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7 client accounting services associate jobs at 4 companies in Thunderbolt, GA

2mo
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Client Associate
Bluffton, South Carolina, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
2+ YOEBA/BS degree, 2+ years industry experience preferred, registered with Series 7 & 66 (or 7,65,63), strong client service, organizational skills, and Microsoft Office/Excel/Outlook proficiency.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Concur
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2mo
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Client Associate
Bluffton, South Carolina, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
BA/BS required. Series 7 & 66 (or 7, 65 & 63) registration required. 2+ years industry experience preferred. Strong client service, organization, and Microsoft Excel & Outlook skills.
Microsoft Excel, Microsoft Outlook, Concur
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6d
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Associate Advisor
Ridgeland, South Carolina, United States
OnsiteFull Time
Dividend Assets Capital
Dividend Assets Capital: Employee-owned wealth and investment management firm serving clients.
3+ YOEBachelor's degree required, Series 65, and 3–5 years of wealth or investment management experience. Requires investment, portfolio management, financial planning, analytical, communication, and client service skills.
Schwab Advisor Services, Orion, Microsoft Office, Microsoft Excel
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2w
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Tax Associate
Beaufort, South Carolina, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients manage tax obligations and build financial confidence.
High school diploma or equivalent, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
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2w
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Tax Associate
Wilmington Island, Georgia, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma or equivalent, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, strong communication and problem-solving skills, and comfort using digital tools.
Microsoft Copilot, ChatGPT
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2w
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Tax Associate
Savannah, Georgia, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax services providing tax preparation and financial services to individuals and communities.
Requires high school diploma or equivalent, 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
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3mo
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Account Manager
Bluffton, South Carolina, United States
HybridFull Time
BrightView
BrightViewNew York Stock Exchange: BV: Provides commercial landscape maintenance, development, and snow removal services.
3+ YOEManage portfolio of landscape maintenance clients; develop estimates; oversee field operations; 3+ years in customer service/leadership; associate/bachelor degree.
CRM, Microsoft Office, Mobile/Field devices
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