14 client accounting services associate jobs at 3 companies in Thomasville, NC
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking and investment solutions; strong communication and technology skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
14h
Save
Mark Applied
Hide
Collections/Client Relations Coordinator
Atlanta or Montgomery County or Charlotte or Chester County or Greensboro or Greenville or Miami or Philadelphia or Pittsburgh or Sarasota or Bucks County or West Palm Beach or Wilmington
OnsiteFull Time
5+ YOEAssociate degree or equivalent experience required; bachelor's preferred. Requires 5+ years of collections experience, advanced Microsoft Excel skills, strong organization, communication, customer service, and financial accuracy.
3E, ARCS 3G, Microsoft Excel
2w
Save
Mark Applied
Hide
Tax Associate
Reidsville, North Carolina, United States
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma or equivalent required; accounting or finance degree preferred.
Microsoft Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
Charlotte or Winston-Salem
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, high school diploma/GED, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
Winston-Salem, North Carolina, 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
Save
Mark Applied
Hide
Tax Associate
Mooresville, North Carolina, United States
OnsiteFull Time, Seasonal
Requires high school diploma/GED, customer or client service experience, 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
Save
Mark Applied
Hide
Tax Associate
Greensboro, North Carolina, 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 or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
Greensboro, North Carolina, 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.
Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
High Point, North Carolina, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools including Copilot and ChatGPT, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
Sanford or Greensboro
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion or enrollment in the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
Grand Junction or Greensboro
$14-$18/hr OnsiteSeasonal, Full Time
Requires high school diploma/GED, completion of the H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
High Point, North Carolina, United States
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools including Copilot and ChatGPT, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1w
Save
Mark Applied
Hide
Portfolio Management Senior Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
2+ YOERequires 2+ years at a financial institution focused on high-net-worth client service and sales. Investment administration experience desired; bachelor's degree in business, finance, economics, or law preferred.
3d
Save
Mark Applied
Hide
Portfolio Management Senior Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
2+ YOEMinimum 2 years with a financial institution serving high-net-worth clients in service and sales. Investment administration experience desired; bachelor's degree in business, finance, economics, or law desired.