- Truist (Charlotte, NC)
- …and Merchant. WPSA organization proficiencies and responsibilities include: a. In partnership with the relationship team, develop, maintain and execute on strategic ... attention to detail 7. Strong presentation, communication and interpersonal skills 8. High level of adaptability and flexibility 9. Ability to multi-task and… more
- Banfield Pet Hospital (Port Charlotte, FL)
- …and their partnership with the practice managers. Partner with practice manager to develop, execute, and revise plans which achieve targeted KPI's through ... The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery...and collaborative work environment in their assigned hospitals in partnership with the practice managers. + Validate the clinical… more
- JPMorgan Chase (San Francisco, CA)
- …+ Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills) + Individual with high ethical standards who never sacrifices ... is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas...closely with Advisors without daily contact with a direct manager . + Strong presentation skills in one-on-one and group… more
- KeyBank (Portland, ME)
- …issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high -net-worth clients. + Deep tax , investment, estate planning, business ... the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their… more
- JPMorgan Chase (Palo Alto, CA)
- …+ Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills) + Individual with high ethical standards who never sacrifices ... is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas...closely with Advisors without daily contact with a direct manager + Strong presentation skills in one-on-one and group… more
- Banfield Pet Hospital (Poland, OH)
- …Develop annual planning, budgeting and hospital productivity levels for the hospital in partnership with the Practice Manager (if applicable), Field Director and ... health. The Chief of Staff partners with the Practice Manager (if applicable) to operate an effective and productive...and champions of the Banfield brand to provide consistent high -quality care and exceptional service to the most pets… more
- KeyBank (Hartford, CT)
- …fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and their beneficiaries. As a member of the KPB ... as well as those in their market in accordance high professional standards. In the course of serving clients,...and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client's needs… more
- H&R Block (New York, NY)
- …Operations Coordinator (DOC) supporting the overall district(s) offices + Provide hands on Tax Office Associate support with Preparer Tax Identification Number ( ... and resolves issues or escalate to DOC, Company Support Manager ( CSM ) , or District General ...Other duties as assigned by the DOC or in partnership with the CSM What you'll bring to the… more
- H&R Block (Upland, CA)
- …Operations Coordinator (DOC) supporting the overall district(s) offices + Provide hands on Tax Office Associate support with Preparer Tax Identification Number ( ... and resolves issues or escalate to DOC, Company Support Manager ( CSM ) , or District General ...Other duties as assigned by the DOC or in partnership with the CSM What you'll bring to the… more
- TEKsystems (Louisville, KY)
- …Role We're seeking a Customer Experience Agent to deliver exceptional service to tax professionals and their clients. You'll handle inbound and outbound calls, chat, ... past customers + Assist consumers and businesses using our tax software + Provide accurate account and product information...+ Fast system navigation and data entry skills + High school diploma or GED Nice-to-Have Skills + Experience… more