Client Advisory jobs in Houston

ESP Enterprises Inc.

A professional services firm in Houston is seeking an Accounting Manager for Client Advisory Services. This full-time role involves managing client accounting services, ensuring high-quality deliverables, and building strong client relationships. The ideal candidate will have a Bachelor's or Master'

Vice President, Client Insights and Advisory (Financial Services) About the Company Premier insights & advisory organization Industry Market Research Type Privately Held About the Role The Company is in search of a Vice President for Client Insights and Advisory within the financial services sector.

Vice President, Client Insights and Advisory (Financial Services) About the Company Premier insights & advisory organization Industry Market Research Type Privately Held About the Role The Company is in search of a Vice President for Client Insights and Advisory within the financial services sector.

<p> <p><b>Vice President, Client Insights and Advisory (Financial Services)</b></p> <br> <p><b>About the Company</b></p> <p>Premier insights & advisory organization</p> <p><b>Industry</b><br>Market Re

Bank of America

Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Respo

Sr. Client Manager Job Description Summary Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout

Bessemer Trust

Duties At Bessemer, the Executive Assistant will provide seamless administrative support to the Client Advisory (CA) Team which consists of an Associate Client Advisor (ACA), Client Advisor (CA), and Senior Client Advisor (SCA). The specific duties include: Point person with respect to client cash t

*Job Description Summary** Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and ab

A national premier consulting firm is seeking a Management Consultant to work within the Research and Development team. The role focuses on identifying tax incentives that can significantly impact American businesses. Responsibilities include analyzing client benefits, conducting interviews, and col

Client Manager, Employee Benefits The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income P

ESP ENTERPRISES INC.

About the Role How We Work Our organization is a growing and well-established professional services firm focused on delivering high-quality financial and advisory solutions. We pride ourselves on a collaborative, team-oriented environment that promotes open communication, innovation, and entrepreneu

A financial services firm in Houston is hiring a certified public accountant to oversee financial planning and maintain the company's financial integrity. You'll be responsible for managing budgets, preparing tax strategies, and ensuring compliance with regulations. Candidates should possess a CPA c

A global consulting firm in Houston seeks a graduate for an Advisory role with responsibilities in data analysis, client engagement, and project collaboration. Ideal candidates will have an undergraduate degree in Commerce, Business Administration, Engineering, or Economics and should possess strong

A leading global wealth manager in Houston seeks a professional to develop tailored asset allocation strategies and manage client relationships. Candidates should have over 5 years of experience in client reporting and trading, along with a strong finance or economics background. Proficiency in the

A leading professional services firm in Houston seeks a qualified professional to serve as a trusted advisor to clients. Responsibilities include managing client relationships, delivering engagements, and leading staff to ensure high-quality standards. Ideal candidates will possess a Master's degree

A top professional services firm in Pasadena, CA is seeking a Tax Senior to manage tax engagements, provide advisory services, and mentor team members. Candidates should have a degree in Accounting or Finance, and an active CPA license or eligibility. This role offers flexible PTO, paid parental lea

A leading professional services firm in Pasadena, CA, is looking for a Tax Senior to join its Real Estate practice. The role involves preparing and reviewing various engagements, giving tax advisory services, and mentoring team members. Ideal candidates have a bachelor's degree in Accounting or Fina

At Bessemer, the Executive Assistant will provide seamless administrative support to the Client Advisory (CA) Team which consists of an Associate Client Advisor (ACA), Client Advisor (CA), and Senior Client Advisor (SCA). The specific duties include: Point person with respect to client cash transact

A leading financial services firm in Houston is seeking a Private Client Banker to manage the banking relationships of affluent clients. This role involves building lasting relationships, providing tailored financial advice, and working closely with specialists. The ideal candidate will have a relat

A leading advisory firm is seeking a Senior Manager to join their CFO Accounting Advisory practice in Houston, Texas. This role requires a minimum of eight years of experience in a large accounting firm and a CPA license. The Senior Manager will lead engagement teams, ensure client satisfaction, and