37 client accounting services associate jobs at 19 companies in Whitewater, WI
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Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
2mo
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Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, client communication; bachelor’s in finance/economics preferred; CRM and Microsoft Office proficiency; strong organization and client focus.
Microsoft Office Suite, CRM, custodial platforms
1mo
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Client Service Associate Float
Monona, Wisconsin, United States
OnsiteFull Time
Handle teller and account services across multiple branch locations, cash handling experience preferred, high school diploma or equivalent, strong communication and problem-solving skills.
1mo
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Registered Financial Client Associate
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial services experience, bachelor’s degree or equivalent, Series 7 and Series 63/65 or Series 66 required, proficient with Microsoft Office, detail-oriented and discreet.
Microsoft Office
1mo
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Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
2+ YOE2+ years customer success/account management experience, associate degree or equivalent, strong communication, client advocacy, account retention/expansion, presentation and Microsoft Office proficiency.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Federal Tax Services Associate (Fall 2027/Winter 2028)
Madison, Wisconsin, United States
$62k-$74k/yr OnsiteFull Time
Bachelor's degree in accounting, strong Excel skills, ability to travel to client locations, 3.0 GPA preferred; working toward CPA preferred; strong communication and teamwork.
Microsoft Excel
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Investment Client Srvcs Analyst (New Accounts) - Hybrid
Franklin, Wisconsin, United States
$23-$35/hr HybridFull Time
4+ YOEAssociate degree or equivalent, 4+ years customer service experience, basic investment product and tax knowledge, strong communication, attention to detail, computer proficiency, and fingerprinting required.
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Client Resource Coordinator
Milwaukee or United States or Wisconsin
$23-$32/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent required; associate degree preferred. Requires 2–4 years of service industry experience, scheduling or service operations expertise, organization, communication, multitasking, and basic project accounting knowledge.
3d
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Client Resource Coordinator
Milwaukee, Wisconsin, United States
$23-$32/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent required; associate degree preferred. Requires 2–4 years of service industry experience, scheduling or service operations knowledge, strong organization, communication, prioritization, and basic project accounting skills.
1mo
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Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
2w
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Tax Associate
Roscoe, Illinois, United States
$14-$18/hr OnsiteSeasonal, Part Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools. No prior tax experience required; training provided.
Copilot, ChatGPT
3mo
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Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
1mo
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Associate Advisor
Middleton, Wisconsin, United States
$65k-$85k/yr HybridFull Time
Entry-level advisory role pursuing CFP®, ability to obtain Series 65 within 6 months, bachelor's degree background preferred, strong analytical, communication, and client service skills, clean U4, willingness to sign non-compete.
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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Part Time (20 Hour) Associate Banker, Pewaukee Branch, Pewaukee, WI
Pewaukee, Wisconsin, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, and learn products; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com
1mo
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Universal Banker
Madison, Wisconsin, United States
OnsiteFull Time
1+ YOEHigh school diploma required (associate preferred); 1–3 years related experience; perform teller and relationship duties, account openings, transactions, compliance, and client service.
2w
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Closing Coordinator
Janesville, Wisconsin, United States
$47k-$67k/yr HybridFull Time
0+ YOEAssociate's degree or equivalent education and experience; 0-5 years related experience. Requires closing agent license, notary commission, driver's license, and lending, title insurance, legal document, accounting, and client service knowledge.
Microsoft Office, Webex
1mo
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Business Service Rep
Appleton or Beloit
OnsiteFull Time
2+ YOEProvide commercial client support and facilitate loan processes; associates degree or equivalent experience preferred; 2+ years banking experience preferred; proficiency with Microsoft Word, Outlook, Excel; strong communication and multitasking skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel
1w
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Account Manager II, Commercial Insurance -Hybrid/Green Bay or Milwaukee, WI
Green Bay or Milwaukee
$65k-$85k/yr HybridFull Time
2+ YOERequires 2+ years of insurance experience, high school diploma or equivalent, and strong client service skills. Property and casualty broker's license is preferred or obtainable within 120 days; associate degree preferred.
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