- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the ... teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists,… more
- Bank of America (Pennington, NJ)
- …Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and ... Investment Advisory Specialist II Pennington, New Jersey... Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with other Investment… more
- Cushman & Wakefield (Dallas, TX)
- **Job Title** Proposal Specialist , Valuation & Advisory **Job Description Summary** The Proposal Specialist plays a critical role in the production and ... execution of business development materials within Cushman & Wakefield's Valuation & Advisory (V&A) service line, with a primary focus on the Infrastructure Practice… more
- Charles Schwab (Indianapolis, IN)
- …& Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound phone team, you will be able to ... you provide technical assistance and place solicited trades. You'll strengthen client relationships as you provide resolutions on questions regarding portfolio… more
- Scotiabank (OR)
- Technical Specialist Advisory **Requisition ID:** 231490 Thanks for your interest in ScotiaTech, Scotiabank's new and innovative Technology hub in Bogota. Join a ... and corporate devices using Microsoft Intune and Entra ID. In particular, the specialist is expected to have deep expertise in Microsoft Intune for comprehensive… more
- Guidehouse (New York, NY)
- …Access, etc.) and leverage analytic techniques to use data to guide client and team decision-making. + Must have advanced data collection, research, information ... written and oral communication skills and ability to produce client ready deliverables including PowerPoint presentations. + Must be...+ Must be willing and able to travel to client sites across the US, up to 20% of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …processing cases, dealing with complex queries, and investigating and resolving client problems. + Design, implement, and facilitate training programs for new ... deal with all allocated customers. + Understand and operate effectively all client management systems. + Express ideas, request actions, formulate plans, & policies… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …include processing cases, dealing with complex queries, and investigating and resolving client problems. + Collect, analyze, and interpret workforce data to identify ... deal with all allocated customers. + Understand and operate effectively all client management systems. + Express ideas, request actions, formulate plans, & policies… more
- Norstella (Montpelier, VT)
- …Key responsibilities include: + Supporting commercial function colleagues as a " specialist /subject matter expert" to facilitate client discussions and ... Sr. Director/VP/Clinical Delivery Lead, Advisory Services Company: Citeline Location: Remote, United States...capabilities across Norstella. We work with a range of client organizations globally - including major global pharma, startup… more
- WSP USA (New York, NY)
- …post education experience in discipline, and in a management consulting or client advisory capacity. + Demonstrable track record of successfully delivering ... in the future success of our **Transaction & Commercial Advisory team** and the wider advisory team....lead the conversion into projects. + Representing WSP at client meetings - the candidate needs to demonstrate a… more
- T. Rowe Price (Owings Mills, MD)
- …Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful difference in the lives and peace of ... of our significant growth in recent years. Expanding our Advisory business is a strategic priority for our retail...value within the plan. + Serves as an enrollment specialist to assist qualified clients in their transition from… more
- Capital One (Richmond, VA)
- Principal Risk Advisor, Consumer Advisory | Retail Bank Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial ... implement innovative solutions? As a member of the Consumer Advisory risk team within the Retail Bank Risk Office,...Provide advice and guidance on risks and controls + Client Management - Develop and leverage relationships with our… more
- Deloitte (Cleveland, OH)
- …our world! What you'll do As a Senior Manager on our Global Trade Advisory team, you will participate in engagements requiring regulatory analysis for a variety of ... multinational companies, understand national and international trade requirements, and align client trade functions with their business objectives. You will also… more
- Insight Global (Lake Mary, FL)
- Job Description A client of insight global is seeking a Vice President to help opne and run a personal tax advisory practice in Fort Myers or Orlando. Vice ... President is a personal tax specialist and advisor and is responsible for top level...advisor and is responsible for top level management of client relationships and tax engagements for high net worth… more
- TD Bank (New York, NY)
- …and keeping senior coverage officers informed as required) + Liaises and maintains client relationships + Acts as an experienced specialist for an assigned ... optimization + The Vice President will initially partner with senior Ratings Advisory team members progressing to producing independent rating opinions and leading… more
- CBRE (Los Angeles, CA)
- Client Services Specialist Job ID 253021 Posted 17-Dec-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... including a candidate's education, training, and experience. The minimum salary for the Client Services Specialist position is $36.06 per hour and the maximum… more
- CBRE (Irvine, CA)
- Client Services Specialist Job ID 253335 Posted 19-Dec-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... Irvine - California - United States of America About the Role: As a CBRE Client Services Specialist , you will provide administrative support to an office or… more
- DESC (Seattle, WA)
- Client Engagement Specialist - DBHC Seattle, WA (http://maps.google.com/maps?q=517+3rd+Ave+Seattle+WA+USA+98104) *DEAC Apply Job Type Full-time Description ... to homelessness. **JOB DEFINITION:** We are looking for a Client Engagement Specialist (CES) who will work...related to safety issues upon request. + Attending consumer advisory board (CAB) meetings with the purpose of eliciting… more
- Raymond James Financial, Inc. (New York, NY)
- …effective two-way flow of information and resolution of issues. Manage strategic client and customer relationships, typically by deploying large account teams to ... best practices through continuing professional development, attending conferences, and reading specialist media. Skills: + Uses expertise to act as organizational… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and explore how this role could be the perfect next step in your career. Client Service Specialist About the Role We're seeking an experienced Client ... boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and… more