28 client accounting services associate jobs at 11 companies in Wallkill, NY
3mo
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Client Service Associate
White Plains, New York, United States
$44k-$66k/yr OnsiteFull Time
2+ YOEClerical/account opening, customer service, MS Office, ability to work with financial advisors.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
1w
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Wealth Management Client Associate
Paramus, New Jersey, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate
Armonk, New York, United States
$60k-$65k/yr OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years in financial services preferred. Experience in wealth management, strong multitasking, documentation accuracy, and ability to obtain SIE/Series 7/65 registrations; must be US citizen or permanent resident.
CRM
1mo
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Private Client Group Support Associate
New Canaan, Connecticut, United States
$31-$36/hr OnsiteFull Time
3+ YOE3+ years commercial banking or client service experience; strong communication, attention to detail, and teamwork; proficiency with Microsoft Office (Excel, Word, PowerPoint); familiarity with HubSpot and CRM systems a plus; bachelor's degree preferred.
CRM, HubSpot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3w
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Key Private Bank Client Relationship Associate
Tarrytown, New York, United States
$25-$38/hr HybridFull Time
3+ YOE3 years related experience, bachelor's degree preferred, strong client service and communication, proficiency with Salesforce and Microsoft Office, discretion with sensitive information.
Salesforce, Wealth Direction (WD), Microsoft Office
1mo
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J.P. Morgan Advisors - Senior Client Associate - New York, NY
New York or White Plains or West Harrison or New York
$70k-$100k/yr OnsiteFull Time
Bachelor's degree or equivalent; Series 7 & 66 required upon hire or obtained within 180 days; proficiency with Microsoft Word, PowerPoint, Excel; strong communication and client service skills; self-starter.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
3w
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Client Service and Operations Associate - Hightower Westchester
Harrison, New York, United States
$85k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial or client service experience; BA/BS preferred; Series 65 required or to be obtained within 6 months; strong Microsoft Office/Excel and Salesforce experience preferred; excellent communication and process skills.
Salesforce, Microsoft Excel, Microsoft Office, Outlook, Concur
1w
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Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President
Greenwich, Connecticut, United States
$100k-$140k/yr HybridFull Time
2+ YOE2+ years client-facing or relationship management experience in financial services; foundational knowledge of structured investments; BD/wealth management experience a plus; Series 7 and 63 preferred; strong communication and organization.
CRM
2d
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Tax Associate
Carmel, New York, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
2d
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Tax Associate
Fishkill, New York, United States
$16-$20/hr OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools including Copilot and ChatGPT, and provide client service.
Copilot, ChatGPT
2w
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Wealth Management Associate
Purchase, New York, United States
$90k-$130k/yr OnsiteFull Time
Provide exceptional client service supporting financial advisors; strong knowledge of investment products, MS Office (Excel), digital tools, organization and communication skills.
MS Online, MS Office, Microsoft Excel, internet
2mo
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Chubb Customer Center Account Executive
Whitehouse Station or Phoenix or O Fallon
$55k-$74k/yr OnsiteFull Time
Active Property & Casualty license; Associate degree or equivalent experience; experience in personal lines operations/agency/underwriting/marketing; strong client service and communication; MS Office proficiency; organized, multi-tasking; independent and team-oriented.
Microsoft Office, Word, Excel
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