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24 client accounting services associate jobs at 4 companies in Yucaipa, CA

1mo
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Client Excellence Coordinator
La Verne, California, United States
$20-$35/hr OnsiteFull Time
Jacobson Lawrence & Company
Jacobson Lawrence & Company: Provides professional tax, accounting, and business advisory services.
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Microsoft Office, Tax software, CRM
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1w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Palm Springs, CA
Palm Springs, California, United States
$122k-$171k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Active Series 7 required or obtainable within 60 days; Series 66 or 63/65 and Life and Health Insurance licenses required within 60 days. Requires client service, operational, compliance, and relationship-management skills.
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2w
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Tax Associate
Temecula, California, United States
$16-$20/hr OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services serving clients and communities.
High school diploma/GED, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
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4w
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Treasury Management Associate
Irvine, California, United States
$70k-$80k/yr OnsiteFull Time
Sunwest Bank
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
3+ YOEHigh school diploma, 3+ years banking/treasury/cash management experience, strong client service and communication, Microsoft Office proficiency, working knowledge of banking regulations and operational procedures.
Microsoft Office
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