31 client accounting services associate jobs at 12 companies in Westchase, FL
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Supports client relationships, processes requests and transactions, onboards and maintains accounts, prepares client materials; requires industry product knowledge, strong communication, organizational and computer skills.
Microsoft Office
3w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute money movement transactions, onboard and maintain client accounts, and educate clients on digital tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2mo
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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
2w
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Healthcare Tax Services Senior Associate
Miami or Chicago or Austin or Dallas or New York City or Tampa
$73k-$144k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA or eligibility to sit for CPA, and 3+ years of progressive public or corporate accounting experience. Requires tax return, research, communication, and client relationship skills.
FAS 109, FIN 48
1mo
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Senior Audit Associate (Client Service)
Tampa, Florida, United States
OnsiteFull Time
2+ YOEBachelor's in accounting, 2+ years public accounting audit experience, financial-institution audit preferred, proficiency with Microsoft Office and audit engagement software, CPA preferred or CPA-eligible.
Microsoft Office, Engagement, Knowledge Coach
3d
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Registered Client Service Associate - Series 7 & 63 required
Saint Petersburg, Florida, United States
HybridFull Time
1+ YOEHigh school diploma or equivalent and 1+ year of securities or related experience preferred. Requires SIE, Series 7, and applicable Series 63, 65, or 66 credentials, plus CRM and Excel proficiency.
CRM, Microsoft Excel
1w
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Specialty Lending Analyst/Associate - January 2027
Tampa, Florida, United States
FieldFull Time
Bachelor's degree in accounting, finance, economics, or related field; strong analytical, communication, data interpretation, Excel, Word, deadline management, and client-service skills. Travel up to 50%.
Microsoft Excel, Microsoft Word
2w
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Tax Associate
Tampa, Florida, United States
OnsiteFull Time, Seasonal
High school diploma/GED, 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
1w
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Associate Financial Advisor
Valrico, Florida, United States
$65k-$70k/yr OnsiteFull Time
Bachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; experience in sales or client relationship management; strong communication; willingness to obtain sponsored licenses.
MoneyGuide, Salesforce
1w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
2w
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Clearance & Settlement IC Associate
Tampa, Florida, United States
$60k-$115k/yr HybridFull Time
4+ YOEMinimum 4 years of related experience; bachelor's degree preferred or equivalent experience. Requires operational process execution, exception resolution, risk and control knowledge, client service, communication, and project participation.
1mo
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Hiring Event - Part Time Associate Banker Tampa Bay SE Tampa (30 Hours)
Tampa, Florida, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital tools, handle cash devices, and learn products; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
3mo
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Tax Bookkeeping Specialist
Atlanta or Tampa
$20-$33/hr OnsiteFull Time
0+ YOEAssociate’s degree in accounting or related field; 0-3 years bookkeeping experience; proficiency in QuickBooks Online and Excel; strong client service skills.
QuickBooks Online, Microsoft Excel, Microsoft Office
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