- H&R Block (Cupertino, CA)
- **557326BR** **Title:** Associate Client Advisor - Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial ... Excel including ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Bus & Tax **Sponsored Job:** \#LI-KM2… more
- H&R Block (Cupertino, CA)
- **524719BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- H&R Block (Belmont, CA)
- **524506BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- JPMorgan Chase (Menlo Park, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- Bank of America (Redwood City, CA)
- …helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. ... Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and… more
- Umpqua Bank (San Jose, CA)
- …new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with ... the trusted advisor to clients, functions as the Middle Market client "expert" and the go-to-person providing differentiating consult, ideas, and options for the… more