57 client accounting services associate jobs at 18 companies in Triangle, VA
2w
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Senior Registered Client Associate
Washington, District of Columbia, United States
$85k-$120k/yr OnsiteFull Time
5+ YOE5+ years in private wealth client associate role supporting UHNW clients; SIE, Series 7 and 66 required; bachelor’s degree preferred; strong attention to detail, discretion, organization, and client-service skills.
AI
2d
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Registered Client Service Associate
Potomac, Maryland, United States
$35k-$90k/yr OnsiteFull Time
Active Series 7 and applicable Series 63, 65, or 66 registrations; high school diploma or equivalent; strong financial services knowledge, client service, writing, organization, computer, and collaboration skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
3w
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Private Client Services Tax Senior Associate
Columbia or Tysons Corner
$83k-$95k/yr HybridFull Time
3+ YOEBachelor's in accounting required, 3+ years tax experience, working toward or licensed CPA preferred; MS Tax a plus; strong technical tax, analytical, client service, and leadership skills.
1w
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Wealth Management Client Associate
Bethesda, Maryland, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking solutions, and ensure operational accuracy while protecting client interests.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4d
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Senior Associate, Client Advisory
Potomac, Maryland, United States
$74k-$82k/yr HybridFull Time
1+ YOEBachelor's degree and 1–3+ years in financial management required. Requires analytical, quantitative, problem-solving, client service, communication, Microsoft Office, and Excel skills; investment knowledge preferred.
Microsoft Office, Microsoft Excel
3w
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Client Service Associate
Alexandria, Virginia, United States
$50k-$65k/yr OnsiteFull Time
2+ YOE2 years relevant financial services experience preferred; bachelor’s degree or equivalent preferred; strong finance knowledge, confidentiality, critical thinking, attention to detail, and multitasking skills.
2mo
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Client Service Associate
Potomac, Maryland, United States
OnsiteFull Time
3+ YOE3+ years in wealth management, tax, or financial services; 2-year degree in business/finance/accounting/tax or equivalent experience; strong communication, attention to detail, compliance record, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics CRM, Schwab Institutional, Black Diamond, eMoney Advisor
1mo
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Registered Client Service Associate
Fredericksburg, Virginia, United States
$67k-$87k/yr OnsiteFull Time
FINRA SIE, Series 7, and Series 63 required; college degree preferred; experience in financial services or banking preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization, communication, and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
2w
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Client Services/Operations Associate
Vienna, Virginia, United States
OnsiteFull Time
2+ YOE2+ years relevant experience preferred, strong interpersonal and confidential handling skills, organized with attention to detail, willingness to learn finance operations and ACATs processes.
ACATs
3w
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Registered Wealth Management Client Associate
Washington, District of Columbia, United States
$27-$45/hr OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, strong client service, investment product knowledge, Microsoft and Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2d
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Registered Client Service Associate
Potomac, Maryland, United States
$35k-$90k/yr OnsiteFull Time
2+ YOEActive Series 7 and applicable Series 66, or Series 63 and Series 65 licenses; high school diploma required, college degree preferred, and two or more years of industry experience preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
3w
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Audit Senior Associate - Commercial Services
Washington or Boston
$71k-$140k/yr HybridFull Time
2+ YOE2+ years public accounting external audit experience, bachelor's degree (150 credit hours for CPA), CPA strongly preferred or pursuing, engagement management and staff supervision, ability to travel to client sites.
2d
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Tax Associate
Temple Hills, Maryland, United States
$17-$21/hr OnsiteFull Time, Seasonal
Requires high school diploma or equivalent, H&R Block tax course completion, client service experience, communication and problem-solving skills, and comfort with digital tools including AI tools.
Microsoft Copilot, ChatGPT
1d
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(Associate) Investment Officer, Financial Services Solutions & Impact
Washington, District of Columbia, United States
OnsiteFull Time, Contract
4+ YOEMBA or master's degree in finance, 4–7 years of investment or banking experience, strong financial and credit skills, transaction structuring experience, client relationship expertise, leadership skills, English fluency, and extensive travel willingness.
SCDs, CPSDs
3w
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Full Time (40 Hours) Associate Banker, Leesburg Branch, Leesburg, VA
Leesburg, Virginia, United States
OnsiteFull Time
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com
4w
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
1d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
2mo
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
$75k-$160k/yr OnsiteFull Time
2+ YOEBachelor's degree required. 2+ years preferred in client service or financial industry. SIE, Series 7 and 63 required. Strong communication, organization, client service orientation, and ability to work under pressure.
2w
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Associate Service Delivery Manager
Gaithersburg, Maryland, United States
OnsiteFull Time
3+ YOE3+ years progressive IT experience; bachelor’s preferred; must manage client accounts, drive renewals/projects, coordinate vendors, and attain CompTIA Project+ within 9 months.
1w
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Graphic Account Manager (94396)
Dallas or Chicago or Anaheim or Las Vegas or Orlando or Atlanta or New Orleans or Nashville or Alexandria
HybridFull Time
Experience managing client graphic requirements, Adobe InDesign/Photoshop/Illustrator skills, Microsoft Office proficiency, strong customer service, organizational and problem-solving skills; associate preferred, high school diploma required.
Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Microsoft Office
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