32 client accounting services associate jobs at 14 companies in Thomaston, CT
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
3w
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Client Associate/Registered Client Associate
Farmington, Connecticut, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; FINRA registrations preferred.
Word Processing Software, Desktop Tools
3w
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, ~1 year experience, client-service skills, familiarity with investment products; SIE/Series 7/66 preferred; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr HybridFull Time
Provide client service support to Financial Advisors; manage client materials; use MS Office and Salesforce; financial industry knowledge preferred.
Microsoft Word, Excel, PowerPoint, Salesforce
1mo
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Private Client Group Support Associate
New Canaan, Connecticut, United States
$31-$36/hr OnsiteFull Time
3+ YOE3+ years commercial banking or client service experience; strong communication, attention to detail, and teamwork; proficiency with Microsoft Office (Excel, Word, PowerPoint); familiarity with HubSpot and CRM systems a plus; bachelor's degree preferred.
CRM, HubSpot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
6d
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Tax Experienced Associate, Private Client Services
Stamford, Connecticut, United States
$93k-$95k/yr OnsiteFull Time
1+ YOEBachelor’s degree in accounting, finance, economics, statistics, or another field with CPA certification; one year of relevant experience preferred; Microsoft Office and Adobe Acrobat proficiency required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep
1w
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Part-time Registered Client Service Associate - Springfield, MA
Springfield, Massachusetts, United States
$10k-$55k/yr OnsitePart Time
1+ YOEHigh school diploma or equivalent and 1+ year of securities industry or related experience preferred; requires SIE and Series 7, with Series 63, 65, or 66 as required by state.
Microsoft Excel, Client Relationship Management (CRM) software
2mo
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Associate
Stamford, Connecticut, United States
$80k-$86k/yr OnsiteFull Time
1+ YOEBachelor's degree required; strong analytical and communication skills; proficiency in Microsoft Word and Excel; 1+ year client service experience preferred; willingness to participate in a structured development program.
Microsoft Word, Microsoft Excel
2mo
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Associate Manager
New York City or Union or Windsor or Braintree or Jacksonville
$70k-$140k/yr HybridFull Time
6+ YOE2+ MgmtBachelor's in finance/business, 6+ years investor services experience with ≥2 years leadership, strong client relationship, project management, fund structure and regulatory (AML/KYC, FATCA, CRS) knowledge, excellent communication.
Microsoft Office Suite, Microsoft Excel, investor relations software
3mo
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Sales Executive, Financial Services - Associate Director, New York - BCM (New York, NY, US, 10001-8604)
New York or Jericho or Stamford or Hoboken or Iselin
$266k-$306k/yr HybridFull Time
10+ YOE10-12+ years in business development/sales in professional services; strong Financial Services knowledge; proven record selling complex digital/tech/manged services; global account experience; strong client management and networking; Bachelor's degree or equivalent.
Sales tools, CRM, Social media
2w
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Tax Associate
Springfield or Troy
$14-$18/hr OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
2w
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Tax Associate
Fishkill, New York, United States
$16-$20/hr OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools including Copilot and ChatGPT, and provide client service.
Copilot, ChatGPT
2w
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Associate, NYFS Real Estate
Stamford or Short Hills or New York City
OnsiteFull Time
1+ YOEOne year of corporate tax experience plus a bachelor's degree, J.D., LL.M. in taxation, or master's in taxation; knowledge of corporate taxation, partnerships, consolidations, ASC 740, and client service.
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in Business, Finance, or related field; active Series 65, Series 66, or qualifying professional designation; strong business development, communication, organization, and client service skills.
U4, U5
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
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; active Series 65, Series 66, or qualifying professional designation; 1–3 years investment advisory experience preferred; strong business development and client service skills.
1mo
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Benefits Account Manager
Farmington, Connecticut, United States
$70k-$75k/yr HybridFull Time
2+ YOE2+ years office experience (2–4 preferred), benefits/HR or client service background preferred; Associate's or Bachelor's preferred; proficiency with BenefitPoint, ImageRight, SharePoint, Employee Navigator, Microsoft Outlook/Word/Excel; must obtain Accident, Health & Life Producer license within 90 days.
BenefitPoint, ImageRight, SharePoint, Employee Navigator, Microsoft Outlook, Microsoft Word, Microsoft Excel
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