54 client accounting services associate jobs at 25 companies in West Haven, CT
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
1mo
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Client Associate/Registered Client Associate
Farmington, Connecticut, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; FINRA registrations preferred.
Word Processing Software, Desktop Tools
1mo
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ years experience, client service skills, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce; SIE/Series registrations preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, and client communications; bachelor’s degree preferred and proficiency with Microsoft Office and CRM.
Microsoft Office Suite, CRM
3mo
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr HybridFull Time
Provide client service support to Financial Advisors; manage client materials; use MS Office and Salesforce; financial industry knowledge preferred.
Microsoft Word, Excel, PowerPoint, Salesforce
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
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
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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
1w
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Tax Experienced Associate, Private Client Services
Stamford, Connecticut, United States
$93k-$95k/yr OnsiteFull Time
1+ YOEBachelor’s degree in accounting, finance, economics, statistics, or another field with CPA certification; one year of relevant experience preferred; Microsoft Office and Adobe Acrobat proficiency required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep
1w
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Tax Senior Associate - Private Client Services (PCS)
New York or Iselin or Melville
HybridFull Time
4+ YOEBachelor's degree in accounting or equivalent, 4+ years of public accounting tax compliance experience, and experience preparing U.S. partnership, S-corporation, and individual tax returns.
GoSystems, CCH Axcess
1w
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Tax Senior Associate - Private Client Services (PCS)
New York or Iselin or Melville
$80k-$115k/yr HybridFull Time
4+ YOEBachelor's degree in accounting or equivalent, 4+ years of public accounting tax compliance experience, and US tax return preparation for partnerships, S corporations, and individuals. CPA or enrolled agent preferred.
GoSystems, CCH Axcess
2mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY
Huntington, New York, United States
$29-$40/hr OnsiteFull Time
Requires Series 7 (or obtain within 120 days), Series 66 (63/65) and Life & Health insurance to be obtained within 120 days; SIE if registered after Oct 1, 2018. Client service, account operations, KYC, compliance, and reporting skills.
2d
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Financial Services Worker
New Britain, Connecticut, United States
$19-$20/hr OnsiteFull Time
3+ YOEAssociate degree in business, accounting, or related field, or 3 years of documented tax preparation experience. Requires financial services knowledge, organizational and documentation skills, software proficiency, and client service ability.
CAPTAIN
3w
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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
2mo
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Associate Manager
New York City or Union or Windsor or Braintree or Jacksonville
$70k-$140k/yr HybridFull Time
6+ YOE2+ MgmtBachelor's in finance/business, 6+ years investor services experience with ≥2 years leadership, strong client relationship, project management, fund structure and regulatory (AML/KYC, FATCA, CRS) knowledge, excellent communication.
Microsoft Office Suite, Microsoft Excel, investor relations software
2mo
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Associate
Stamford, Connecticut, United States
$80k-$86k/yr OnsiteFull Time
1+ YOEBachelor's degree required; strong analytical and communication skills; proficiency in Microsoft Word and Excel; 1+ year client service experience preferred; willingness to participate in a structured development program.
Microsoft Word, Microsoft Excel
3mo
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Sales Executive, Financial Services - Associate Director, New York - BCM (New York, NY, US, 10001-8604)
New York or Jericho or Stamford or Hoboken or Iselin
$266k-$306k/yr HybridFull Time
10+ YOE10-12+ years in business development/sales in professional services; strong Financial Services knowledge; proven record selling complex digital/tech/manged services; global account experience; strong client management and networking; Bachelor's degree or equivalent.
Sales tools, CRM, Social media
2w
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Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate
New York City or Melville or Miami or United States or Florham Park
$77k-$214k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years of experience, and eligibility to sit for the CPA exam in the intended state. Requires tax compliance, financial analysis, tax research, document preparation, and client relationship skills.
H-1B
2w
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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
1w
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Partnership Taxation Sr Associate - Asset Management/REIT
Melville or New York City or Edison
$101k-$129k/yr HybridFull Time
2+ YOEBachelor's degree in Accounting, 2–6 years of progressive tax compliance or consulting experience, partnership and individual tax expertise, US GAAP knowledge, client service, analytical, leadership, and communication skills.
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