60 client accounting services associate jobs at 29 companies in Vineland, NJ
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
3+ YOEProvide operational and administrative support to Financial Advisors, onboard clients, process transactions, prepare meeting materials; requires bachelor's in business/finance or equivalent, 3+ years financial services administration, and required securities registrations.
Microsoft Office, Client Relationship Management (CRM)
1mo
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's degree in business/finance (or equivalent), 3+ years admin experience in financial services, 2+ years investment operations, SIE and Series 7 and 63/66 required, proficiency with Microsoft Office and CRM, strong oral and written communication.
Microsoft Office Suite, Client Relationship Management (CRM)
1w
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Client Associate
Mount Laurel Township, New Jersey, United States
$40k-$60k/yr OnsiteFull Time
Bachelor’s degree or related experience; strong communication, organizational, interpersonal, and client service skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain them within 12 months.
ACH
1mo
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
5+ YOESIE required; Series 6/63 required or obtainable in 6 months. High school required (BA preferred). 5+ years financial/customer service experience. Proficient with Microsoft Office; strong client service and multitasking skills.
FINRA, Microsoft Office
2mo
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Associate, Client Advisory
Conshohocken, Pennsylvania, United States
HybridFull Time
Bachelor's degree required. Strong analytical, client service, and communication skills. Microsoft Office (Excel) proficiency. Prior client operations/administration experience is a plus but recent graduates may apply.
Microsoft Office, Microsoft Excel
1mo
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree (or equivalent experience),1+ year financial services client service experience, strong customer service, communication, organizational skills, and proficiency with office software.
1mo
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
2mo
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Financial Client Associate
Northfield, New Jersey, United States
$25-$32/hr OnsiteFull Time
1+ YOEBachelor's degree required, 1+ year client services experience preferred; proficiency with Microsoft Office; familiarity with Pershing/NetX360, Salesforce, Orion, MoneyGuidePro a plus; strong communication, organization, and discretion.
Microsoft Office Suite, Pershing/NetX360, Salesforce, Orion, Microsoft Bookings, MoneyGuidePro
3w
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Senior Client Service Associate
West Conshohocken or Philadelphia
$70k-$85k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years of experience required. Requires investment account knowledge, strong communication and organizational skills, and compliance adherence; Series 65 and CFP® preferred.
CRM
1w
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Registered Client Service Associate
Marlton or Mount Laurel
$64k-$88k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent and 3–5 years of relevant experience. Requires Series 7, securities and IAR registrations, insurance licenses, client service experience, analytical skills, organization, and software proficiency.
3w
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Senior Tax Associate - Private Client Services
Rockville or Atlanta or Austin or Bala Cynwyd or Boston or Charlotte or Chicago or Dallas or Denver or Houston or Los Angeles or New York City or Philadelphia or Phoenix or Portland
$82k-$134k/yr RemoteFull Time
3+ YOEBachelor's degree in accounting, recent accounting-firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Requires corporate, S-Corp, or partnership return experience.
tax software
2mo
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Engagement Manager, Client Transition
Parsippany or Wayne
$86k-$240k/yr OnsiteFull Time
Bachelor's degree required; experience in client services or account management with proven people management; strong technical aptitude, training experience, project and stakeholder management; experience with data/analytics preferred.
1mo
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Client Service Associate - 2/13 Strategic Partners
Radnor, Pennsylvania, United States
OnsiteFull Time
Client service experience, strong interpersonal and problem-solving skills, attention to detail, proficiency in Microsoft Office and CRM, custodian platform experience; FINRA licenses a plus; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, Salesforce, Schwab
2w
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Client Financial & Residential Services Coord
Philadelphia, Pennsylvania, United States
OnsiteFull Time
3+ YOEBachelor's degree in finance, accounting, economics, or business administration preferred, or associate degree with five years' specific experience; 3–5 years' relevant experience, driver's license, insured vehicle, and Microsoft product proficiency required.
Microsoft Excel, Microsoft Word, PA COMPASS, Social Security Administration Site
1mo
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Financial Advisory Services - Senior Associate
Philadelphia or Wilmington or New York City
HybridFull Time
3+ YOEDegree in accounting or finance, 3+ years accounting/finance experience, excellent Microsoft Excel skills, client service and analytical ability, willingness to work in-office average four days/week; CPA and FP&A experience preferred.
Microsoft Excel
4d
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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
2mo
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Associate Director--Commercial Supply Services
Audubon, Pennsylvania, United States
OnsiteFull Time
3+ YOE1+ MgmtBachelor's in science or business, 3+ years client/account management experience in the pharmaceutical industry, 1 year management experience, budget control experience, knowledge of GMP, ERP/sales order processing and supply chain experience preferred.
ERP
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.
4mo
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Relationship Associate
Wilmington, Delaware, United States
$75k-$85k/yr HybridFull Time
4+ YOE4+ years’ trust experience; experience in trust administration; proficient with SEI / Global Plus; strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SEI Global Plus
2w
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Tax Associate
Browns Mills, New Jersey, United States
$16-$20/hr OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
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