17 client accounting services associate jobs at 14 companies in Waunakee, WI
1mo
Save
Mark Applied
Hide
Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
1mo
Save
Mark Applied
Hide
Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent,1+ year financial services or client services experience,customer service and problem-solving skills,licensed or obtain WI life & health insurance,SIE,Series 7 and Series 66 within first year.
1mo
Save
Mark Applied
Hide
Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, client communication; bachelor’s in finance/economics preferred; CRM and Microsoft Office proficiency; strong organization and client focus.
Microsoft Office Suite, CRM, custodial platforms
3w
Save
Mark Applied
Hide
Client Service Associate Float
Monona, Wisconsin, United States
OnsiteFull Time
Handle teller and account services across multiple branch locations, cash handling experience preferred, high school diploma or equivalent, strong communication and problem-solving skills.
4w
Save
Mark Applied
Hide
Registered Financial Client Associate
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial services experience, bachelor’s degree or equivalent, Series 7 and Series 63/65 or Series 66 required, proficient with Microsoft Office, detail-oriented and discreet.
Microsoft Office
1mo
Save
Mark Applied
Hide
Federal Tax Services Associate (Fall 2027/Winter 2028)
Madison, Wisconsin, United States
$62k-$74k/yr OnsiteFull Time
Bachelor's degree in accounting, strong Excel skills, ability to travel to client locations, 3.0 GPA preferred; working toward CPA preferred; strong communication and teamwork.
Microsoft Excel
1mo
Save
Mark Applied
Hide
Client Experience Partner
Sun Prairie, Wisconsin, United States
HybridFull Time
2+ YOE2+ years in customer success/account management in IT services, associate degree or equivalent, CRM/PSA experience, Microsoft Office proficiency, presentation and relationship-building skills, ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
Save
Mark Applied
Hide
Director of Dining Services - Madison, WI (1557433)
Madison, Wisconsin, United States
$70k-$75k/yr OnsiteFull Time
3+ YOEManage dining account operations, lead associates, maintain client relations, oversee P&L and budgets; BS in Hospitality or Culinary preferred; 3–5 years foodservice experience with high-volume/catering and budget management.
2w
Save
Mark Applied
Hide
Tax Associate
Madison, Wisconsin, 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.
Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
Germantown or Madison
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.
Copilot, ChatGPT
2w
Save
Mark Applied
Hide
Tax Associate
Janesville, Wisconsin, United States
OnsiteSeasonal, Part 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
Save
Mark Applied
Hide
Tax Associate
Monona, Wisconsin, United States
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
1mo
Save
Mark Applied
Hide
Associate Advisor
Middleton, Wisconsin, United States
$65k-$85k/yr HybridFull Time
Entry-level advisory role pursuing CFP®, ability to obtain Series 65 within 6 months, bachelor's degree background preferred, strong analytical, communication, and client service skills, clean U4, willingness to sign non-compete.
1mo
Save
Mark Applied
Hide
Part Time (20 Hours) Associate Banker, Janesville Westside Branch, Janesville, WI
Janesville, Wisconsin, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital channels, manage cash devices, and learn products and procedures; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM
1mo
Save
Mark Applied
Hide
Universal Banker
Madison, Wisconsin, United States
OnsiteFull Time
1+ YOEHigh school diploma required (associate preferred); 1–3 years related experience; perform teller and relationship duties, account openings, transactions, compliance, and client service.
2w
Save
Mark Applied
Hide
Closing Coordinator
Janesville, Wisconsin, United States
$47k-$67k/yr HybridFull Time
0+ YOEAssociate's degree or equivalent education and experience; 0-5 years related experience. Requires closing agent license, notary commission, driver's license, and lending, title insurance, legal document, accounting, and client service knowledge.
Microsoft Office, Webex
1mo
Save
Mark Applied
Hide
Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Explore Jobs