47 client accounting services associate jobs at 28 companies in White Oak, MD
1mo
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Client Service Associate
Reston, Virginia, United States
OnsiteFull Time
Mid-level operations role requiring complex account servicing, high-value transaction processing, regulatory compliance, workflow optimization, client communication, and mentoring junior associates.
CRM
1mo
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Senior Registered Client Associate
Washington, District of Columbia, United States
$85k-$120k/yr OnsiteFull Time
5+ YOE5+ years in private wealth client associate role supporting UHNW clients; SIE, Series 7 and 66 required; bachelor’s degree preferred; strong attention to detail, discretion, organization, and client-service skills.
AI
2mo
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
16h
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Associate, Client Advisory
Potomac, Maryland, United States
$65k-$73k/yr HybridFull Time
Bachelor's degree required; financial management experience is preferred but not required for recent graduates. Requires analytical, quantitative, problem-solving, client service, communication, prioritization, and Microsoft Office skills.
Microsoft Office, Microsoft Excel
2w
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Registered Client Service Associate
Potomac, Maryland, United States
$35k-$90k/yr OnsiteFull Time
Active Series 7 and applicable Series 63, 65, or 66 registrations; high school diploma or equivalent; strong financial services knowledge, client service, writing, organization, computer, and collaboration skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
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Private Client Services Tax Senior Associate
Columbia or Tysons Corner
$83k-$95k/yr HybridFull Time
3+ YOEBachelor's in accounting required, 3+ years tax experience, working toward or licensed CPA preferred; MS Tax a plus; strong technical tax, analytical, client service, and leadership skills.
3w
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Wealth Management Client Associate
Bethesda, Maryland, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking solutions, and ensure operational accuracy while protecting client interests.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate
Alexandria, Virginia, United States
$50k-$65k/yr OnsiteFull Time
2+ YOE2 years relevant financial services experience preferred; bachelor’s degree or equivalent preferred; strong finance knowledge, confidentiality, critical thinking, attention to detail, and multitasking skills.
2mo
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Client Service Associate
Potomac, Maryland, United States
OnsiteFull Time
3+ YOE3+ years in wealth management, tax, or financial services; 2-year degree in business/finance/accounting/tax or equivalent experience; strong communication, attention to detail, compliance record, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics CRM, Schwab Institutional, Black Diamond, eMoney Advisor
3w
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Senior Tax Associate - Private Client Services
Rockville or Atlanta or Austin or Bala Cynwyd or Boston or Charlotte or Chicago or Dallas or Denver or Houston or Los Angeles or New York City or Philadelphia or Phoenix or Portland
$82k-$134k/yr RemoteFull Time
3+ YOEBachelor's degree in accounting, recent accounting-firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Requires corporate, S-Corp, or partnership return experience.
tax software
1mo
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Client Services/Operations Associate
Vienna, Virginia, United States
OnsiteFull Time
2+ YOE2+ years relevant experience preferred, strong interpersonal and confidential handling skills, organized with attention to detail, willingness to learn finance operations and ACATs processes.
ACATs
1mo
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Registered Wealth Management Client Associate
Washington, District of Columbia, United States
$27-$45/hr OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, strong client service, investment product knowledge, Microsoft and Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Registered Client Service Associate
Potomac, Maryland, United States
$35k-$90k/yr OnsiteFull Time
2+ YOEActive Series 7 and applicable Series 66, or Series 63 and Series 65 licenses; high school diploma required, college degree preferred, and two or more years of industry experience preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
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Brokerage Registered Client Service Associate - Baltimore, Maryland
Baltimore, Maryland, United States
$60k-$75k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; securities industry experience; FINRA SIE, Series 7 and Series 66 licenses; strong telephone, time-management, and Microsoft Office skills; experience with brokerage operations and client servicing.
SalesForce, Microsoft Office
1mo
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Private Client Associate - Hunt Valley, MD
Hunt Valley, Maryland, United States
$60k-$80k/yr OnsiteFull Time
High school diploma; customer service and office skills; Series 7/63 and 65 or 66 preferred or able to obtain within 12 months; proficiency in Microsoft Word, Excel, PowerPoint, Outlook; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center
Bethesda, Maryland, United States
$29-$40/hr OnsiteFull Time
Active Series 7 required or obtainable within 60 days; Series 66 (or 63/65), Life and Health Insurance license, and SIE exam may be required. Client service and operational support experience is relevant.
1mo
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Audit Senior Associate - Commercial Services
Washington or Boston
$71k-$140k/yr HybridFull Time
2+ YOE2+ years public accounting external audit experience, bachelor's degree (150 credit hours for CPA), CPA strongly preferred or pursuing, engagement management and staff supervision, ability to travel to client sites.
3d
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IB Associate - Diversified Industrials & Services
New York City or Baltimore
$175k-$225k/yr OnsiteFull Time
3+ YOEBachelor's degree in finance or related field and 3–5 years of post-undergraduate investment banking or related experience. Requires strong financial modeling, analytical, client management, and transaction skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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Tax Associate
Vienna, Virginia, United States
$18-$24/hr OnsiteFull Time, Seasonal
High school diploma/GED, required tax course completion or assessment, 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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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
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