3 client facing associate jobs at 3 companies in Gustine, CA
3w
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
2+ YOE2+ years relevant experience, bachelor's degree or equivalent, Series 7 and Series 63 or 66 (or willing to obtain within 150 days), client-facing, knowledge of investments/banking/credit, strong communication and analytical skills.
2mo
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
2+ YOE2+ years relevant experience, strong organizational and communication skills, client-facing experience, knowledge of investments/banking/credit products, ability to analyze data and meet deadlines; Series 7/63 or 7/66 required or willing to obtain within 150 days; Bachelor's degree or equivalent.
4d
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Specialized Tax Services - Energy Incentives & Credits Senior Associate
New York or Irvine or Raleigh or Charlotte or Chicago or Dallas or Los Angeles or Boston or San Diego or San Francisco or San Jose or Tampa or Atlanta or Washington or Miami or Milwaukee or Minneapolis or Denver or Nashville or Detroit or New Orleans or Florham Park or Greensboro or Philadelphia or Pittsburgh or Houston
$77k-$214k/yr HybridFull Time
2+ YOEBachelor's degree, minimum 2 years' experience, eligible to sit for CPA exam in state of employment; knowledge of energy tax credits, analytical and client-facing skills, mentoring experience.