5 client accounting services associate jobs at 3 companies in Waterloo, IA
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Investment Client Strategy Associate
Independence, Iowa, United States
OnsiteFull Time
2+ YOEBachelor's degree in finance, business, economics, or related field; Series 7, 65, and/or 66 licenses; 2–5 years of relevant financial services experience; strong analytical, presentation, organizational, and project management skills.
Microsoft Excel, Microsoft PowerPoint
2w
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Tax Associate
Marion, Iowa, United States
OnsiteSeasonal, Full Time
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.
Copilot, ChatGPT
2w
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Tax Associate
Waterloo, Iowa, United States
OnsiteFull Time, Seasonal
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.
Copilot, ChatGPT
2w
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Tax Associate
New Hampton, Iowa, United States
OnsiteFull Time, Seasonal
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.
Microsoft Copilot, ChatGPT
2mo
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Account Associate - State Farm Agent Team Member
Oelwein, Iowa, United States
$60k-$80k/yr OnsiteFull Time
Strong organizational and communication skills; excellent customer service; previous insurance or related experience preferred; comfortable with databases and client-facing sales and service.