- Raymond James Financial, Inc. (Land O' Lakes, FL)
- This position blends financial planning support with client service excellence. You'll assist advisors in preparing financial plans, managing client ... strong client relationships. **Key Responsibilities** + Prepare and update financial plans, reports, and investment proposals + Assist with account opening,… more
- H&R Block (Warrington, PA)
- …exhibiting empathy, active listening, and a sincere commitment to their financial wellbeing. Demonstrate adaptability to diverse client personalities and ... in compliance with IRS regulations and H&R Block standards. + Conduct thorough client interviews to understand their financial situation, life changes, and tax… more
- CIBC (Austin, TX)
- …investment and wealth advisory services + A collaborative mindset to deliver seamless client service + Strong financial acumen and relationship management skills ... Manager,** you'll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You'll align… more
- CIBC (Atlanta, GA)
- …and wealth advisory services. + A collaborative approach to ensure seamless client service. + Strong financial acumen and relationship management skills ... Manager, you'll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You'll align… more
- BMO Financial Group (Denver, CO)
- … and personal goals using a consultative approach in customer conversations. + Applies financial planning skills and concepts against each client 's personal and ... Assists in the design, development and delivery of solutions that meet the client 's complex balance sheet management needs while providing expert service and highly… more
- SanDisk (Milpitas, CA)
- …conclusions for management on revenue and gross margin for the Data Center & Client business unit + Analyze complex financial information from various sources to ... our world moving forward. **Job Description** Seeking a Sr Financial Analyst - FP&A to join our Data Center...Analyst - FP&A to join our Data Center & Client Segment Finance Team. This position will focus on… more
- CGI Technologies and Solutions, Inc. (San Diego, CA)
- …recognition and ensuring compliance with accounting standards . Preparing and processing client billing and invoicing . Conducting financial analysis to track ... day in this role may include: . Managing and maintaining financial data for 6-8 separate client programs, ensuring accuracy and consistency across all accounts .… more
- Montana State University (Bozeman, MT)
- …and accuracy of records. + Generates easy-to-use, accurate and informative monthly financial reports for client departments to support strategic decision making ... Cassandra Balent ### ###@montana.edu. Classification Title Accounting Analyst Working Title Financial Associate Brief Position Overview An opportunity to join a… more
- Bank of America (San Antonio, TX)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... and reviewing reports and allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against… more
- Bank of America (New York, NY)
- …CFA are desirable but not required. **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Forecasting and Modeling + Financial Management ... are guided by a common purpose to help make financial lives better through the power of every connection....provide advice on portfolio hedging and positioning based on client 's objectives and risk tolerance; and engage in the… more