22 client accounting services associate jobs at 6 companies in Venice, FL
1mo
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Supports client relationships, processes requests and transactions, onboards and maintains accounts, prepares client materials; requires industry product knowledge, strong communication, organizational and computer skills.
Microsoft Office
3w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute money movement transactions, onboard and maintain client accounts, and educate clients on digital tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2mo
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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
1d
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
Requires wealth management office, administrative, and customer service experience; Series 7 and 66 registrations required or obtainable after hire; CRM and Microsoft Office 365 proficiency.
Client Relationship Management (CRM) software, Microsoft Office 365
2w
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Tax Associate
Sarasota, Florida, United States
OnsiteFull Time, Seasonal
High school diploma/GED, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort with digital tools.
Copilot, ChatGPT
2w
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Tax Associate
Cape Coral or Fort Myers
OnsiteFull Time, Seasonal
No prior tax experience required; must complete the H&R Block Income Tax Course, have client service experience, strong communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED.
Copilot, ChatGPT
2w
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Financial Advisor Associate - Sarasota
Sarasota, Florida, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent and 10 years of financial services experience required. Requires Microsoft Office proficiency, banking products and regulations knowledge, communication, analytical skills, and client service expertise.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PFP, insite, Salesforce
1mo
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Part Time (20 Hours) Associate Banker, Lakewood Ranch and State Route 64 Branch, Bradenton, FL
Bradenton, Florida, United States
OnsitePart Time
Provide attentive client service, open and service deposit accounts, handle basic cash operations, and learn products and procedures; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM
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