Financial Services Relationship Manager

Accounting SupervisorAbout the Role:Leadership and Guidance: Oversee a team of accounting professionals to ensure accurate financial reporting and compliance.Transaction Management: Verify, allocate, and post business transactions to subsidiary accounts and the general ledger with precision.Financial Closings: Assist with month-end and year-end closings,...

Are you a financial professional who enjoys building new and expanding current client relationships? As a ClientDevelopment Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.The...

Job OverviewWe are seeking a highly skilled Financial Analyst to join our team at PHP Management Services LLC. This role involves maintaining accurate financial records, preparing reports, and ensuring the financial health of the organization.The ideal candidate will have a solid understanding of general financial and cost accounting principles, as well as...

About the RoleWe are seeking a skilled Financial Services Development Professional to join our team at Simplicity Group Holdings. This is an exciting opportunity for a self-motivated individual to develop and maintain relationships with insurance and investment professionals, ultimately helping consumers achieve their financial goals.Key ResponsibilitiesAs a...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The...

About the RoleAt Creative Financial Staffing, we are seeking an experienced Financial Operations Specialist to join our team in Clearwater, FL. This role will be responsible for managing the accounts receivable process, ensuring accuracy and timely collections.Key ResponsibilitiesProcess customer invoices and ensure accuracy in accordance with company...

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

As a key member of the Simplicity Group team, you will be responsible for driving business growth by acquiring new advisors, maintaining existing relationships, and guiding them towards increased production using our market-leading tools and consultative sales process.">About the RoleThis role is an excellent opportunity to join a fast-growing company that...

Clearwater, Florida Financial Leadership OpportunityThis is a dynamic position at a successful company with over three decades of experience.The ideal candidate will have a strong background in public accounting and ERP management.The company is committed to growth through acquisitions and offers a collaborative environment for employees.We foster a culture...

Role DescriptionWe are seeking a highly skilled Financial Services Advisor to join our team. As an advisor, you will be responsible for recruiting agents/advisors, providing product support, and promoting our marketing programs.You will work closely with our service department to deliver exceptional results and ensure that our clients receive the best...

We are seeking an experienced Customer Service Representative to join our team at Snelling Staffing Services, LLC. As an Inside Sales Representative, you will be responsible for delivering top-notch customer service by addressing customer inquiries, resolving issues, and maintaining positive relationships.Key Responsibilities:Handle inbound calls from...

Job DescriptionWe are seeking an experienced Part-Time Bookkeeper Accountant to join our team at Premier Outdoor Living and Design. This role involves managing financial records, analyzing data, and developing strategies to improve financial efficiency.Salary: $32-$45 per hour (estimated 15-20 hours/week)Key ResponsibilitiesManage financial records,...

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

Job Summary:We are seeking a highly skilled Chief Financial Officer to lead our Treasury Management team at PODS Enterprises, LLC. The ideal candidate will have extensive experience in treasury operations and management.About the Role:As a Sr. Treasury Manager, you will be responsible for overseeing global cash forecasting processes, ensuring efficient...

About the RoleIn this critical position, you will play a vital role in maintaining the financial health of our organization by processing cash payments, posting payer remittances, and performing routine account receivables follow-up work.You will work closely with our Billing Supervisor to respond to issues and concerns of the management team, ensuring that...

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

Accounting Supervisor OpportunityWe are seeking a highly skilled and experienced Accounting Supervisor to join our team at Creative Financial Staffing. Located in Clearwater, FL, this role offers a unique blend of challenge and opportunity for growth.About the Role:The successful candidate will be responsible for managing day-to-day accounting operations,...