33 client accounting services associate jobs at 10 companies in Winter Park, FL
3mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
1mo
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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
1+ YOEProvide client service and operational support to Financial Advisors; client-centric, detail-oriented, able to learn technology platforms; high school diploma/GED; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced industry knowledge; strong client service, communication, and technology skills; ability to learn new platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4d
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Associate Client Solutions Manager (94512)
Orlando, Florida, United States
HybridFull Time
0.5+ YOERequires 6+ months of sales, account management, or project management experience, strong customer service and organizational skills, ability to manage multiple events, and Microsoft software knowledge.
Microsoft software
1mo
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Tax Senior Associate
Orlando, Florida, United States
OnsiteFull Time
2+ YOE2+ years tax experience in public accounting or industry, CPA preferred, strong client service and communication, team orientation, and commitment to continuous learning.
2w
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Tax Associate
Edgewater or Palm Bay
OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Copilot, ChatGPT
2w
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Tax Associate
Orlando, Florida, United States
OnsiteSeasonal, Full Time
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
1mo
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Part Time (20 Hours) Associate Banker, Okahumpka Branch, Leesburg, FL
Leesburg, Florida, United States
OnsitePart Time
Provide attentive client service, assist with account servicing and openings, use digital banking tools, handle cash devices, high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
1d
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Associate Wealth Advisor, Schwab Wealth Advisory
Orlando or Atlanta
$38-$53/hr OnsiteFull Time
Requires active FINRA Series 7 and Series 66, investment product and market knowledge, and regulatory and client-facing fundamentals. Financial services relationship experience and a bachelor's degree or equivalent are preferred.
2mo
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Senior Fund Accountant (Fund Administration)
Minneapolis or Orlando or Salt Lake City or Milwaukee or Sacramento or Atlanta or Dallas or King of Prussia
$65k-$113k/yr OnsiteFull Time
2+ YOEMinimum 2 years relevant accounting/financial experience, Bachelor's degree required (or equivalent experience). Experience with month-end close, account reconciliations, financial statements, AP/AR, client service, and supervising associates.
2w
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Merchant Services Account Executive - Business Banking
Orlando, Florida, United States
FieldFull Time
Associate degree preferred; less than one year of professional experience and/or formal development program. Sales, prospecting, client relationship, negotiation, and merchant services knowledge preferred.
2mo
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Assistant Account Manager
Daytona Beach, Florida, United States
FieldFull Time
1+ YOE1+ years landscape management experience preferred (1-3 yrs), Associate's in Horticulture/Turfgrass preferred, strong client service and communication skills, knowledge of southern climate horticulture a plus, Spanish a plus.
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