- Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG (Boca Raton, FL)
- …at a given time. xhqgsiq Motivated to meet client deadlines and provide superior client service A team player with strong relationship skills 4+ years of tax ... motivated entry level accounting professionals to join our dynamic Tax Services division. Our team helps clients improve their tax efficiencies and facilitate… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- … service in the financial services industry? We are seeking a Client Service /Account Management Associate to provide efficient support to clients, ... Description Client Service Associate Are...3rd parties, producers, and teammates. Qualifications . Preferred Experience: Client support in financial services with insurance… more
- Robert Half Finance & Accounting (Boston, MA)
- …a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include ... you! Requirements * Minimum of 2 years of experience in a client service or administrative role within financial services . * Active Series 7 license, with… more
- Robert Half Finance & Accounting (Portsmouth, NH)
- Description We are looking for a dedicated and detail-oriented Operations and Client Services Associate to join our team in Portsmouth, New Hampshire. This ... to client inquiries professionally and promptly. * Support financial services operations with attention to detail and accuracy. * Uphold ethical standards… more
- Robert Half Finance & Accounting (Fairfield, CT)
- …access sophisticated strategies through exchange-traded products. Our client is looking for a Client Services Associate to play a key role in expanding ... an early-career professional who's eager to blend analytical skills, client engagement, and creative problem-solving in a high-growth, entrepreneurial environment.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and explore how this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior Client ... environment. Key Responsibilities + Serve as the primary point of contact for client service requests, ensuring timely and accurate execution. + Partner with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …JC del Rosario - I'd love to connect and explore this opportunity with you! Senior Client Associate About the Role We're seeking a Senior Client Associate ... environment. Key Responsibilities + Serve as the primary point of contact for client service requests, ensuring timely and accurate execution. + Partner with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | ... investment management, financial planning, lending strategies, and tailored family office services , all while building lasting client relationships that span… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …today and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Client Service Associate About the Role We're looking for a Client ... senior executives and professionals. In this role, you'll deliver exceptional client service and operational support, including account administration,… more
- Robert Half Finance & Accounting (Columbia, MD)
- Description Robert Half has a brand new direct-hire opportunity for a Client Services Associate for a financial services firm based on Columbia, MD. This ... in the industry. Candidates with prior experience in financial services with strong customer service experience are...ensure team is set up for success + Maintain client database system + Handle administrative support work for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …today and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking a skilled Client ... enhance the overall client experience. Key Responsibilities + Process client service requests, including account openings, transfers, ACH transactions, RMDs,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're looking for an experienced Client ... to enhance the overall client experience. Key Responsibilities + Handle client service requests (account openings, transfers, ACH, RMDs, stock donations) +… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …and needs. * Provide comprehensive support to Wealth Advisors by assisting with client services . * Manage investment accounts and ensure accuracy in financial ... with their financial needs. You will contribute to delivering exceptional service and fostering lasting client relationships. Responsibilities: * Establish… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... as the liaison between the advisor and various internal functions including client services , trading, billing, performance, and portfolio management. + Manage… more
- Robert Half Finance & Accounting (Deerfield Beach, FL)
- …and personalized service . Responsibilities: * Coordinate and manage consultant and client contracts and manage services /edit services . * Prepare and ... administrative tasks, and oversee financial operations, including vendor relations and accounting processes. This is an excellent opportunity to contribute to the… more
- JPMorgan Chase (Boston, MA)
- Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career ... that values innovation and collaboration. As a Fund Servicing Associate Iwithin JPMorganChase, you will play a pivotal role...will play a pivotal role in enhancing our operational services related to fund accounting and administration.… more
- Grant Thornton (San Jose, CA)
- As an Accounting Advisory Senior Associate , you will be responsible for teams that consult with clients on complex accounting transactions. You will help ... plus + Minimum 2 years of experience in providing financial statement audits, accounting advisory services , or corporate accounting /finance center of… more
- BlackRock (Wilmington, DE)
- … accounting and regulatory data services to insurance clients. Our accounting services include reconciliation, tracking, accounting for assets, along ... packages and regulatory schedules. **The Role:** Responsible for handling all aspects of accounting and reporting services and meeting the needs and evolving… more
- Aston Carter (Tampa, FL)
- Job Title: Accounting Associate Job Description The Accounting Associate will play a key role in supporting the finance team by handling a variety of ... accounting tasks, including tax compliance assistance, general ledger maintenance,...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is… more
- Grant Thornton (Chicago, IL)
- …licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which ... As the Tax Senior Associate of our Methods & Periods practice, you'll...responsible for designing, implementing, and executing research credit studies, accounting method studies and fixed asset reviews for your… more
