Client Advisory Associate - Pasadena, CA

The Client Advisory Associate supports Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. · Direct the Trust Operations Department regarding daily account transactions such as wire and cash trans ...

We are seeking an experienced and highly motivated Client Advisory Associate to join our team. This role will provide exceptional client service and support to high-net-worth individuals and their families. · , · _coordinate with accounting department · Maintain/update quarterly ...

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. · Our dedicated professionals work with clients and ...

We're seeking an Advisory Associate to join a growing consulting and advisory practice supporting middle-market and emerging growth companies. · This is an ideal opportunity for someone who enjoys variety, problem-solving, and being client-facing rather than siloed in traditional ...

We are seeking an Associate to join our team of Advisors. This role offers exposure to a wide range of asset classes and the opportunity to contribute to a dynamic, growth-oriented firm. · Owns the onboarding and maintenance of client accounts. · Provides information about differ ...

We're seeking an Advisory Associate to join a growing consulting and advisory practice supporting middle-market and emerging growth companies. · Support clients with technical accounting, monthly/quarterly close support, and financial reporting · Assist with accounting policy dev ...

The Weaver Experience · Weaver is a full-service national accounting advisory consulting firm with opportunities for professionals in many different fields.We seek to bring a human element to the world of accounting which includes creating a diverse collaborative entrepreneurial ...

Pathstone Associate Program: A Client Advisory CareerPath · Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complex and so ...

Advisory associates work alongside advisors to provide client service and gain industry knowledge through research. · ...

The Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and ent ...

The Associate in the Risk Advisory department is responsible for providing risk advisory services to clients in the areas of Sarbanes-Oxley (SOX) compliance, internal audit, enterprise risk management, process improvement, and information technology assessments. · ...

The Associate in the Risk Advisory department is responsible for providing risk advisory services to clients in the areas of Sarbanes-Oxley (SOX) compliance, · internal audit, enterprise risk management, process improvement and information technology assessments. · ...

The Leadership Advisory Services (LAS) Practice is an exciting, vibrant, and dynamic practice within Spencer Stuart. Operating synergistically alongside the Firm's market-leading Executive Search business, · Four or more years' experience in relevant leadership advisory or strate ...

Join SSC CPAs + Advisors as an Experienced Tax and Advisory Associate. · ...

We are seeking an Associate in Infrastructure and Projects Advisory for our Deal Advisory practice. · Review, analyze, and recommend improvements to construction management processes and internal controls. · Lead construction contract reviews, project oversight and monitoring fun ...

About Flexport:  · At Flexport, we believe global trade can move the human race forward. That's why it's our mission to make global commerce so easy there will be more of it. We're shaping the future of a $10T industry with solutions powered by innovative technology and exception ...

We are passionate about our business and our culture, and are seeking individuals with that same drive. · Primary Responsibilities: · As an Associate on the Shareholder Advisory team in Los Angeles or New York City, you will assume significant responsibility and work directly wit ...

Weaver is looking for a Transaction Advisory Services Senior Associate to join our growing firm. This individual will assist with financial due diligence projects for our clients.A Senior Associate takes ownership of projects under the supervision of more experienced team members ...

We are passionate about our business and our culture, and are seeking individuals with that same drive. · Primary Responsibilities:  · As an Associate on the Shareholder Advisory team in Los Angeles, you will assume significant responsibility and work directly with senior bankers ...

We are passionate about our business and our culture, and are seeking individuals with that same drive. · Primary Responsibilities: · As an Associate on the Shareholder Advisory team in Los Angeles, you will assume significant responsibility and work directly with senior bankers ...