- Kestra Financial (Westport, MA)
- …+ Ability to work independently while also collaborating with the investment Client Service Associate and advisory team + Strong organizational skills ... to move cases forward while also collaborating closely with the firm's Client Service Associate for investments to ensure seamless service across… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Location: Walnut Creek, CA | In-Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + Career ... in Walnut Creek that is actively seeking a Client Service Associate to support its growing client...Associate to support its growing client base and advisory team. This is an exciting opportunity to join… more
- Paychex (Rochester, NY)
- …HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. ... Overview Under a significant level of guidance and direction, provides customer service for one Paychex product. Uses prescribed guidelines to ensure good customer… more
- Guidehouse (Austin, TX)
- …time being a part of a technical team. The ** Associate Director-T&D Technical Services ** will also function as an advisory consultant and must organize their ... industry forums. **Key Responsibilities:** + Lead competitive intelligence and infrastructure advisory services throughout North America + Impact assessment of… more
- Bank of America (Chicago, IL)
- Client Service Associate Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Client- Service - Associate \_25036724-2) **Job Description:** Merrill Wealth Management is… more
- Access Dubuque (Dubuque, IA)
- … National Mississippi River Museum & Aquarium Welder / Welding Production Associate Sedona Staffing Services Client Service Representative Cottingham ... Teller Service Associate (JFK) **Dupaco Community Credit...Teller Service Associate (JFK) **Dupaco Community Credit Union** 1 Positions...& Butler/ SISCO Consultant - Governmental Advisory Services - Remo Eide Bailly IRS… more
- Grant Thornton (Atlanta, GA)
- …serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the ... preferred. + Solid experience in the following: accounting, audit, or transaction advisory services . + Strong current knowledge in US GAAP, GAAS, SEC Reporting,… more
- Grant Thornton (Dallas, TX)
- …licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational, ... As the Private Wealth Services Tax Senior Associate , you'll perform...tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …years of experience in client service or operations within the financial services industry, preferably with an independent advisory firm. + Proficiency in ... financial services firm is seeking a Client Services Associate to join its team. This...of contact for account-related inquiries, this individual ensures seamless service delivery and supports the broader advisory … more
- Moss Adams LLP (Seattle, WA)
- **Client Service Associate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about ... complex and interesting business challenges. **Introduction to the team** The Client Service Associate for Moss Adams Wealth Advisors will collaborate with… more
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