125 client accounting services associate jobs at 36 companies in Walnut, CA
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Bachelor's in accounting preferred; CPA/CMA preferred; knowledge of general ledger accounting; proficiency with Microsoft Word and Excel and QuickBooks; strong communication and analytical skills; authorized to work in the US.
Microsoft Word, Microsoft Excel, QuickBooks
2w
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Bachelor's in accounting preferred; knowledge of general ledger accounting, month-end close, reconciliations and financial reporting. Proficiency with Microsoft Word/Excel and QuickBooks. CPA/CMA preferred but not required.
Microsoft Word, Microsoft Excel, QuickBooks
1mo
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Associate, Client Accounting
Beverly Hills or Los Angeles
$71k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred; 3+ years accounting experience; proficiency in Excel, Outlook, and NetSuite; strong communication, organization, and customer-service skills; understanding of accrual accounting and revenue recognition.
Microsoft Excel, Microsoft Outlook, NetSuite
3w
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
1w
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Client Services Associate
Santa Monica, California, United States
$80k/yr OnsiteFull Time
Gerber Kawasaki: Independent wealth management and personalized financial planning services.
3+ YOE3+ years client services or operations experience in wealth management preferred; proficiency with custodial platforms, Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign; strong communication, organization, and attention to detail.
Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign
1mo
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Premier Client Services Associate
Pasadena, California, United States
$20-$27/hr OnsiteFull Time
2+ YOEHigh school diploma plus 3 years customer service (or Associate’s degree plus 2 years); familiarity with new account opening and loan operations; strong communication, organization, and Microsoft Office skills; legal authorization to work in the U.S.; no visa sponsorship.
Microsoft Office
1mo
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Senior Associate – Private Client Services
Los Angeles, California, United States
$99k-$124k/yr OnsiteFull Time
2+ YOE2+ years relevant tax experience; Bachelor's or advanced degree (MAcc,MST,JD) preferred; minimum GPA 3.0; CPA or JD credential desired; strong communication and technology proficiency.
3w
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Client Associate/Registered Client Associate
Los Angeles, California, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or job-related experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) required or willingness to obtain.
Word Processing Software, Desktop Tools
3mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEProvide administrative and client service support for financial advisors, process account openings and maintenance, enter orders, and perform clerical functions; Series 7 and 63/66 required; 2 years investment industry experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Registered Client Associate
Pasadena, California, United States
$65k-$85k/yr OnsiteFull Time
3+ YOESIE, Series 7 and 66 licenses; 3+ years client service experience in finance preferred; bachelor's or master's in finance preferred; proficient in Microsoft Office Suite; strong communication and attention to detail.
Microsoft Office Suite
3w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
3w
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Registered Client Service Associate
Pasadena, California, United States
$35k-$90k/yr OnsiteFull Time
High school diploma or equivalent required (college preferred). Active Series 7 and Series 66 or Series 63+65 required. Advanced Microsoft Office skills, industry product knowledge, strong client service and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
3w
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Wealth Management Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, deliver accurate client materials, promote banking products, learn technology platforms, and handle sensitive information with discretion.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate
Brea, California, United States
$60k-$85k/yr OnsiteFull Time
1+ YOE1+ year financial services experience, CRM and Microsoft Office proficiency, knowledge of basic investment concepts, strong communication, administrative and account processing skills.
Client Relationship Management (CRM) software, Microsoft Office
1mo
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Associate, Investor Services
Los Angeles, California, United States
$115k-$135k/yr OnsiteFull Time
3+ YOEBachelor's degree, minimum 3 years' relevant experience (investment/wealth management, consulting, or financial services preferred). Strong attention to detail, client service orientation, ability to manage multiple priorities, and proficiency with Microsoft Excel and PowerPoint. Salesforce/Intralinks experience a plus.
Salesforce, Intralinks, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio
1mo
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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
1mo
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Senior Associate – Private Client Services
Los Angeles, California, United States
$99k-$124k/yr OnsiteFull Time
2+ YOE2+ years relevant tax experience; Bachelor’s and/or advanced degree (MAcc, MST, JD); CPA or JD desired; minimum 3.0 GPA preferred; proficient with technology; ability to work in fast-paced environments.
1w
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Federal Tax Services Associate (Fall 2027/Winter 2028)
Los Angeles, California, United States
$75k-$89k/yr OnsiteFull Time
B.A./B.S. (accounting), accounting major preferred, travel to client sites, 3.0 GPA preferred, pursuing CPA, strong Excel and communication skills.
Microsoft Excel
3mo
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Collections/Client Relations Coordinator
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
3w
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Client Excellence Coordinator
La Verne, California, United States
$20-$35/hr OnsiteFull Time
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Microsoft Office, Tax software, CRM
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