29 client accounting services associate jobs at 20 companies in Youngtown, AZ
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Client Associate/Registered Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Bachelor's degree or job-related experience, strong verbal/written communication and client service skills, attention to detail, willingness to obtain Series 7 and 66 (or 63/65) licenses within 12 months.
1mo
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Registered Client Service Associate
Scottsdale, Arizona, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute transactions, onboard and maintain client accounts, and support digital tool enrollment. Series 7/63/65/66 licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1w
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Block Advisors Accounting Specialist
Mesa, Arizona, United States
OnsiteFull Time
High school diploma required; associate degree preferred. Requires bookkeeping and accounting knowledge, Microsoft Office proficiency, client service skills, and national bookkeeping and payroll certifications or ability to obtain them.
Microsoft Word, Microsoft Excel, OpenOffice
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
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Operations Associate - Client Services
Scottsdale, Arizona, United States
$50k-$72k/yr HybridFull Time
2+ YOE2+ years financial services experience, strong operations knowledge (new accounts, cashiering, transfers, maintenance), CRM (Salesforce) experience, bachelor’s degree or equivalent, excellent communication and organizational skills.
Salesforce
4d
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Associate Retirement Client Advisor
Phoenix, Arizona, United States
$59k-$87k/yr HybridFull Time
3+ YOEBachelor's in business, economics, finance, or related field; 3–5 years of financial services experience; Microsoft Office proficiency; investment knowledge; strong client service, communication, analytical, and organizational skills.
Microsoft Office, Customer Relationship Management (CRM)
2d
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Senior Client Service Account Associate
Tempe or Irvine
$71k-$107k/yr OnsiteFull Time
3+ YOERequires at least 3 years of relevant industry or functional experience, Treasury Services product knowledge, strong communication, client partnership, prioritization, risk judgment, and virtual connectivity skills.
Virtual Desktop Infrastructure (VDI), Blackberry, Good mobile suite
3d
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Client Services - New Business Specialist
Scottsdale, Arizona, United States
$58k/yr OnsiteFull Time
2+ YOEAssociate degree or higher; 2 years of financial services experience preferred. Requires strong written and verbal communication, customer service, attention to detail, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, CRM
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Wealth Management Tax Services Senior Associate
Pittsburgh or Charlotte or Philadelphia or Phoenix or New York City
$77k-$214k/yr OnsiteFull Time
2+ YOEBachelor's degree, at least 2 years' experience, eligible to sit for CPA exam in intended state, experience in tax compliance, financial analysis, tax document drafting, and client advisory.
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1834 Wealth Client Exp Spec
Scottsdale, Arizona, United States
$62k-$122k/yr OnsiteFull Time
3+ YOE3–5 years in wealth management or financial services, bachelor’s preferred (or associate +5 years), proficiency in Microsoft Office and CRM (Salesforce), strong communication, analytical and organizational skills.
Salesforce, Microsoft Office
3mo
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Wealth Operations Senior Associate
Phoenix or Raleigh
OnsiteFull Time
3+ YOE3+ years operations/back office/client service experience in financial services; familiarity with custodian paperwork and account onboarding; strong attention to detail, communication, CRM and Microsoft Office skills.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3mo
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Associate Advisor
Scottsdale, Arizona, United States
$70k-$75k/yr OnsiteFull Time
2+ YOE2+ years in financial services or degree in financial planning; Bachelor's degree; FINRA Series 7 & 65 or willingness to obtain; CRM experience preferred; strong client management skills.
Redtail, LPL ClientWorks
2w
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Tax Associate
Phoenix, Arizona, United States
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, 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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Tax Associate
Phoenix, Arizona, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, clear communication, problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
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
1mo
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Tax Experienced Associate, Business Incentives Group
Phoenix or Denver
$63k-$116k/yr OnsiteFull Time
1+ YOEBachelor's degree required, 1+ year related experience, strong communication, project management, and client service skills; advanced Microsoft Excel preferred.
Microsoft Word, Microsoft Excel
3d
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Associate Financial Advisor
Gilbert, Arizona, United States
$65k-$70k/yr OnsiteFull Time
3+ YOERequires a bachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; demonstrated sales or client relationship experience; and willingness to obtain sponsored Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
3w
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Associate Analyst, Operations - Performance and Data Recon
Tempe or Fort Mill
$21-$35/hr OnsiteFull Time
1+ YOERequires 1+ year of financial services client-facing or operations experience, strong communication, organization, analytical, problem-solving, and prioritization skills. Bachelor's degree and SIE preferred.
Client Works, Dynamics, NICE, Microsoft Excel, Microsoft Word, Microsoft Office
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Registered Associate II
Tempe, Arizona, United States
OnsiteFull Time
3+ YOEClient servicing, account onboarding, trade execution; thorough knowledge of investment products; FINRA SIE, Series 7 and 63/65 or 66 required; college degree preferred; 3+ years client-facing financial services experience preferred; authorized to work in the U.S.
Microsoft Office, Wealthscape, Morningstar Analytics, Thomson ONE
2w
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School Finance Analyst
Chandler, Arizona, United States
OnsiteFull Time
Experience in financial analysis, accounting, or auditing; strong analytical, communication, organizational, and client-service skills. Associate or bachelor's degree preferred.
QuickBooks, Sage Intacct
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