Search the 24 jobs at Claire Myers Consulting

The Lead Financial Advisor will manage client relationships, drive new business development, provide tailored financial planning and investment advice, and collaborate with the team. This role requires an entrepreneurial mindset and a focus on client acquisition and growth.

The Staff Accountant will manage accounts receivable and payable, perform journal entries and reconciliations, assist with payroll, and ensure accurate financial reporting. This role requires meticulous attention to detail and the ability to work independently on various accounting tasks using ERP systems and QuickBooks Enterprise.

The Lead Advisor is responsible for driving growth by generating new business opportunities, cultivating client relationships, and designing tailored financial plans. This role involves collaboration with service advisors to manage client onboarding and achieve business targets.

The Client Engagement Advisor will focus primarily on generating new business while also maintaining relationships with existing clients. Responsibilities include identifying opportunities, providing personalized financial solutions, presenting financial products, and ensuring client satisfaction.

The Business Development Representative is responsible for identifying and qualifying leads, engaging in cold outreach, providing timely follow-ups, and keeping the CRM updated. This role focuses on building client relationships and setting the stage for potential sales conversions while working closely with senior team members.

The Relationship Manager is responsible for building and maintaining long-term client relationships, achieving sales goals, and growing the client base through creative outreach while utilizing Salesforce for tracking opportunities. This role requires a focus on client trust and resilience in a fast-paced environment.

The Relationship Manager will provide personalized financial planning and advisory services, engage with clients from the CRM, and develop long-term relationships. Responsibilities include monitoring client accounts, asking for referrals, providing education on financial strategies, and ensuring comprehensive financial plans are adjusted as needed.

The Investment Associate will support investment operations by processing transactions, onboarding clients, managing investment accounts, and coordinating with financial representatives. Responsibilities include handling cash distributions, preparing documentation, serving clients, and resolving issues, all while delivering exceptional service and maintaining organization.

The role involves providing administrative and organizational support to an executive, including managing calendars, scheduling meetings, planning events, handling personal errands, and overseeing expense reports. The ideal candidate should be flexible, tech-savvy, and capable of maintaining discretion and confidentiality.

The Investment Operations Specialist will support day-to-day investment operations, including account setup, maintenance, reconciliation, and client transactions. Responsibilities also include collaboration with team members, client onboarding, billing processes, and improving operational efficiencies.

The Finance Associate will support financial planning and investment operations, develop financial models, manage client data, and assist in resolving client issues while providing strategic support to the team.

The Finance Associate role involves supporting team operations by assisting with portfolio illustrations and insurance processes, preparing cases for advisors, and ensuring efficient client meetings. This position requires a collaborative and organized individual to work in a dynamic financial services environment.

As a Client Service Advisor, you will provide high-touch customer service, manage financial inquiries, and build long-term client relationships. Responsibilities include handling client meetings, developing client data within CRM systems, ensuring compliance, and supporting business development efforts. A strong focus on communication and organizational skills is essential for success.

The Sr. Lead Advisor will build and maintain client relationships, assess financial situations, develop financial plans, manage investment portfolios, and ensure compliance with regulations. The advisor will provide strategic advice, conduct risk assessments, and identify opportunities for business growth while staying informed about market trends and products.

The CEO will lead the West Business Development Center, focusing on rural economic development, small business growth, and innovative assistance. They will oversee strategic and operational initiatives, nurture partnerships, enhance funding strategies, and promote the organization’s visibility, while maintaining financial integrity and guiding a skilled team.

The Sales Professional will conduct proactive outreach to potential clients, manage follow-ups, and nurture relationships. The role involves collaborating with team members to meet sales goals and contributing to a positive office culture.

The Insurance Operations Associate facilitates client onboarding, manages documentation, assists in underwriting, and ensures timely payments while maintaining client communication. This role involves monitoring policy lifecycles and compliance with industry regulations, and requires strong organizational and problem-solving skills.

This role involves managing investment and risk processing operations, overseeing client onboarding, servicing accounts, and maintaining compliance with industry regulations. The candidate will work collaboratively within teams to enhance client experiences and respond to inquiries.

As a Service Advisor, you will support senior advisors, conduct client reviews, identify business development opportunities, collaborate with teams on planning and investment strategies, and learn advanced financial planning techniques.

The Relationship Manager will support senior advisors by taking notes during client meetings, identifying business development opportunities, and collaborating with various teams to enhance financial planning and advisory services. This role involves learning advanced financial strategies and building client relationships to ensure exceptional service delivery.