12 client accounting services associate jobs at 8 companies in Wooster, OH
2d
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Registered Client Associate / Client Associate
Bedford, Ohio, United States
OnsiteFull Time
Bachelor's degree or related experience; strong communication, organizational, interpersonal, and client service skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain them within 12 months.
1mo
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Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or equivalent experience, strong verbal and written communication, client service and organizational skills, attention to detail, willingness to obtain FINRA licenses (Series 7 and 66 or 63/65) within 12 months.
1mo
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
2w
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Client Service Operations Specialist
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, and 45+ WPM preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
2d
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Client Service Operations Specialist
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate's degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and 1+ year in customer-driven environments.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
3mo
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Audit Senior Associate - Financial Services
Columbus or Chicago or Cleveland or Oak Brook Terrace or Grand Rapids or South Bend or Indianapolis
$71k-$140k/yr HybridFull Time
2+ YOE2+ years external audit experience; financial services focus; CPA certification in home state preferred; strong leadership and client-facing skills; willing to travel
Audit software
1w
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Client Service Operations Specialist - Investments
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, multitasking, and 10-key skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
2mo
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Trust Associate
Cleveland or Cincinnati
OnsiteFull Time
4+ YOEAssist Trust Officers with account administration, compliance, and client service; manage workflows and financial transactions; collaborate with PM groups.
Excel, Word, Outlook
1mo
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Investment Banking Associate II - Environmental Services
Dallas or Chicago or Cleveland or New York City or Charlotte
$82k-$173k/yr OnsiteFull Time
5+ YOEBachelor's in finance-related field, 5+ years investment banking M&A experience (environmental services preferred), SIE/Series 79/63 (or ability to obtain), Excel/PowerPoint proficiency, strong client and leadership skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ
2mo
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Associate
Cleveland, Ohio, United States
OnsiteFull Time
1+ YOEBachelor's degree required; strong analytical and communication skills, proficiency with Microsoft Word and Excel, client-focused and detail-oriented. 1-2 years client service experience preferred; firm will sponsor required securities exams.
Microsoft Word, Microsoft Excel
2w
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Tax Associate
North Olmsted, Ohio, United States
OnsiteSeasonal, Full Time
No prior tax experience required; must complete the H&R Block Income Tax Course, have client service experience, strong communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
2w
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Tax Associate
Akron, Ohio, United States
OnsiteFull Time, Seasonal
High school diploma/GED, completed H&R Block Income Tax Course, client-service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT