Floating Member Account Advisor - Rochester

Bowers CPA's & Advisors is committed to attracting and retaining the best people and interns across our firm and business service groups. · Be a part of our Audit or Tax team and learn the business of Audit or Tax · Plan and prepare Audit services and Tax services as shared by ou ...

We are partnering with a well-respected financial services firm in search of a Client Service Assistant to join its team. · This role offers an exciting chance to contribute to a growing team and make a significant impact on client relationships.ResponsibilitiesHelp advisor prepa ...

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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing ...

The Client Service Associate (CSA) plays a crucial role as the backbone of our client experience and operational support team. This position is ideal for a proactive, highly detail-oriented professional eager to master the operational aspects of a financial planning and investmen ...

Doeren Mayhew is seeking an experienced, proactive, strategic HR Generalist to join our HR team. · Provide guidance to leadership and associates regarding employment issues, · Partners with Chief Human Resources Officer to develop and deliver comprehensive HR solutions to interna ...

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 Registered Client Service Associate who is a motivated detail oriented and creative problem solver to join our growing t ...

Wealth Management Solutions are delivered by J.P. Morgan through its Global Trusts & Estates Practice. · Analyze trust documents. · Make recommendations regarding trustee powers. · Oversee investment decisions. · ...

We are seeking a Client Service Assistant to join our team in Rochester, NY. · This role offers an exciting chance to contribute to a growing team and make a significant impact on client relationships. · The Client Service Assistant will include administrative duties such as prep ...

The Client Service Associate plays a crucial role as the backbone of our client experience and operational support team. This position is ideal for a proactive, highly detail-oriented professional eager to master the operational aspects of a financial planning and investment firm ...

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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing ...

As a Audit Senior Accountant you will be assisting with preparing and monitoring budgets. Maintaining and reconciling balance sheet and general ledger accounts. Assisting with annual audit preparations. · ...

The Managing Director is responsible for the management and business development of Tompkins Financial Advisors in an assigned market. · ...

The Managing Director will be responsible for the management and business development of Tompkins Financial Advisors (TFA) in an assigned market. · ResponsibilitiesDeliver Comprehensive Wealth Management Services-Ensure clients receive full-spectrum services: investment managemen ...

AP Professionals is working exclusively with a well-known nonprofit, local organization in search of a part-time Senior Accountant due to retirement. · ...

You will be responsible for preparing and reviewing tax returns conducting research on tax issues and working directly with clients across diverse industries. The role requires excellent analytical time management skills attention to detail experience in a Tax role conduct tax re ...

We're proud of our client-centric atmosphere and as a Client Service Associate (CSA), you can make an immediate, positive impact on our client experience. · ...

Wealth Management Associate to provide technical and client service support to our Financial Advisors. · This early-career role is ideal for someone eager to learn the wealth management industry and build strong foundational planning, investment, and service skills.Implement chan ...

As a Audit Senior Accountant you will be assisting with preparing and monitoring budgets. · Execute the day-to-day activities of audit and review engagements of various clientsIdentify and communicate accounting and auditing matters to senior associates partners and clientsPrepar ...

+Job summary · A Service Advisor is needed to assist customers with their vehicle service needs. · +ResponsibilitiesGreet customers and listen to their needs and concerns. · Provide customers with estimates for services needed. · ...

+Job summary: · Paidlocity is an award-winning provider of cloud-based HR and payroll software solutions. · +Provide technical support · Use functional knowledge to resolve inquiries · Collaborate with other Client Support Advisors · ...

+The Territory Development Representative is responsible for the sales performance of his or her assigned customer base. · +Achieve annual budget targets while developing a forward-looking, high-potential customer portfolio with an emphasis on OEM and cable assembly targets · Pro ...