12 client accounting services associate jobs at 8 companies in Vandergrift, PA
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Wealth Management Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors; client-centric, detail-oriented, able to learn new technology platforms; high school diploma required; SIE/Series licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate-HYBRID
Pittsburgh, Pennsylvania, United States
HybridFull Time
2+ YOEProvide executive-level administrative support to financial advisors, deliver concierge client service, process account transactions, maintain CRM and eMoney, and possess strong Microsoft Office skills; SIE certification encouraged.
Microsoft Word, Microsoft Excel, Outlook, Teams, OneNote, SharePoint, Zoom, DocuSign, eMoney
1d
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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
3w
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Mid Office Services Analyst
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
3+ YOECompletes client transactions, reviews documentation for accuracy, coordinates with internal partners; requires typically an Associate degree and 3+ years related experience.
1mo
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Wealth Management Tax Services Senior Associate
Pittsburgh or Charlotte or Philadelphia or Phoenix or New York City
$77k-$214k/yr OnsiteFull Time
2+ YOEBachelor's degree, at least 2 years' experience, eligible to sit for CPA exam in intended state, experience in tax compliance, financial analysis, tax document drafting, and client advisory.
2w
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Tax Associate
Pittsburgh, Pennsylvania, United States
OnsiteSeasonal, Part Time
High school diploma or 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
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Tax Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
2w
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Tax Associate
Grove City, Pennsylvania, 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.
Copilot, ChatGPT
2w
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Tax Associate
Pittsburgh, Pennsylvania, United States
OnsiteSeasonal, Full Time
Requires 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.
Copilot, ChatGPT
1mo
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Associate Financial Advisor
Cranberry Township, Pennsylvania, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or financial services, sales, or relationship-building background; sales or client relationship experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
1mo
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Sales Assistant - PNC Wealth Management
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
3+ YOEProvides sales and service support, prepares and verifies client documentation, performs processing and account updates; typically requires an associate degree and 3+ years related experience.