263 client accounting services associate jobs at 81 companies in Whitestone, NY
4w
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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
3mo
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Associate, Client Accounting [Future Opportunities]
Los Angeles or New York
$70k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years accounting, entertainment experience preferred, strong Excel, detail-oriented, client service skills.
Microsoft Excel, Microsoft Outlook, NetSuite
2mo
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Senior Associate, Client Services
New York, New York, United States
$75k-$85k/yr HybridFull Time
2+ YOEBachelor’s degree required; 2+ years account coordination or client services experience in agency environments preferred; strong organization, communication, financial familiarity, and PM/spreadsheet skills; detail-oriented.
1mo
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
2mo
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Senior Client Services Associate- Treasury Partners
New York, New York, United States
$100k-$115k/yr OnsiteFull Time
3+ YOEBA/BS degree, 3+ years client service experience, Series 7 and 66 required, knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, and Envestnet; strong communication and analytical skills.
Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet
3w
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Senior Associate, US Client Services
New York City, New York, United States
$100k-$130k/yr OnsiteFull Time
7+ YOE7+ years investor servicing experience in alternative investments; strong communication, organizational skills; proficiency with service provider systems and Microsoft programs; ability to manage transfer agency workflows and train others.
Microsoft SharePoint
3w
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Client Services Associate, Executive Benefits Account Management
New York, New York, United States
$52k-$65k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years account management/customer service experience, life and health insurance license, strong Microsoft Office skills, attention to detail and client-facing communication.
Microsoft Office
6d
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Client Associate
New York City, New York, United States
$70k-$90k/yr OnsiteFull Time
1+ YOERequires a BA/BS, strong client service and organizational skills, Microsoft Office proficiency, and preferably 1–3 years of financial industry client service experience. Series 7 and 66 are preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, Client Relationship Management (CRM) System
3w
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Client Services Associate, Executive Benefits Account Management
New York City, New York, United States
$52k-$65k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years account management/customer service experience, Life & Health Insurance license, strong Microsoft Office skills, attention to detail and time management.
Microsoft Office
2mo
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Client Associate
New York, New York, United States
$70k-$76k/yr OnsiteFull Time
1+ YOEIdeally 1+ years client service experience in finance, series 7 and 66 for registered CAs, Bachelor's preferred (Finance), strong communication, attention to detail, and proficiency in Microsoft Office Suite.
BrassRing, Microsoft Office Suite
2mo
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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
New York, New York, United States
$100k-$130k/yr OnsiteFull Time
5+ YOE5+ years financial services experience with ultra-high net worth clients, bachelor’s degree or equivalent, proficiency with Salesforce and Microsoft Office, knowledge of Fidelity/Schwab custodial platforms preferred.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years experience, SIE/Series 7 & 66 (or ability to obtain), authorized to work without sponsorship, proficient in Microsoft Word/Excel/PowerPoint, client service and trading backup experience.
Charles River, Alladin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Client Associate
New York City, New York, United States
$80k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years experience, SIE/Series 7/66 required or obtainable, proficient in Microsoft Word/Excel/PowerPoint, client service skills, trade execution experience with Charles River/Alladin preferred.
Charles River, Alladin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Associate Director - Client Services
New York, New York, United States
$100k/yr OnsiteFull Time
5+ YOE5+ years agency or brand experience with team management; strong communication, organizational skills; deep understanding of creator economy and social platforms; proven program delivery and account growth.
Echo, TikTok, Instagram, YouTube
2mo
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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
New York, New York, United States
$100k-$130k/yr OnsiteFull Time
5+ YOE5+ years working with ultra-high net worth clients, bachelor’s degree or equivalent experience, knowledge of multi-custodial platforms, strong communication, attention to detail, and discretion.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Wealth Management Client Associate
New York, New York, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely accurate client materials, support operational excellence, and deepen client relationships; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4d
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Client Associate - Neuberger Wealth
New York City, New York, United States
$75k-$85k/yr OnsiteFull Time
2+ YOERequires 2+ years of client service or related financial services experience, an undergraduate degree, strong communication and organizational skills, Microsoft Office proficiency, and CRM experience preferred.
Microsoft Office, Salesforce
1mo
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Client Service Associate - Massapequa, NY
Wantagh or Massapequa or New York
$24-$39/hr OnsiteFull Time
2+ YOE2+ years white-glove client service experience; familiarity with account maintenance, ACATs, wires, onboarding; strong organization and communication; Series 7 preferred.
1mo
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Wealth Senior Client Associate
New York, New York, United States
$76k-$127k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent experience, minimum 2 years financial services client service experience, strong customer service, communication, organizational skills, PC and office software proficiency, knowledge of KYC/AML/BSA processes.
14h
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
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