- HUB International (Blue Bell, PA)
- …Strategy, Renewal, and Post-Renewal Debrief/Stewardship meetings. + Manage all client service deliverables promptly and professionally, either directly ... and SMEs directly for assigned clients, involving leveraging individuals appropriately in service -related activities to support client needs. In general, the… more
- CBRE (Chicago, IL)
- …Do:** + Complete intermediate to advanced-level accounting transactions in preparation for client financial statement packages. + Create and post journal entries ... - Office Investment Sales Job ID 250660 Posted 11-Dec-2025 Service line Advisory Segment Role type Full-time Areas of...to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of CBRE clients… more
- Thrivent Financial (Van Wert, OH)
- …write recommendations, and service existing clients/contracts * Position products, services , and strategies to help clients gain financial clarity * ... you! You will play a critical role in our client experience, so an out-going and service -oriented...a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the… more
- Robert Half Finance & Accounting (Canton, MA)
- …accurate tax reporting and compliance. * Provide strategic tax planning and advisory services to optimize client financial outcomes. * Utilize software ... file tax returns, ensure compliance with regulations, and provide strategic tax planning services to clients. This position is ideal for professionals who excel in… more
- Zions Bancorporation (Los Angeles, CA)
- …environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and ... industry benchmarks. + Provide detailed reports and recommendations to improve client financial performance. + Oversee application processing, onboarding, and… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update...with a minimum of 3 years executive administrative experience; financial services industry experience a plus +… more
- Rock Family of Companies (CT)
- …or refinance process and how to better manage their mortgage + Evaluate client financial status and documents including their credit, employment, income, assets ... obtain real estate financing that meets their personal and financial goals + Represent the Rocket brand in various...client concerns + Provide every referral source and client with the best client service… more
- Robert Half Accountemps (Brooklyn, NY)
- …to optimize client financial outcomes. * Respond promptly to client inquiries and provide exceptional customer service . Requirements * Proven experience ... * Prepare and file individual tax returns accurately and efficiently. * Analyze client financial records to ensure proper documentation and compliance with tax… more
- Cherry Bekaert (Denver, CO)
- …prepaids, A/P, accrued expenses, debt and general income statement accounts in client financial statements and propose adjusting journal entries when needed. ... role:** An ideal fit for our firm displays a passion for superior client service , uncompromising integrity and project management abilities. We're a fast-paced… more
- Rock Family of Companies (AZ)
- …to determine the appropriate loan product to achieve their goals. + Evaluate client financial status and documents including their credit, employment, income, ... obtain real estate financing that meets their personal and financial goals. + Consult with clients and analyze their...volume and revenue + Give every referral source and client the best client service … more