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Financial Client Services Associate Jobs in Nevada

Eide Bailly LLP

Client Accounting Services Associate

Reno, NV · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a ... Provides the outsourced CFO with analysis of accounting information for high-level advisory ...

National Veterinary Associates

Client Services Lead

Las Vegas, NV · On-site

$18 - $21/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Comfortable handling financial transactions and maintaining accurate records. * Passion for animal ... client service. Skills * Leadership and team development * Customer service excellence * Problem ...

Eide Bailly

Client Accounting Services Associate

Reno, NV · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a ... Provides the outsourced CFO with analysis of accounting information for high-level advisory ...

Eide Bailly LLP

Client Accounting Services Associate

Reno, NV · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a ... Provides the outsourced CFO with analysis of accounting information for high-level advisory ...

Eide Bailly LLP

Client Accounting Services Associate

Reno, NV · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a ... Provides the outsourced CFO with analysis of accounting information for high-level advisory ...

CORT

Client Services Consultant - Events

Las Vegas, NV · On-site

$23/hr

The Client Services Consultant serves as the primary liaison between existing customers, Sales, and ... with finance to collect past due balances and process refunds or adjustments. * Oversee and ...

CORT

Client Services Consultant - Events

Las Vegas, NV · On-site

$23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Services Consultant serves as the primary liaison between existing customers, Sales, and ... with finance to collect past due balances and process refunds or adjustments. * Oversee and ...

CORT

Client Services Consultant - Events

Las Vegas, NV · On-site

$23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Services Consultant serves as the primary liaison between existing customers, Sales, and ... with finance to collect past due balances and process refunds or adjustments. * Oversee and ...

CORT

Client Services Consultant - Events

Las Vegas, NV · On-site

$23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Services Consultant serves as the primary liaison between existing customers, Sales, and ... with finance to collect past due balances and process refunds or adjustments. * Oversee and ...

CORT

Client Services Consultant - Events

Las Vegas, NV · On-site

$23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Services Consultant serves as the primary liaison between existing customers, Sales, and ... with finance to collect past due balances and process refunds or adjustments. * Oversee and ...

Allied Universal

Client Manager - Security Services

Las Vegas, NV · On-site

$65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial and operational metrics; drive operational efficiency by optimizing employee schedules ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...

Allied Universal

Client Manager - Security Services

Las Vegas, NV · On-site

$65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial and operational metrics; drive operational efficiency by optimizing employee schedules ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...

Allied Universal

Client Manager - Security Services

Las Vegas, NV · On-site

$65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial and operational metrics; drive operational efficiency by optimizing employee schedules ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...

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Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What are popular job titles related to Financial Client Services Associate jobs in Nevada?

For Financial Client Services Associate jobs in Nevada, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in Nevada look for?

The top searched job categories for Financial Client Services Associate jobs in Nevada are:

What cities in Nevada are hiring for Financial Client Services Associate jobs?

Cities in Nevada with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you

Client Accounting Services Associate

Eide Bailly LLP

Reno, NV • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Eide Bailly rating

8.2

Company rating: 8.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

9th of 22 rated bookkeepers and accountants

Job description

 Location: Reno, NV

Work Arrangement: In-office OR Hybrid

A Day in the Life

A typical day in the life as a Client Accounting Services Associate in Reno, NV might include the following:

  • 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.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together 

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. 

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.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

Eide Bailly 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.

 

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Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

What Eide Bailly employees say

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About Eide Bailly

Sourced by ZipRecruiter

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Fargo, ND, US

Year founded

1917

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