- CACI International (Springfield, VA)
- Client Advisor SME Job Category: Finance and Accounting Time Type: Full time Minimum Clearance Required to Start: None Employee Type: Regular Percentage of ... Required: Up to 10% Type of Travel: Local * * * **The Opportunity:** As Client Advisor SME you will provide vital services in support of the TSA's mission… more
- Columbia Bank (Los Angeles, CA)
- …+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert . + Actively learns, demonstrates, and fosters the Columbia ... **About the Role:** Our Private Client Advisor will work with the...for driving business. + Ability to serve as a subject matter expert in Estate… more
- PNC (Walnut Creek, CA)
- …of necessary solutions. Ensures positive ongoing client experiences. + Serves as team subject matter expert . Coaches staff, Sales, and/or client when ... opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking...at ###@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your… more
- Huntington National Bank (Hagerstown, MD)
- …accounts with a heavy focus on revenue retention and will serve as a subject matter expert for value-added reseller (VAR)/Gateway support. Duties and ... Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and… more
- Charles Schwab (Westlake, TX)
- …support model for these firms that addresses. The Senior Manager will serve as a Subject Matter Expert and advocate for TAMPs both internally and externally ... with a focus on the three distinct experiences: TAMP, advisor and client . This role will involve...processes within Advisor Services. + As TAMP SME , become an expert in the needs,… more
- NTT DATA North America (Plano, TX)
- …forward-thinking organization, apply now. We are currently seeking a Offensive Security Solution Architect & Subject Matter Expert ( SME ) to join our team ... States (US). **Job Title: Offensive Security Solution Architect & Subject Matter Expert ( SME...offer remote or hybrid work options, these arrangements are subject to change based on client requirements.… more
- BMO Financial Group (WI)
- …action plans to assist customers to achieve their financial goals. + Investment product subject matter expert (15 product categories) + Mutual Funds + ... tools provided by the bank. Being the first point of client contact, the Financial Advisor 's core mandate is to provide investment recommendations based of … more
- Red Gate Group (Fort Belvoir, VA)
- …and employee wellbeing. The Red Gate Group is seeking a Chemical Security & Elimination Subject Matter Expert ( SME ) to support the Defense Threat ... Government. Our motto, "Making a Difference for Country and Client ," reflects our deep commitment to national security and...You will serve as a technical, analytical, and strategic advisor , including: Strategic & Technical Advisory + Develop and… more
- World Insurance Associates, LLC. (Dallas, TX)
- …requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert . + Strong written, oral, and ... and make recommendations in preparation for the strategy meeting with Client Advisor . + Creates complete carrier submission and submits + Obtains signed… more
- Aegon Asset Management (AZ)
- …merger or acquisition. + Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, ... consultative elements to relationships with the goal of enhancing client , advisor and TPA loyalty. + Serve...industry trends. + Advanced knowledge of retirement programs and subject matter expertise in plan management, including,… more