11 client accounting services associate jobs at 5 companies in Wahoo, NE
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Wealth Management Client Associate
Omaha, Nebraska, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, deepen client relationships, and follow bank policies; strong computer and communication skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma/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.
H&R Block: A tax services providing tax preparation, financial products, and client support.
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 manage their taxes and finances.
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, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital tools including AI tools.
H&R Block: A tax preparation and financial services serving clients 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.
Requires high school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion or enrollment in 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.
No prior tax experience required. Requires high school diploma/GED, H&R Block tax course completion, client service experience, communication and problem-solving skills, and comfort using digital tools including AI tools.
First National Bank of OmahaOTC Pink: FINN: Provides retail and commercial banking services across the Midwest.
2+ YOEMinimum two years banking experience, high school diploma/GED, strong client service and communication skills, ability to handle confidential information, attention to detail, multitasking, and unrestricted US work authorization.
Koley Jessen: Provides comprehensive legal services for businesses and individuals.
2+ YOE2+ years accounts receivable/revenue cycle or billing experience; Associate's in accounting/finance/business preferred; strong Excel and Office skills; attention to detail and client-service orientation.