45 client accounting services associate jobs at 21 companies in Wellington, FL
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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 II
Miramar, Florida, United States
OnsiteFull Time
2+ YOEAssociate degree in banking, finance, business administration, or related field; bachelor's preferred. Requires 2–4 years servicing international customer accounts, bilingual English-Spanish skills, and NMLS registration or willingness to register.
NMLS, OFAC, USA PATRIOT Act
4d
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Registered Client Associate
Palm Beach, Florida, United States
OnsiteFull Time
1+ YOERequires 1+ year of brokerage or client services support experience and FINRA Series 7 and 63 or recognized equivalents. Desired skills include financial services administration, client support, and Microsoft Office proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Provide client service support to financial advisors, strong client focus, attention to detail, ability to learn new platforms; high school diploma required; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Client Service Associate (Fort Lauderdale, FL)
Fort Lauderdale, Florida, United States
OnsiteFull Time
FINRA Series 7 and 66 required; bilingual English/Spanish; client service, administrative support, report production, and knowledge of account procedures and regulations.
1mo
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Provides client service support to Financial Advisors; high school diploma/GED required; client-centric, detail oriented, ability to learn new platforms; FINRA credentials preferred; proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
5+ YOEActive Series 7 and Series 66 or Series 63+65,5+ years industry experience,High School diploma (college preferred),strong MS Office and client service skills,knowledge of financial products.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1w
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J.P. Morgan Advisors - Senior Client Associate- Palm Beach Gardens, FL
Palm Beach Gardens, Florida, United States
$72k-$107k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; Series 7 and 66 licenses required upon hire or within 180 days. Requires client service, independent ownership, communication, and regulatory adaptability.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, JP Morgan Online
2mo
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Tax Senior Associate - Private Client Services (PCS)
Coral Gables or Fort Lauderdale or Miami
$80k-$115k/yr HybridFull Time
2+ YOEBachelor's in accounting or equivalent, 2+ years public accounting tax compliance experience, experience preparing US individual/partnership/S-corp returns, CPA or EA preferred, familiarity with GoSystems or CCH Axcess.
GoSystems, CCH Axcess
2mo
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Tax Senior Associate - Private Client Services (PCS)
Miami or Fort Lauderdale
HybridFull Time
2+ YOEBachelor's in Accounting required, 2+ years public accounting tax compliance experience (partnerships, S-corps, individuals); CPA or Enrolled Agent preferred; experience with GoSystems or CCH Axcess; strong communication and critical thinking.
GoSystems, CCH Axcess
3d
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Collections/Client Relations Coordinator
Atlanta or Montgomery County or Charlotte or Chester County or Greensboro or Greenville or Miami or Philadelphia or Pittsburgh or Sarasota or Bucks County or West Palm Beach or Wilmington
OnsiteFull Time
5+ YOEAssociate degree or equivalent experience required; bachelor's preferred. Requires 5+ years of collections experience, advanced Microsoft Excel skills, strong organization, communication, customer service, and financial accuracy.
3E, ARCS 3G, Microsoft Excel
1mo
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Healthcare Audit Senior Associate
Whippany or Boca Raton or New York City
$80k-$105k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or pursuing, minimum 2 years public accounting experience, healthcare audit experience preferred, strong GAAP and uniform guidance knowledge, leadership and client service skills.
2w
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Tax Associate
Boynton Beach, Florida, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, completion of the H&R Block Income Tax Course, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
3w
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Financial Planning Associate / Paraplanner
Plantation, Florida, United States
OnsiteFull Time
2+ YOERequires 2+ years of client service or business experience and a bachelor's degree in business or a related field. Wealth management or financial planning experience preferred; strong organization and client service skills required.
3mo
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Associate Wealth Advisor
Boca Raton, Florida, United States
OnsiteFull Time
3+ YOE3-5 years in financial wealth planning; strong knowledge of wealth planning, financial markets, and client service.
3w
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Financial Advisor Associate
Weston, Florida, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent required; college degree preferred. Requires 10 years of financial services experience, Microsoft Office proficiency, banking and regulatory knowledge, analytical skills, and client service expertise.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3mo
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Construction Loan Administration Associate
Boca Raton, Florida, United States
OnsiteFull Time
2+ YOE2–5 years in construction lending admin; LTC, budgets, inspections; Trustpoint exp; strong client service and communication.
Trustpoint
1mo
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Registered PCA PCG - Boca Raton. FL
Boca Raton, Florida, United States
OnsiteFull Time
High school diploma required (associate/bachelor preferred); Series 7 and 63 and 65 or 66 required; excellent customer service and communication; proficiency in Word, Excel, PowerPoint, Outlook; prior office experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2mo
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Private Wealth Management Portfolio Management Associate
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOERequires active Series 7 and Series 66 or Series 63 and Series 65, 2+ years relevant experience, bachelor\u0002s degree preferred, strong knowledge of financial products, Microsoft Excel proficiency, and excellent client service skills.
Microsoft Office, Microsoft Excel
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