56 client accounting services associate jobs at 19 companies in Tennessee
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Client Accounting & Advisory Services Associate
Kingsport, Tennessee, United States
OnsiteFull Time
1+ YOE1–3 years bookkeeping or small business accounting experience, 1–2 years payroll experience, proficiency with QuickBooks Online/Desktop, associate's or bachelor's in accounting preferred, strong attention to detail and communication.
QuickBooks Online, QuickBooks Desktop
1mo
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Accounting Clerk, Client Services
United States or Brentwood
RemoteFull Time
1+ YOE1–3 years accounting/bookkeeping experience, associate degree in accounting/finance preferred, proficiency with accounting software and Microsoft Excel, strong attention to detail and confidentiality.
Microsoft Excel
1mo
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Private Wealth Client Associate
Knoxville, Tennessee, United States
OnsiteFull Time
1+ YOEClient-focused associate with 1 year experience, high school diploma/GED, strong communication, attention to detail, ability to learn technology platforms and deliver client service.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Accountant - Client Accounting Services
Memphis, Tennessee, United States
$55k-$70k/yr OnsiteFull Time
2+ YOE2+ years bookkeeping/accounting experience; high school diploma required, associate or bachelor preferred; proficiency with Microsoft Excel; strong communication and interpersonal skills.
Microsoft Excel
1mo
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Private Wealth Client Associate
Knoxville, Tennessee, United States
OnsiteFull Time
Provide client service and operational support for a wealth management advisory team; strong communication, attention to detail, and computer skills; pursuing or holding SIE/Series licenses preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Senior Registered Client Service Associate-Chattanooga, TN
Chattanooga, Tennessee, United States
OnsiteFull Time
5+ YOEHigh school diploma and ~5 years financial services experience; SIE and Series 7 required, Series 63/65/66 as state-required; strong communication, Excel and CRM skills; ability to manage client onboarding, account maintenance, and trading support.
CRM, Microsoft Excel
2w
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Tax Associate
Franklin, Tennessee, United States
OnsiteSeasonal, Part Time
High school diploma/GED, completed H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort using digital and AI tools. Accounting or finance degree preferred.
Copilot, ChatGPT
1w
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Wealth Associate
Brentwood, Tennessee, United States
OnsiteFull Time
Experience in financial planning or wealth management; strong financial planning knowledge, analytical, communication, presentation, organizational, and client service skills; CFP, CFA, or CPA held, in progress, or intended.
2w
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Tax Associate
Memphis, Tennessee, United States
OnsiteFull Time, Seasonal
Requires tax course completion, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or equivalent. No prior tax experience required.
Copilot, ChatGPT
1mo
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Wealth Strategy Associate
Johnson City, Tennessee, United States
OnsiteFull Time
3+ YOE3+ years client service experience in finance preferred; Series 7 and 66 licenses (for registered CSAs), bachelor's or master's in finance preferred; strong communication, analytical and problem-solving skills.
1w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
2w
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Senior Registered Service Associate
Louisville or Nashville
OnsiteFull Time
5+ YOEHigh school diploma or equivalent, active Series 7 and Series 66 or Series 63 and Series 65, and at least 5 years of financial industry experience required. Strong computer, organizational, communication, and client service skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1w
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Associate II - Advisory
Nashville, Tennessee, United States
HybridFull Time
Experience in advisory, client service, or insurance brokerage supporting medium-sized accounts; knowledge of risk management and insurance placement; communication, presentation, and relationship-building skills.
2w
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Senior Registered Service Associate
Louisville or Nashville
OnsiteFull Time
5+ YOEHigh school diploma required; college degree preferred. Requires 5+ years of industry experience, active Series 7 and Series 66 or Series 63 and Series 65, strong Microsoft Office skills, and client service expertise.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
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Associate - Estate Admin Team
Nashville, Tennessee, United States
OnsiteFull Time
Bachelor's degree, private wealth or private client experience, strong communication and leadership skills, and SIE, Series 7, and Series 63 licenses. Trust and estate services experience preferred.
1mo
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Part Time (20 Hours) Associate Banker, Northshore Branch, Chattanooga, TN
Chattanooga, Tennessee, United States
OnsitePart Time
Provide attentive client service, open and maintain accounts, handle cash devices, and use digital banking tools. High school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
2w
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Associate Account Manager
Knoxville, Tennessee, United States
$31-$41/hr HybridFull Time
1+ YOELife & Health insurance license,1+ years benefits/account management or client service experience,strong communication and organizational skills,proficiency with Microsoft Office,knowledge of benefits compliance preferred.
Microsoft Office
1mo
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Associate Portfolio Strategist | Retirement Plans
Memphis, Tennessee, United States
HybridFull Time
0+ YOEHigh school diploma or GED required; 0–2 years DB investment management experience; proficiency with MS Office, Concur, and Skype; pursuing CFA/CFP; strong communication, analytical, and client service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Concur, Skype
1w
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Resource Management and Scheduling Manager
St. Louis or Chicago or Denver or Kansas City or Las Vegas or Nashville
OnsiteFull Time
Preferred associate degree in accounting or a related field, public accounting experience, strong technical and analytical skills, Microsoft Office proficiency, communication skills, ethics, and client service ability.
Microsoft Office, Microsoft Word, Microsoft Excel, Practice Management, ProStaff, CCH Suite, Workstream, Client Central
2d
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Account Support Specialist
La Vergne, Tennessee, United States
$55k-$65k/yr OnsiteFull Time
2+ YOEAssociate's degree preferred; 2+ years managing client accounts required and 2+ years in printing, manufacturing, or related business preferred. Requires English proficiency and Microsoft Office Suite competency.
Microsoft Office Suite, computers, phones, photocopiers
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