- H&R Block (Overland Park, KS)
- …providing white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client , primary lead on reporting and tracking of ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- Wells Fargo (Gilbert, AZ)
- …a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business ... clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or… more
- Wells Fargo (Danbury, CT)
- …seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business ... via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or… more
- Wells Fargo (Holladay, UT)
- …seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business ... clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or… more
- Verndale (Boston, MA)
- …can be in our Boston office or Remote for those outside of MA The Client Partner (CP) is Verndale's strategic advisor and business development leader for key ... accounts (>$500K annual targets). + Serve as the trusted advisor to client executives, building multi-threaded senior...offer generous paid company holidays, vacation, and paid sick time to every employee starting on day one. +… more
- H&R Block (Hamilton, NJ)
- …and efficient tax preparation experience. + Act as a liaison between the client and the Tax Advisor , ensuring consistent communication and a seamless ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...ensuring all necessary information is ready for the Tax Advisor + Clearly communicate the steps of the tax… more
- Access Dubuque (Dubuque, IA)
- …clients across various industries, sizes, and geographies. **Essential Functions:** Build Client Relationships:** Establish yourself as the primary advisor for ... Senior Employee Benefits Client Consultant **Cottingham & Butler/ SISCO** 1 Positions...Legal Management/Executive Sales/Service Location Dubuque, IA Job Type Employee Full/ Part Full Time Company ID 943 Job… more
- First Horizon Bank (Tampa, FL)
- …which are not mentioned below. Specific activities may change from time to time . + Meet revenue growth, profitability and client retention goals by acquiring ... site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new...meeting their stated goals and objectives. You will be part of a local team and supported by a… more
- Raymond James Financial, Inc. (Little Rock, AR)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting,… more
- Thrivent Financial (Geneva, IL)
- …This position serves as a resource to Financial Advisors (FA) and client in handling, researching and communicating inquiries regarding their accounts and supports ... utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative… more