UNKNOWN

FEED

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Key Responsibilities: As a Senior Tax Associate, your typical day may include: Preparing and reviewing federal and state tax returns for partnerships, S corporations, C Corporations, individuals, and some trust and estate engagements.

YEAR

Aprio

Senior Tax Associate - Private Client Services

ea_via_bold

Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.

HOUR

Client Services Associate

The Client Services Lead  provides exceptional oversight and administration of office and mail services, delivering operational functions in the following areas:  processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings.

Lead Client Services Associate

sourcestack_via_bold

Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan. The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.

First Tech Federal Credit Union

Client Services Associate II

linkup_via_bold

Proficiency with accounting software systems (Yardi, MRI, or similar property management platforms strongly preferred) and advanced Microsoft Excel skills including pivot tables, VLOOKUP, sorting/subtotals, and financial modeling. This position offers the opportunity to manage the complete accounting cycle for a single retail shopping center while partnering closely with property management teams and clients to drive informed business decisions.

<p>JLL is a financial and professional services firm specializing in commercial real estate services and investment management. We create value for companies and institutions that invest in and use real estate. With 60,000 employees across 280 corporate offices worldwide, we serve the local, regional and global real estate needs of corporates and investors in more than 80 countries. Our integrated services offering is grounded in expertise in all property types, a deep understanding of real estate markets and capital markets, and is coordinated and consistent across geographies.</p>

Sr Associate I - Retail Client Accounting

IRecruitee

In this role you'll manage internal renewal processes, support special projects, participate in client service calls, represent Delta Dental at meetings and benefit fairs, and troubleshoot and resolve inquiries from customers and producers. Research technical and benefit questions for assigned accounts, co-design processes and workflows to meet customer needs, and generate and share reports with clients as requested.

Delta Dental Washington Dental Service

Client Relations Associate

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Edelman Financial Engines LLC

Client Service Associate - Shared Support Team

Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Edelman Financial Engines

Client Service Associate

captcha_enabled?":true,"remote":false,"max_salary":{"amount":"100000.00","currency":"USD"},"min_salary":{"amount":"85000.00","currency":"USD"},"pay_frequency":"annually","show_remote_in_location":true,"hidden?":false,"questions":[{"table":{"id":8912415,"option_type":"yes-no","question":"Do you have any relevant Financial Services experience?","required?":true,"flags":null,"options":["Yes","No"],"help_text":null}},{"table":{"id":8912416,"option_type":"essay","question":"Why are you interested in joining the Beacon Pointe team?","required?":true,"flags":null,"options":[],"help_text":null}},{"table":{"id":8912417,"option_type":"yes-no","question":"Are you legally authorized to work within the United States?","required?":true,"flags":null,"options":["Yes","No"],"help_text":null}},{"table":{"id":8912418,"option_type":"yes-no","question":"Will you now or in the future require sponsorship to work in the U.S.?","required?":true,"flags":null,"options":["Yes","No"],"help_text":null}}]}},"labelTranslations":{"back_to_jobs":"Back to Jobs","apply_for_this_position":"Apply for this Position","back_to_wl_jobs":"All Jobs at CoAd Recruit"},"lang":"en","recaptchaSiteKey":"6Le5hLsSAAAAAE43yKMBj3XR8Ox2GNeDD4VYZx_5","showGDPRDisclosure":false,"showNotify":true,"showReferral":true,"source":null,"widgetMode":null,"showBackButtons":false}" class="apply-button-group">. ","captcha_enabled?":true,"remote":false,"max_salary":{"amount":"100000.00","currency":"USD"},"min_salary":{"amount":"85000.00","currency":"USD"},"pay_frequency":"annually","show_remote_in_location":true,"hidden?":false,"questions":[{"table":{"id":8912415,"option_type":"yes-no","question":"Do you have any relevant Financial Services experience?","required?":true,"flags":null,"options":["Yes","No"],"help_text":null}},{"table":{"id":8912416,"option_type":"essay","question":"Why are you interested in joining the Beacon Pointe team?","required?":true,"flags":null,"options":[],"help_text":null}},{"table":{"id":8912417,"option_type":"yes-no","question":"Are you legally authorized to work within the United States?","required?":true,"flags":null,"options":["Yes","No"],"help_text":null}},{"table":{"id":8912418,"option_type":"yes-no","question":"Will you now or in the future require sponsorship to work in the U.S.?","required?":true,"flags":null,"options":["Yes","No"],"help_text":null}}]}},"labelTranslations":{"back_to_jobs":"Back to Jobs","apply_for_this_position":"Apply for this Position","back_to_wl_jobs":"All Jobs at CoAd Recruit"},"lang":"en","recaptchaSiteKey":"6Le5hLsSAAAAAE43yKMBj3XR8Ox2GNeDD4VYZx_5","showGDPRDisclosure":false,"showNotify":true,"showReferral":true,"source":null,"widgetMode":null,"showBackButtons":true}" class="apply-button-group">.

Beacon Pointe Advisors

Senior Client Service Associate

This role partners with the firm's investment and wealth management professionals to deliver a high-touch client experience; independently manages complex client-service and account-administration work; and collaborates closely with Wealth Advisors, Associate Wealth Advisors, and the Client Service Manager. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Beacon Pointe Advisors LLC

HiringThing

FULL_TIME

First Technology Federal Credit Union

Jobvite Talemetry Organic Easy Apply

Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications. We're looking for someone who lives at the intersection of lifestyle, entertainment, fandom and sports - who follows what's breaking across media and social, has a strong POV on what's next, and has great ideas for how to turn cultural moments and insights into opportunities for brands.

IPG MediaBrands

Senior Associate, Client Experience

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

Oppenheimer Holdings Inc

Client Service Associate (Seattle or Bellevue)

OTHER

Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. You own the operational work for each assigned family: leading account workflows, running the meeting cycle, managing entity and CRM data, and keeping the tax and planning process on track.

Matter Family Office

Associate - Client Service

BreezyHR

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

Morgan Stanley

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone

Associate, Client Advisory

Senior Associate, Client Advisory

In addition to providing exemplary client service and pod support, the Senior Client Service Associate is entrusted with ownership of a defined specialty area that supports how the firm operates. Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning.

Tschetter Group

Sr. Client Service Associate

Trinet ATS Feed

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

Client Associate Jobs in Tacoma, WA

Senior Tax Associate - Private Client Services Aprio

Client Services Associate SPS

Lead Client Services Associate SPS

Client Services Associate II First Tech Federal Credit Union

Sr Associate I - Retail Client Accounting JLL

Client Relations Associate Delta Dental Washington Dental Service

Client Service Associate - Shared Support Team Edelman Financial Engines LLC

Client Service Associate Edelman Financial Engines

Senior Client Service Associate Beacon Pointe Advisors

Client Service Associate - Shared Support Team Edelman Financial Engines

Senior Client Service Associate Beacon Pointe Advisors LLC

Client Services Associate II First Technology Federal Credit Union

Senior Associate, Client Experience IPG MediaBrands

Client Service Associate (Seattle or Bellevue) Oppenheimer Holdings Inc

Associate - Client Service Matter Family Office

Client Service Associate Morgan Stanley

Associate, Client Advisory Pathstone

Senior Associate, Client Advisory Pathstone

Sr. Client Service Associate Tschetter Group

Part-Time Client Service Associate Morgan Stanley

Similar Job Searches

See More Jobs

Stand out to leading employers.