20 Best client services associate jobs (Hiring Now!)

Associate Client Advisor-Small Bus & Tax
H&R Block —Rockford, IL
Provide assessment of client's business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement),…
Estimated: $34.2K - $43.2K a year
Quick Apply
Full Time Client Service Associate
Lake Ridge Bank —New Glarus, WI
Process all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan…
Estimated: $33.5K - $42.5K a year
Commercial Lines Insurance Agent--Client Services Associate
Shaw Insurance Services —Anderson, CA
A California Insurance license and a minimum of 1-year commercial lines experience is a mandatory prerequisite. This is a full-time position, M-F 8-5.
$45,000 - $55,000 a year
Quick Apply
Sales, Customer Service and Business Central ERP Develpment
Lakes Precision Inc. —Three Lakes, WI
We are looking to grow our professional team by hiring a person that can assist our sales and logistics teams with customer support, data entry and development…
Estimated: $38.1K - $48.2K a year
Quick Apply
Insurance Sales & Customer Service Representative (P&C License Required)
Laarnie Soma State Farm Agency —Seattle, WA
*Life & Health Insurance license required or must be willing to obtain*. *Property & Casualty insurance license is required*. Job Types: Full-time, Permanent.
$37,500 - $50,000 a year
Quick Apply
Client Services Support Associate
Knipper HEALTH —Somerset, NJ
Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…
Estimated: $32.9K - $41.6K a year
Client Services Associate
WestPac Wealth Partners —Honolulu, HI
Process incoming correspondence, mail, and email following established protocols. Aid in Marketing efforts and comply with social media guidelines.
$20.50 - $25.50 an hour
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Client Service Associate
Sway Texas —Harlingen, TX
Bachelor's degree in Business, Finance, or a related field is strongly encouraged. Proficient in using customer relationship management (CRM) tools and…
$42,000 - $50,000 a year
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1h
Registered Client Service Associate (Sales Assistant)
Bridgehaven Financial Advisors —Warren, NJ
Bachelor's degree in business, finance or related field is preferred. Communicate via telephone and email to address client issues.
$60,000 - $70,000 a year
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Client Services Associate
GemHarvest —Houston, TX
Bachelor’s degree in Business, Finance, or a related field. Participate in the growth of a fast growing, independent RIA by servicing client needs, and…
$90,000 - $105,000 a year
Quick Apply
2d
Client Services Associate
NECS® —Jasper, IN
Perform data entry and maintain accurate client records. Proficient in using Microsoft Word, data entry and client records management, experience with Excel…
$15 - $16 an hour
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5d
Inside Sales / Customer Service Rep
World Wide Metric —Branchburg, NJ
Associates degree in technical field, Bachelor’s degree (i.e. engineering, mathematics, sciences, or business) preferred but not required..
From $24 an hour
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Client Services Associate
Sentinel Group —Wakefield, MA
The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. Knowledge of Excel, Powerpoint, eMoney, Salesforce…
Estimated: $56.7K - $71.7K a year
Quick Apply
Client Operations Associate
AdviceOne LLC —Glastonbury, CT
We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. Short- and long-term disability.
From $60,000 a year
Quick Apply
6d
Client Support Associate
Mingle Health —Remote
Serve as the primary point of contact for a subset of MIPS (Merit based Inventive Payment System) customers, including answering phones, monitoring Live Chat,…
$18 - $21 an hour
Quick Apply
Client Services JumpStart Associate
Toluna —Remote
Program surveys on your own or work with expert teams while ensuring programming edits are implemented accurately in a timely manner, and test link is checked…
Estimated: $52.1K - $66K a year
3h
Entry Level Client Service Associate
AdviceOne LLC —Glastonbury, CT
Relationship building with our clients and prospective clients. Financial services experience not required. Maintaining the appearance of our client spaces.
From $60,000 a year
Quick Apply
6d
Client Services Associate
St. Andrews Seniors Solutions —St. Louis, MO
Responsibilities include but are not limited to inbound and outbound calls for clients and employees, data entry to assist with bi-weekly payroll processing and…
From $16 an hour
Quick Apply
Associate, Client Services
Century Group —Walnut Creek, CA
Company matching 401(k) plan, Life Insurance, Parental Leave Benefits, Paid Time Off (PTO) and 10 paid holidays. Ability to generate new business opportunities.
Client Onboarding Specialist - Remote
TitleTap —United States
Prior teamwork ability within creative, product, and technical teams, and both internally and external clients. We offer a 401K match.
Estimated: $58.5K - $74.1K a year
1h

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Associate Client Advisor-Small Bus & Tax

H&R Block - Rockford, IL

Quick Apply

Job Details

Estimated: $34.2K - $43.2K a year

Qualifications

Microsoft Word
Microsoft Excel
Windows
Microsoft Office
High school diploma or GED
GAAP
Client services
Bookkeeping
2 years
Office experience

Full Job Description

Job Description:

Provide bookkeeping and payroll services to Block Advisors small business clients including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed. Partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.
Day to Day You’ll…

Processes various forms of financial information and materials and enters financial information into accounting or other financial systems, while complying with relevant reporting requirements.
Compile monthly and quarterly reporting as needed.
Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts. Assist in client service coverage as needed to ensure service deliver.
Partner with Tax Advisors by providing relevant bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return.
Provide assessment of client's business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement), statement of financial position (balance sheet), equity statement (statement of owner’s equity), and statement of cash flows).
Prepare and facilitate the processing of client payroll, calculate and prepare tax payments, generate 1099 and W-2 documents for clients .
Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships.

About H&R Block...

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world.

We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.

H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.

What you'll bring to the team...

High school diploma or equivalent
2 years work experience
Knowledge of bookkeeping practices, generally accepted accounting principles and procedures.
National Bookkeeper and Payroll certifications from the National Bookkeeping Association or ability to successfully obtain certifications.
Microsoft Office, specifically Word, Excel and Open Office experience.
Ability to multi-task in multiple window applications.
Ability to work independently.
Analytical and detail oriented.
Good verbal and written skills.
Client Services experience.
Ability to complete assigned projects on time with minimal supervision.
Ability to correctly interpret and apply complex instructions, policies and regulations

#indeedmh

Quick Apply

client services associate jobs

Associate Client Advisor-Small Bus & Tax

Full Time Client Service Associate

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Sales, Customer Service and Business Central ERP Develpment

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Client Services Support Associate

Client Services Associate

Client Service Associate

Registered Client Service Associate (Sales Assistant)

Client Services Associate

Client Services Associate

Inside Sales / Customer Service Rep

Client Services Associate

Client Operations Associate

Client Support Associate

Client Services JumpStart Associate

Entry Level Client Service Associate

Client Services Associate

Associate, Client Services

Client Onboarding Specialist - Remote

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