7 client accounting services associate jobs at 3 companies in West Virginia
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Client Associate/Registered Client Associate
Huntington, West Virginia, United States
OnsiteFull Time
RBC Wealth Management: A Royal Bank of Canada wealth-management business serving high-net-worth individuals, families, and institutions worldwide.
Bachelor's degree or job-related experience; strong communication, organizational, interpersonal, and client service skills; attention to detail; Series 7 and 66 or 63/65 licenses, or willingness to obtain within 12 months.
H&R Block: A tax preparation and financial services helping clients manage tax responsibilities and make informed decisions.
No prior tax experience required. Requires high school diploma or equivalent, H&R Block tax course completion, client service experience, communication and problem-solving skills, and comfort with digital tools.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
H&R Block: A tax services providing tax preparation and financial services to individuals and communities.
High school diploma or equivalent, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, strong communication and problem-solving skills, and comfort using digital tools.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
H&R Block: A tax services providing tax preparation, financial products, and client support.
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.
Commercial Lines Select Business Account Manager - Hybrid or Remote (E.S.T.)
Summersville or Charlotte or Bethesda or West Virginia or Georgia or North Carolina or Maryland or District of Columbia or Florida or Virginia or South Carolina
$47k-$70k/yrHybridFull Time
NFP: Private insurance brokerage and consulting firm serving companies and individuals with risk, benefits, wealth and retirement advice.
3+ YOE3+ years client-service or industry experience, P&C insurance license, associate degree (BA/BS preferred), strong communication, Microsoft Office proficiency, ability to manage renewals and proposals.
Microsoft Word, Microsoft Excel, Microsoft Outlook