112 client accounting services associate jobs at 37 companies in Wheeling, IL
3w
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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
1mo
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Client Associate
Northbrook, Illinois, United States
$65k-$85k/yr OnsiteFull Time
5+ YOEIdeally 5+ years client service experience in finance, bachelor's degree preferred, strong communication and analytical skills, team player, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
1w
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Client Associate
Chicago, Illinois, United States
$75k-$90k/yr OnsiteFull Time
1+ YOEIdeally Bachelor's degree, 1-3 years client service experience in finance, intention or possession of SIE/Series 7/66 licenses, strong communication, detail-oriented, highly proficient in Microsoft Office and Copilot.
Microsoft Office Suite, Copilot
1mo
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Client Associate, Registered
Northbrook, Illinois, United States
$65k-$85k/yr OnsiteFull Time
5+ YOESeries 7 and 66 required, ideally 5+ years client service experience in finance, bachelor's degree preferred, strong communication, analytical and interpersonal skills.
1mo
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Client Associate
Chicago, Illinois, United States
$65k-$85k/yr OnsiteFull Time
3+ YOE3+ years client service experience in finance preferred; bachelor\u0002s degree preferred (accounting/finance); excellent communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office Suite
1mo
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Client Relationship Associate
Chicago, Illinois, United States
HybridFull Time
3+ YOE3-5 years financial services experience preferred; proficiency with Microsoft Outlook/Word/Excel, CRM and portfolio platforms; strong written and verbal business English; Associates or Bachelor's in business preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Practifi, Salesforce, Addepar, Schwab, Fidelity, Pershing, Laserfiche, DocuSign, Adobe, Nitro
1mo
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Client Service Associate
Chicago, Illinois, United States
$80k-$90k/yr OnsiteFull Time
2+ YOEBachelor's degree required, minimum 2+ years client service experience in an RIA or family office, proficiency in Microsoft Suite, Salesforce preferred, strong communication, accuracy, discretion, and knowledge of investment/account administration.
Microsoft Suite, Salesforce
3w
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Lead Client Servicing Associate
Chicago, Illinois, United States
$60k-$85k/yr OnsiteFull Time
2+ YOEBachelor's in accounting/finance/business,2+ years relevant experience,strong investment accounting and financial statement knowledge,MS Office proficiency,excellent communication,detail orientation,problem solving.
Microsoft Office
2w
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Registered Private Wealth Client Associate
Chicago, Illinois, United States
$25-$45/hr OnsiteFull Time
Holds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced industry knowledge, client service experience, strong communication and discretion, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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J.P. Morgan Advisors - Client Service Associate - Chicago, IL
Chicago, Illinois, United States
$27-$38/hr OnsiteFull Time
1+ YOEProvide high-quality client service for deposit accounts; manage transactions; collaborate with advisors and product teams.
Microsoft Office, Proprietary software
2mo
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Registered Financial Client Associate
Wheaton, Illinois, United States
$25-$32/hr OnsiteFull Time
2+ YOEBachelor's degree or equivalent experience, 2+ years client service in financial services, Series 7 and Series 63/65 or 66 required, Microsoft Office proficiency, strong communication, discretion, and problem-solving skills.
Microsoft Office
1mo
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Financial Advisory - Client Service Associate
Lincolnshire, Illinois, United States
OnsiteFull Time
Bachelor's degree preferred, strong organizational and communication skills, Microsoft Office proficiency, experience in financial services or client service is a plus, knowledge of SEC/FINRA compliance.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
1mo
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Senior Associate - Tax Services
Chicago, Illinois, United States
$75k-$110k/yr HybridFull Time
2+ YOEBachelor's in accounting/finance, 2+ years in client-service tax role, proficiency with QuickBooks Online/ProConnect/CCH Axcess, strong communication and research skills; CPA preferred.
QuickBooks Online, ProConnect, CCH Axcess, Bloomberg
2w
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Client Service Associate
Naperville, Illinois, United States
$60k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years in wealth management/financial services, leadership experience, strong organization and communication, Microsoft Office proficiency, willingness to obtain industry licenses.
Microsoft Office
1mo
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Client Service Associate II
Chicago, Illinois, United States
$60k-$81k/yr HybridFull Time
1+ YOEBachelor's degree required, 1–3 years financial industry experience, proficiency in Microsoft Suite and Adobe, CRM and custodial portal experience (Charles Schwab/Fidelity) preferred, understands money movement transactions and brokerage account types.
Microsoft Suite, Adobe, CRM, Charles Schwab, Fidelity
1w
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Asset & Wealth Management- Chicago- Associate, Client Services - Operations - 9780464
Chicago, Illinois, United States
$82k-$112k/yr OnsiteFull Time
2+ YOEBachelor's in a quantitative field and 2+ years analyzing large data sets, using Alteryx/Tableau/SQL/Data Warehousing/RPA, managing operational risk and KYC compliance, and working with global cross-functional teams.
Alteryx, Tableau, SQL, Data Warehousing, RPA robotics, Defensive Design Methods
4w
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Client Operations Associate
Downers Grove, Illinois, United States
HybridFull Time
Experience with wire processing or cash operations in financial services; high school diploma; detail-oriented, able to work independently and in teams; familiarity with custodian and regulatory procedures.
1mo
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Associate Director - Accounting Advisory
Chicago, Illinois, United States
$125k-$260k/yr HybridFull Time
10+ YOE10+ years advising commercial companies in financial reporting, operational accounting or transactions; Bachelor’s degree in Accounting/Finance; CPA preferred; professional services experience; strong client relationship, leadership, and technical accounting skills.
3w
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
1mo
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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
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