6 client accounting services associate jobs at 2 companies in Trinity, AL
1mo
Save
Mark Applied
Hide
1mo
Client Service Associate
Huntsville, Alabama, United States
OnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors, execute money movement transactions, assist with account documentation and digital tool enrollment; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
H&R Block: A tax services providing tax preparation and financial services to individuals and communities.
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.
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
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.
H&R Block: A tax services combining human expertise with digital innovation to support clients and communities.
High school diploma/GED, customer or client service experience, clear communication, problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
Requires high school diploma/GED, completion of the H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma or equivalent, H&R Block Income Tax Course completion, customer or client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.