17 client accounting services associate jobs at 5 companies in Westerly, RI
2mo
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Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; attention to detail and adaptability to changing technology.
5d
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Registered Client Associate / Client Associate
Providence, Rhode Island, United States
$45k-$70k/yr OnsiteFull Time
Bachelor’s degree or related experience; strong communication, organizational, client service, and detail skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain them within 12 months.
2w
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Tax Associate
Middletown, Rhode Island, United States
OnsiteSeasonal, Full Time
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. Tax course completion required.
Copilot, ChatGPT
4w
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Wealth Management Associate
Westerly or Providence
$65k-$75k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience and 5+ years in wealth management or client administration; strong operational, documentation, and client service skills; proficiency with Microsoft Word, Excel, Outlook.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2w
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Tax Associate
Waterford, Connecticut, 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 or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
New Bedford, Massachusetts, United States
$14-$18/hr 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
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Tax Associate
Fall River, Massachusetts, United States
$14-$18/hr OnsiteFull Time, Seasonal
Requires high school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
South Windsor, Connecticut, 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 or Tax Knowledge Assessment.
Copilot, ChatGPT
2w
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Tax Associate
North Attleboro, Massachusetts, United States
$16-$20/hr 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.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Providence, Rhode Island, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, completed H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital tools including AI tools.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Westerly, Rhode Island, United States
OnsiteFull Time, Seasonal
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.
Copilot, ChatGPT
2w
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Tax Associate
Woonsocket, Rhode Island, United States
OnsiteSeasonal, Part Time
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2w
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Tax Associate
Woonsocket, Rhode Island, United States
OnsiteFull Time, Seasonal
No prior tax experience required. Requires high school diploma/GED, H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in Business, Finance, or related field; active Series 65, Series 66, or qualifying professional designation; strong business development, communication, organization, and client service skills.
U4, U5
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
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; active Series 65, Series 66, or qualifying professional designation; 1–3 years investment advisory experience preferred; strong business development and client service skills.
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; 1–3 years investment advisory experience preferred; active Series 65, Series 66, or qualifying designation such as CFP; clean U4/U5 history and strong client service skills.
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