- Cherry Bekaert (Raleigh, NC)
- …(average 2-3 days/week in office). The successful candidate will manage the client 's tax compliance needs, anticipate tax and business issues, and recognize tax ... should be accustomed to working as the main point of contact with the client and will be comfortable in managing workflows, deadlines, deliverables, and client … more
- UMB Bank (Ogden, UT)
- …fund clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes the ... opportunity to grow professionally, learning more complex tasks, increasing client contact, and ultimately training and reviewing peer's work....encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Fisher Associates (Binghamton, NY)
- …strategy and collaborate with teams, clients, partners, and stakeholders to align with client goals and ensure seamless project delivery. + Oversee project billing, ... client updates, QA/QC of deliverables, and project closeout. +...and proactive in meeting deliverables and deadlines + Foster trust and collaboration through integrity, respect, and active listening… more
- Fisher Associates (Rochester, NY)
- …emphasizes not only customized, innovative quality solutions but also an exceptional client experience driven by clear communication, deep expertise, and proactive ... client advocacy. Salary Range:$100,000 - $130,000 annually Actual compensation...improvement. + Collaborate effectively across all levels, fostering respect, trust , and active listening in all interactions. + Take… more
- First Horizon Bank (Memphis, TN)
- …FHN Financial's brand presence and audience engagement across digital platforms, client resources, and events. This position supports firmwide marketing initiatives ... Provide logistical support for internal and external events, including conferences, client programs, and sponsored engagements. + Assist with event branding,… more
- Trane Technologies (Kearney, NE)
- …and grow existing account relationships by focusing on long-term relationships and addressing client needs. + Acts as a facilitator to help the customer buy, ... and conversations with customers in a way that builds trust in the relationship and adapting to market changes,...to market changes, like new competitors and changes in client needs, without compromising the quality of service provided… more
- Cherry Bekaert (Spring, TX)
- …for professional growth, leadership development, and exposure to a diverse client base across industries such as technology, manufacturing, real estate, and ... + Oversee engagement objectives, budgets, resources, billing, and performance to ensure client deliverables and firm goals are met. + Identify and manage engagement… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …office. **As an Audit Senior, you will:** + Dialogue over engagement efficiencies and client specific risks + You will develop audit approach to be used by the ... throughout engagements + Broaden technical knowledge through review of complex client transactions + Financial statement preparation and/or review + Complete general… more
- Manulife (MA)
- …life insurance solutions. This role drives market growth, manages key client relationships, and collaborates across teams to deliver innovative offerings. **Position ... teams to ensure successful product launches and ongoing enhancements. + ** Client Relationship Management:** Serve as the primary point of contact for… more
- PNC (Erie, PA)
- …experience (ex. insurance associate or brokerage associate), as well as familiarity with trust and brokerage accounts, as well as with stocks and bonds. There will ... Investment Advisor job family and will progress towards direct client interactions PNC will not provide sponsorship for employment...with investment objectives that have been developed with the client . + Supports the delivery of the PNC investment… more
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