- 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 (San Jose, CA)
- **524372BR** **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 (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
- JPMorgan Chase (Palo Alto, 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 (Mountain View, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the ... opportunity to provide exceptional client service, operational marketing, and administrative support. You will...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- ADP (Pleasanton, 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 (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