support digital tool enrollment. Series 7/63/65/66 licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
3d
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Block Advisors Accounting Specialist
Mesa, Arizona, United States
OnsiteFull Time
High school diploma required; associate degree preferred. Requires bookkeeping and accounting knowledge, Microsoft Office proficiency, client service skills, and national bookkeeping and payroll certifications or ability to obtain them.
Microsoft Word, Microsoft Excel, OpenOffice
1mo
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Operations Associate - Client Services
Scottsdale, Arizona, United States
$50k-$72k/yr HybridFull Time
2+ YOE2+ years financial services experience, strong operations knowledge (new accounts, cashiering, transfers, maintenance), CRM (Salesforce) experience, bachelor’s degree or equivalent, excellent communication and organizational skills.
Salesforce
1mo
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1834 Wealth Client Exp Spec
Scottsdale, Arizona, United States
$62k-$122k/yr OnsiteFull Time
3+ YOE3–5 years in wealth management or financial services, bachelor’s preferred (or associate +5 years), proficiency in Microsoft Office and CRM (Salesforce), strong communication, analytical and organizational skills.
Salesforce, Microsoft Office
3mo
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Associate Advisor
Scottsdale, Arizona, United States
$70k-$75k/yr OnsiteFull Time
2+ YOE2+ years in financial services or degree in financial planning; Bachelor's degree; FINRA Series 7 & 65 or willingness to obtain; CRM experience preferred; strong client management skills.
Redtail, LPL ClientWorks
2w
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Tax Associate
Mesa, Arizona, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, 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
2w
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Tax Associate
Scottsdale, Arizona, United States
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
2w
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Tax Associate
Scottsdale, Arizona, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2w
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Tax Associate
Casa Grande, Arizona, United States
OnsiteSeasonal, Full Time
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 or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Gilbert, Arizona, United States
OnsiteFull Time, Seasonal
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 or Tax Knowledge Assessment.
Copilot, ChatGPT
2w
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Tax Associate
Chandler or Mesa
OnsiteSeasonal
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 or Tax Knowledge Assessment.
Copilot, ChatGPT
1mo
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Registered Associate II
Tempe, Arizona, United States
OnsiteFull Time
3+ YOEClient servicing, account onboarding, trade execution; thorough knowledge of investment products; FINRA SIE, Series 7 and 63/65 or 66 required; college degree preferred; 3+ years client-facing financial services experience preferred; authorized to work in the U.S.
Microsoft Office, Wealthscape, Morningstar Analytics, Thomson ONE
2w
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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
1w
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School Finance Analyst
Chandler, Arizona, United States
OnsiteFull Time
Experience in financial analysis, accounting, or auditing; strong analytical, communication, organizational, and client-service skills. Associate or bachelor's degree preferred.
QuickBooks, Sage Intacct
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