- UpvoteDownvoteShare Job
- Suggest Revision
As a full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics, Pharmaceutical / Biotech, Technology, Automotive, Engineering, and Healthcare.
$42.85 - $46.42Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Collaborating with a diverse team, you will be responsible for recording general ledger journal entries, preparing client invoices and conducting account reconciliation, and various analyses of financial statements.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the Commercial Banking client "expert" and the primary contact for most client related matters.
Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Minimum of 6 years of relevant experience supporting railroad projects for CSX / CPKC.Proven track record in meeting and exceeding client expectations through project management activities. The ideal candidate will have connectivity and prior experience working with CSX / CPKC.Primary Responsibilities will include:Develops project scopes, schedules, and budgets and tracks progress to manage the financial success of projects and ensure timely completion.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$190,000 - $335,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
You will be Paid The Best Compensation in the Industry today and work with the Best Team of Professionals in the Financial Services Industry as a: Investment Advisor/Private Wealth Manager - This position is highly entrepreneurial and involves extensive client development, prospecting, and consultative selling.
$55,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Enters client information into the various Comprehensive Financial Planning Software and generates wealth plans. This individual focuses on client needs in the areas of cash flow, retirement planning, estate planning, education planning, and major-purchase planning.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
A Client Relationship Consultant will not be able to perform this job without knowing how to read, write, and speak in business-level proficiency of the French language. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
$21.88 - $32.04 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Understanding of all full cycle accounting processes including but not limited to communication with governing agencies, financial statement mastery, annual closeout review, high-level payroll knowledge, all-entity tax preparation and knowledge and client onboarding experience, interviewing/hiring/coaching staff, annual tax planning, C-Corp to S-Corp conversion, Accrual to Cash basis conversion, buy/sell transaction knowledge.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
A Client Relationship Consultant will not be able to perform this job without knowing how to read, write, and speak in business-level proficiency of the Somali language. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
$20 - $28.19 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technologysolutions.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Our mission-driven, award-winning client is seeking a dynamic, performance-focused Chief Financial Officer who leads with action, is intellectually curious, is confident in data-based decision-making and is ready for an exciting opportunity to scale a young business that has graduated from start-up mode and seeks to build an enterprise from what is now a thriving, solid organization.
ExpandApply NowActive JobUpdated Today
financial client jobs in Cincinnati, OH
FEATURED BLOG POSTS
Technology in the Workplace: How to Improve your HR Function with AI
It’s safe to say that the last two years have brought fundamental changes to the way we work and do business. Companies have relied on technology in the workplace to digitize their services and build a remote-friendly infrastructure that could prepare them for the future.
Operations Job Titles for Entry, Mid, and Senior-Level Positions
An operations team can take on many functions within a business. With wide-ranging responsibilities come wide-ranging job titles. This means that you have to be more vigilant in your job search. On one hand, the perfect job might be hidden under a title you might not expect. Meanwhile, operations titles that you’re used to looking at may mean something different at a given organization depending on their structure.
How to Automate Your Job Search
The internet is ripe with career professionals urging you to be aggressive in your networking and application strategies to land a job. But at what expense? Your sanity? Peace of mind? Energy? Free time? When the job search gets overwhelming—as it inevitably will—leverage automation to take the most tedious tasks off your plate. Here are seven ways to do it.
How To Request Accommodations at Work (According to Someone Who’s Done It)
Doing a job for eight hours a day, five days a week is exhausting for anyone. But for those with a disability or chronic pain, it can be especially taxing—something must change. Asking for reasonable accommodations at work can feel tricky, especially if you’re new to the job. Under the Americans with Disabilities Act (ADA), physical disabilities, health conditions, and symptoms of mental health are all valid workplace accommodations. When you request accommodations, it means that your condition is impacting your ability to perform at work.
How to Write a Property Manager Resume
Property management experts have a variety of responsibilities, such as ensuring the safety and durability of commercial and residential buildings. During recruitment for such a position, recruiters assess your skills first-hand. This begins with how well you organize and tailor your property management resume. In other words, they can't afford to bring you onboard if your resume does not impress them.
Finally! Answers to 9 Job Search Questions You've Been Wondering About
There’s no college course on how to job search effectively. If schools offered “Job Searching: 101,” we wouldn’t have to write this article. Unfortunately, there’s nothing straightforward about a job hunt, and researching the best job searching methods is basically limited to sourcing peer advice and internet articles. Don’t worry; we’ve got your back. Here are definitive answers to the most common questions you’ve been dying to ask.
How to Successfully Make a Career Change in the New Year
The beginning of a new year is often a time for reflection and introspection. Millions of people use this time to come up with new resolutions to help them live happier and healthier lives. Pursuing our career ambitions is among the top five, right up there with exercising more and eating better.