- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering ... with external field coverage, sales leadership, intermediary specialist teams and the home office relationship group. Primary functions will include efficiently… more
- Wells Fargo (Minneapolis, MN)
- …Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) - Special Needs Trusts Working at Wells Fargo | ... manner and be seen as a subject matter expert. The Special Needs Trust Advisory Specialist is responsible for growing the credibility and enhancing the… more
- Ankura (IL)
- …innovative approach, leveraging data, technology, and analytical thought to address complex client issues. We pride ourselves on a unique combination of technical ... perform all processing tasks through the entire e-discovery lifecycle to ensure client satisfaction and accurate deliverables that meet or exceed the requirements.… more
- Ankura (Washington, DC)
- …perform all processing tasks through the entire e-discovery lifecycle to ensure client satisfaction and accurate deliverables that meet or exceed the requirements. ... on time, within budget that meet or exceed the client requirements and expectations + Meet periodic objectives and...Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end solutions to… more
- Guidehouse (Philadelphia, PA)
- …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. + Excellent attention...+ Must be willing and able to travel to client sites across the US, up to 20% of… more
- Guidehouse (Philadelphia, PA)
- …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. + Excellent attention...+ Must be willing and able to travel to client sites across the US, up to 20% of… more
- Deloitte (Houston, TX)
- …ServiceNow risk and security services in the following areas based on the client 's immediate and long-term needs. By coupling our business and cyber risk process ... with our security domain leaders across Risk & Financial Advisory , Deloitte can provide a full spectrum of services;...programs ranging from keeping the lights on for the client 's environment (eg upgrades, access help desk) to full-service… more
- Arup (New York, NY)
- …shape a better world. Arup's Management Consulting service sits within our Advisory Services practice and is a multi-disciplinary team bringing together ... specialist skills in people, processes, and assets to create...seeking business development opportunities, building new and expanding existing client portfolio. . Manages and monitors project commercials ensuring… more
- Deloitte (Philadelphia, PA)
- …team that delivers transformative solutions to our clients. The Team: Deloitte Advisory 's Cyber and Strategic Risk team helps complex organizations more confidently ... of the associated business and cyber risks. Our professionals provide advisory and implementation services that integrate risk, regulatory, and technology skills… 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 ... practices through continuing professional development, attending conferences, and reading specialist media. Skills: Uses expertise to act as organizational authority… more
- ServiceNow, Inc. (Chicago, IL)
- …better for everyone. **What you get to do in this role: ** + The Specialist Solution Consultant is a technical & business consultant with the advanced ability to ... as the technical, industry and domain expert of a client -facing sales team that pursues customers and prospects across...get to do in this role: ** + The Specialist Solution Consultant is a technical & business consultant… more
- Raymond James Financial, Inc. (New York, NY)
- …aspects of internal communications with guidance from senior colleagues. Provide specialist advice on the interpretation and application of policies and procedures, ... practices through continuing professional development, attending conferences, and reading specialist media. Skills: Works independently and provides guidance and… more
- Commerce Bank (Wichita, KS)
- …of the compensation range for some roles. This compensation range is for the Private Client Advisor Specialist job and contemplates a wide range of factors that ... wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals. Commerce Trust… more
- Guidehouse (Mclean, VA)
- …functional & technical transformation, and regulatory response management to support our client in their modernization and / or regulatory remediation journeys. + ... clients. + Develop relationships with a variety of clients, + Anticipate and address client concerns and resolving problems as they arise. + Promote new ideas and… more
- CBRE (Saddle Brook, NJ)
- Client Services Specialist Job ID 218748 Posted 06-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... a candidate's education, training, and experience. The minimum salary for the Client Services Specialist position is $31.25 per hour and the maximum salary for… more
- CBRE (Irvine, CA)
- Client Services Specialist Job ID 216290 Posted 18-Apr-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... California - United States of America **About The Role:** As a CBRE Client Services Specialist , you will provide administrative support to an office or group of… more
- ServiceNow, Inc. (Boston, MA)
- …world work better for everyone. What you get to do in this role: The Specialist Solution Consultant is a technical & business consultant with the advanced ability to ... as the technical, industry and domain expert of a client -facing sales team that pursues customers and prospects across...to align our solution with customer needs + Develop client partner relationships + Guide strategic programs in top… more
- Optiv (Las Vegas, NV)
- …include a Client Solution Architect, Executive Advisory Director, and a Client Operations Specialist . For clarity, the CD will lead this team, although ... As a Client Director (CD) you'll focus on selling Optiv...impact** + Build trusted, effective and productive relationships with client executives at multiple levels within assigned accounts. +… more
- Charles Schwab (Westlake, TX)
- …The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies ... finance industry together. Investor Advice Solutions consists of Schwab Wealth Advisory , Centralized Service & Operations and Wealth Strategies Consulting Group.… more
- Bank of America (Cincinnati, OH)
- …program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license ... Wealth Management Specialist Cincinnati, Ohio **Job Description:** Merrill Wealth Management...+ Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis +… more