- Summitry (San Mateo, CA)
- Job Description Client Service Specialist Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees, and more ... is part of a broader mission to elevate independent advisory firms across the country. Join an innovative and...Work environment: Hybrid - WFH 50%/month Job Summary The Client Service Specialist is client -facing… more
- Meaden & Moore (Cleveland, OH)
- Tax Vice President - Personal Tax Advisory Group Department: Tax Employment Type: Full Time Location: Cleveland, OH Description Firm: Meaden & Moore is a leading CPA ... seeking a Tax Vice President for our Personal Tax Advisory Group in one of our Northeast, Ohio offices:...Wooster. The Tax Vice President is a personal tax specialist and advisor and is responsible for top level… more
- Corient Private Wealth LLC (Chicago, IL)
- …growth, we would like to meet you. Responsibilities Provide support to the advisory teams by administering client data gathering, paperwork preparation and ... monitoring, and ongoing administrative support Execute client funds transfers via custodian systems Maintain CRM (...account transfers with timely communication regarding status updates to advisory team Main point of contact with custodian and… more
- NFP (San Rafael, CA)
- Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving ... the firm believes in connecting all aspects of a client 's financial life to deliver thoughtful, collaborative strategies that...that focus on what is most important to each client . Wealthspire Advisors acts as a wealth manager, investment… more
- MRA Recruiting Services (Minneapolis, MN)
- Job Title: Client Service Specialist Company: Laurel Wealth Planning Location: Edina, MN - Hybrid About our Firm Laurel Wealth Planning (LWP) has served clients ... a career track with clear skill-building opportunities and support. Client Service Specialist (CSS) Role The ...valued and comfortable. The CSS collaborates closely with the advisory team to address client needs and… more
- Chatham Financial (Kennett Square, PA)
- …create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented ... value Chatham delivers every day. The Opportunity: Chatham's Real Estate Hedging Advisory team is experiencing continued growth in interest rate and foreign currency… more
- Guidehouse (Arlington, VA)
- …related work experience of related work experience, with a particular focus on client advisory or strategic planning within a professional services environment. ... Department of Defense (DoD) customers across the globe. The Advanced Manufacturing Technical Specialist position is for an Associate Director that will join other … more
- Fisher Associates, PE, LS, LA, DPC (Syracuse, NY)
- …Be a Key Part of a Collaborative Team Are you an experienced Billing Specialist who thrives in a fast-paced, team-oriented environment? Join our growing team and ... invoicing and financial reporting that supports project success and client satisfaction. If you're detail-driven, organized, and passionate about contributing… more
- AECOM (Bloomfield, NJ)
- …is seeking a creative, highly talented Senior Environmental Planner/Permitting Specialist for environmental review projects within the Transportation Business Line. ... (3 days/week in the office, 2 days remote/week). Our Senior Environmental Planner/Permitting Specialist is a newly created role to handle our growing business of… more
- Cushman & Wakefield (Bellevue, WA)
- Job Title Brokerage Specialist Job Description Summary Join a dynamic, high-performing Capital Markets/Agency/Tenant Rep leasing team focused on buyer ... dispositions across the Puget Sound region. The team specializes in strategic advisory for family offices, private investors, and developers navigating complex land… more
- KPMG (Atlanta, GA)
- …new areas of inspiration and expand your capabilities, then consider a career in Advisory . KPMG is currently seeking a Senior Specialist , Business Analyst to ... KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing… more
- Guardian Life Insurance Company (Bethlehem, PA)
- …industry experience Securities license preferred (Series 7 or 6) Knowledge of retail client onboarding/new account process, and advisory products Possess a high ... The Operations Specialist will serve as the expert on all...understand our policies and procedures around all aspects of advisory operations and be able to effectively communicate those… more
- US Tech Solutions (Austin, TX)
- …of employee relations issues, including advising HR and managers on client 's policies, practices, how to address workplace issues, organizational development, ... Conduct thorough and timely investigations into allegations of violations of client HR policies. Partner with People Partners/Consultants and other Investigations… more
- Bank of America (San Francisco, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... personal relationship with their advisory team committed to their needs. We believe trust...management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where… more
- A La CARTE Solutions (Arlington, VA)
- …a great team to work along side? Join ALC, a fast-growing, fully remote CFO Advisory , Outsourced Accounting, and HR Services firm. We are on a mission to 'WOW ... Team Up Be Curious Choose Joy As a Payroll Specialist at ALC, you will be responsible for executing...compliant payroll processing while delivering a high level of client service. This role requires strong attention to detail,… more
- Bank of America (Newark, NJ)
- …Knowledge of banking operations Skills: Active Listening Attention to Detail Client Solutions Advisory Oral Communications Account Management Adaptability ... problem solving competencies, sound judgement and decision making, and providing exceptional client service and empathy while meeting both the bank's and client… more
- Topaz HR Advisory (Orange, NJ)
- Job Title: Payroll Specialist Location: West Orange, NJ (On-site) Salary: $60,000 - $65,000 (based on experience) Employment Type: Full-Time Job Summary: We are ... looking for an experienced and detail-driven Payroll Specialist to process and manage payroll for multiple clients...the ability to manage competing deadlines while delivering exceptional client service. This role requires a high level of… more
- Catalyst Labs (Sunnyvale, CA)
- …by Role: Strong experience in Transfer Pricing from public accounting firms, specialist TP consultancies, law firms, or in-house MNC tax departments. Prior tenure ... at a Big 4 or globally recognized advisory firm is preferred. Hands-on experience in transfer pricing documentation, functional analysis, benchmarking studies, and… more
- AECOM (Oakland, CA)
- …as a project manager, deputy project manager, task manager, or technical specialist . Technical responsibilities of this position would include providing guidance and ... Work will include collaboration with senior project managers and task leaders; client staff; and representatives from cities, counties, and local, regional, state,… more
- Goldman Sachs, Inc. (New York, NY)
- …primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, ... advisors, and individuals. Alternatives Capital Formation (ACF) is part of the Client Solutions Group (CSG) within Asset Management. ACF manages capital raising and… more
