- H&R Block (Novato, CA)
- **517548BR** **Title:** Associate Client Advisor - Small Bus & Tax **What you'll do ** **:** **What you'll do ** Apply principles of accounting to analyze ... to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Business & Tax **Sponsored Job:** \#indeedkm **Job Family:**… more
- H&R Block (Lafayette, CA)
- **517177BR** **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 (Lafayette, CA)
- **524405BR** **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
- Atria Wealth Solutions (San Rafael, CA)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the San Rafael, CA area. ... further: Redwood Credit Union is looking for a Financial Advisor who wants something more! As a Financial ...other branch locations as assigned. + Business Development / Client -Services Management: + Be the primary architect and contributor… more
- JPMorgan Chase (San Francisco, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- JPMorgan Chase (Pleasant Hill, 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 provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- JPMorgan Chase (San Francisco, CA)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues… more
- ADP (San Francisco, CA)
- ADP is hiring a **Sales Representative, Small Business Services.** + _Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and ... set appointments, gather leads from established business partners, assess client or prospect needs to present the best ADP...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Bank of America (Walnut Creek, 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 (Novato, CA)
- …million OR may manage smaller-sized store if successfully obtains and retains Small Business Advisor certification. Concentrates approximately 20 percent of time ... and development of store associates. Responsible for developing and maintaining client relationships, utilizing the full spectrum of banking services. + Manages… more
- Deloitte (San Jose, CA)
- …external alignment The successful candidate will possess: + Ability to maintain Salesforce Associate Certifications - AI associate , Marketing associate + ... access and influence decision-makers at the highest levels in client organizations + Experience crafting and executing strategic and...manage the pursuit process and act as a key advisor to the pursuit team throughout the sales process.… more