Club Capital LLC is seeking a Client Advisor to deliver exceptional customer experiences for small business clients. You will manage a portfolio, review monthly financials, and offer CFO advisory services, acting as a trusted partner to help clients grow.
You will coordinate monthly accounting, produce financial reporting, and collaborate with Tax and Client Experience teams to support complex client needs. Fully remote, nationwide coverage.
#J-18808-LjbffrRemote Client Advisor & CFO Advisory Leader in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.