Jobs near Independence: 5,232
RS
Relevance Score ranked on: ADVISOR
Wealth Management Advisor
Cleveland
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk m...
Search Terms: Management, Advisor, Wealth, Customer Experience, Client Service
81.2
7.5mi
Updated: October 13
Block Advisors Receptionist
Beachwood
Answer phones and greet clients in a personalized, friendly, and inviting manner. Match clients with the best-suited tax professional for their needs. Schedule clients how they would like to be scheduled. Help to ensure all clients needs have been met during service both in person, over the phone or ...
Search Terms: Receptionist, Advisor, Accounting, Administrative
80.2
9.5mi
Updated: November 11
Business Sales Representative - Solution Advisor
Broadview Heights
A self-motivated, tech savvy individual driven to succeed. Someone who connects with people and enjoys meaningful interactions while expanding their network. Plus, strives to deliver great a customer experience by building relationships and exhibiting empathy – no matter what the situation. Ultimatel...
Search Terms: Sales Representative, Solution, Business, Advisor, Representative
79.6
4.4mi
Updated: October 31
Merchant Services Advisor
Cleveland
Markets credit card systems and support services for business customers. Attracts and retains client relationships to meet sales objectives. Develops and maintains relationships with clients. Identifies client requirements and recommends appropriate services. Responds to customer inquiries on interna...
Search Terms: Advisor, Client Relations, Customer Experience, Relationship, Operations
79.6
7.5mi
Updated: November 07
Block Advisors Receptionist
Lyndhurst
Answer phones and greet clients in a personalized, friendly, and inviting manner. Match clients with the best-suited tax professional for their needs. Schedule clients how they would like to be scheduled. Help to ensure all clients needs have been met during service both in person, over the phone or ...
Search Terms: Receptionist, Advisor, Accounting, Administrative
79.5
14mi
Updated: November 11
Academic Advisor & Administrative Coordinator
Cleveland
Advises students on academic requirements, career options, and extracurricular opportunities. Monitors student academic and personal progress and employs intervention strategies, as necessary. Establishes meaningful relationships with students, faculty, Cleveland State University (CSU) resources and ...
Search Terms: Administrative, Advisor, Coordinator, Skills
79.4
8mi
Updated: October 29
Senior Executive Compensation Advisor
Cleveland (44114)
Leads the support in the design, implementation and administration of executive compensation programs. Conduct executive compensation research and analysis and leads the preparation of board committee materials. Monitoring the effectiveness of existing compensation policies and procedures and recomme...
Search Terms: Compensation, Executive, Advisor, Senior, Benefits
78.9
7.5mi
Updated: November 02
Partner Tax Preparation Advisor (PTPA) - Senior Associate
Cleveland
A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You’ll focus on recording and analysing fina...
Search Terms: Tax, Associate, Senior, Advisor, Financial Planning
78.7
7.5mi
Updated: November 01
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