- H&R Block (Portland, OR)
- …will prepare, submit and manage tax statements and returns for businesses and clients. The Client Advisor - Small Business and Tax will also provide advice on ... laws, and acts that govern the process. You will serve as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes. Day… more
- Vanguard (Malvern, PA)
- …function, translating business strategy into scalable technology that delivers exceptional client and advisor experiences. Key Responsibilities: . Develop a ... system design. . Deep understanding of wealth management platforms, advisor tools, and client experience. . Proven...of wealth management platforms, advisor tools, and client experience. . Proven success in developing and implementing… more
- Thrivent Financial (Denver, CO)
- …in the area. + Connect matrixed partners within the area to grow diverse advisor and client segment. + Attract and launch talent through market leaders ... The Area Vice President will partner closely with our COEs focused on Advisor Growth, Practice Growth, and Advice Adoption (Matrix Partners) to ensure Thrivent… more
- Guidehouse (New York, NY)
- … client relationships while managing client expectations. You will become the client 's trusted advisor that contributes to the "key client " business ... accountable to develop business with new buyers within key client /s, drawing upon industry and client connections as well as trends and Guidehouse solutions. As… more
- Truist (Atlanta, GA)
- …States of America) **Please review the following job description:** Provides in-office client and advisor support interfacing with our affluent Investment ... activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other… more
- Stantec (Chicago, IL)
- …work and specialized expertise that supports pre-positioning for and winning work. Serve as client or technical advisor . Serve as a regional SME or across ... of energized and talented staff from diverse backgrounds and with an established client network. This opportunity provides career growth is all areas particularly in… more
- KeyBank (Tarrytown, NY)
- …strategies to actualize client aspirations and further position Key as the client 's trusted advisor . + Interfaces with other Key Private Bank advisors and ... on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with… more
- Steampunk (Mclean, VA)
- …teams in digital transformation and implementation efforts. You will be a client -facing advisor , coach, mentor, andan accountablemanager with a proventrack ... recordof leading deployments of solutions in a client environment. **Contributions** + Serving as a delivery leader, accountable for completion of team delivery… more
- City National Bank (Lake Mary, FL)
- …Degree preferred * Think and act like a PM; stand in as the PM - team, client , and advisor facing; mindset of serving clients and advisors * Well-versed on RBC ... for trades and allocation changes for existing clients. * Client calls and inquiries: be able to discuss both...and inquiries: be able to discuss both economic and client portfolio topics: - Introductory and ongoing review calls,… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more