Registered Client Service Associate
Eide Bailly
Location: Phoenix, AZ Work Arrangement: In-office OR Hybrid Day in the Life Works on a team to provide accounting services for clients from a multi-faceted approach. Actively handles day‑to‑day accounting needs for clients, functioning as their accounting department. Serves as a key point of contact on day‑to‑day accounting matters for the client. Utilizes technology to properly account for all accounting transactions for the client in real‑time. Reconciles client bank accounts. Calculates month‑end balancing and journal entries and provides an analysis of GL accounts to support or serve as the outsourced controller during the month‑end process for clients. Prepares reports, returns, and other documents as required, including sales tax reports, year‑end tax forms, monthly/quarterly/annual financial statements, and other reports required by clients. Provides the outsourced CFO with analysis of accounting information for high‑level advisory services. Makes recommendations on how to streamline processes. Provides backup support as needed to other outsourced accounting specialists and their clients. Ensures timely and accurate performance on assigned projects. Maintains compliance with project budgets, turnaround times, and deadlines. Who You Are You have a Bachelor's Degree in Accounting preferred; an equivalent combination of education and experience may be substituted. A valid Certified Public Accountant (CPA) or Certified Management Accountant (CMA) license or are working towards obtaining one of these licenses is preferred, but not required. Knowledge of general ledger accounting and principals. Ability to think innovatively to incorporate technology solutions and streamlined processes. Ability to communicate clearly in writing and verbally. Ability to work on multiple projects and meet deadlines by setting priorities with work projects. Ability to establish and maintain effective working relationships with co‑workers and clients. Proficient with computers, Microsoft Office (Word and Excel), QuickBooks, and using various software packages. Benefits Beyond base compensation, Eide Bailly provides benefits such as generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #J-18808-Ljbffr
- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedWork at officeLocal areaRemote work
- A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service and support to Financial Advisors in Phoenix, Arizona. The ideal candidate will have strong communication skills, a client-first mindset, and expertise in...Suggested
- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to financial advisors and clients, supporting daily account activity, onboarding, and digital tool enrollment. You will handle money movements, respond to client inquiries, maintain...Suggested
- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, processing money movements, onboarding clients, and maintaining records with strong attention to detail...Suggested
- ...Client Services Associate (Remote) Phoenix, Arizona, United States Or refer someone Job Openings Client Services Associate (Remote) About the Job TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences...SuggestedRemote jobFlexible hours
$60k
...Client Service Associate (Class of 2027) Phoenix, Arizona, United States Guidepoint's Client Service team connects leading consultancies with the subject-matter experts they need to make informed business decisions. By understanding each client's specific research...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours- ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts...Remote workFlexible hours
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...Client Service Associate National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers' evolving needs. We offer home, auto and accident and health insurance, as well as other specialty...Work at officeShift work$50k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications firm dedicated to helping brands craft meaningful narratives and build impactful connections. We specialize in strategic messaging, content development, and comprehensive communication solutions...$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...transactions and building strong relationships? As a Client Services Associate, you’ll be at the forefront of our commitment to exceptional...Hourly payLocal area$75k - $90k
...Broadridge team. Broadridge is Growing! We are seeking a Sr Client Services Representative who will be responsible for managing a book... ...environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe...Local areaImmediate startRemote work2 days per week- Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Work Schedule: Mondays to Fridays, 8:00AM... ...hands-on work, this role is for you. As a Client Services Associate (Mail & Print) , you’ll support essential workplace functions...Temporary workWork at officeImmediate startMonday to Friday
- Triumph Financial, Inc. is seeking a Client Services Associate for TBK Bank in Arizona. You will facilitate accurate financial transactions, profile customers, and help build strong relationships while delivering exceptional service to drive loyalty and cross-selling opportunities...
- Castle Biosciences Inc. is growing, and we are looking to hire a full-time Clinical Services, Client Services Associate working from our Phoenix, AZ office location, with a start date of August 1, 2026. Exceptional Benefits Package: Excellent Annual Salary + 20% Bonus...Full timeH1bWork at officeVisa sponsorshipWork visaMonday to Friday
- ...as well as industry knowledge to help clients obtain their financial goals and plan... ...clients regarding products and services, monitor client activity and performance... ...need to succeed? Must-have 3+ years of Registered Client Associate experience or related industry experience...Full timeFlexible hours
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Flexible hours
- ...part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours
- Location: Phoenix, AZ Work Arrangement: In-office OR Hybrid Day in the Life Works on a team to provide accounting services for clients from a multi-faceted approach. Actively handles day‑to‑day accounting needs for clients, functioning as their accounting department...Work at officeLocal area
- ...as well as industry knowledge to help clients obtain their financial goals and plan... ...clients regarding products and services, monitor client activity and performance... ...succeed? Must-have ~3+ years of Registered Client Associate experience or related industry...Full timeFlexible hours
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours
- Charles Schwab is seeking a Client Technical Support Associate to assist clients with online access and navigation of Schwab's website, systems, and... .... The role emphasizes one-call resolution and friendly service. The successful candidate will have at least one year of...
- RBC Wealth Management is hiring a Client Associate/Registered Client Associate in Phoenix to support financial advisors and clients with administrative tasks, onboarding, and account maintenance. You will build relationships, handle account questions, and help advisors...
- ...’s success. Job Profile As a Client Onboarding Specialist within... ...Phoenix, AZ. The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and Service teams. Together with Advisors... ...Act (FDIA) and, for any registered role, the Secure and Fair Enforcement...Full timeTemporary workPart timeWork experience placementBank staff
$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...Full timeH1b- ...Job Full Description Job Title: Senior Client Services Representative, Concierge Team - Advisor Support A growing SEC-registered RIA and TAMP platform is hiring a dedicated Senior Client Services Representative to join its Concierge / Advisor Support Team...Remote work
- ...recruiting firm is seeking entry-level candidates for a customer service role in Phoenix, AZ. The position involves a full-time training... ...will have a degree in finance or economics and a passion for client service. This role offers competitive pay along with a range of...Full time
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- King's Insurance Staffing is seeking a Senior Wealth Management Client Associate in Phoenix, Arizona. This role focuses on building and maintaining client relationships, assisting with financial planning, and supporting senior advisors in investment strategies. Candidates...
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$41.25k - $75k
...the company's success. As a Client Solution Specialist within PNC... ...Description Provides sales, service and execution support for new... ...managing all of the risks associated with their business objectives... ...Insurance Act (FDIA) and, for any registered role, the Secure and Fair...Full timeTemporary workPart timeWork experience placementWork at office
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