Claire Myers Consulting jobs
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LEAD ADVISOR
Serve as the point of contact for established clients of the firm. Manage formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client. Meet with clients...
| Company | Claire Myers Consulting |
|---|---|
| Address | Raleigh, NC |
| Category | Information Technology |
| Job type | Full-Time |
| Date Posted | 4 weeks ago See detail |
Lead Advisor
Claire Myers Consulting
Raleigh, NC
Serve as the point of contact for established clients of the firm. Manage formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client. Meet with clients...
4 weeks ago seen See more...
- View all Claire Myers Consulting jobs - jobs in Raleigh, NC
Investment Operations Associate
Claire Myers Consulting
Honolulu, HI
Prepare and process all paperwork needed for investment accounts. Maintain client case files, performance reports, account forms and other paperwork required. Collect all materials for quarterly and annual reviews. Collaborate wit...
4 weeks ago seen See more...
- View all Claire Myers Consulting jobs - jobs in Honolulu, HI
Senior Tax Accountant
Claire Myers Consulting
Sarasota, FL
Work closely with clients in planning and preparation of tax documents while providing personalized and quality service that is beyond comparison. Oversee and mentor staff accountants at the firm. CPA, CPA Candidate, or EA with 6...
a month ago seen See more...
- View all Claire Myers Consulting jobs - jobs in Sarasota, FL
Client Service Specialist
Claire Myers Consulting
Seattle, WA
Grace & Empathy. Generosity & Gratitude. Passion & Excellence. Integrity & Pride. Provides administrative support as needed, including greeting clients, managing client contacts and scheduling, booking travel, producing financial...
2 months ago seen See more...
- View all Claire Myers Consulting jobs - jobs in Seattle, WA
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