- 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
- HUB International (Acton, MA)
- …make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm ... for you.** We currently have an opportunity for an **Rewrite and Remarket Specialist ** to join our **Personal** **Lines** team **.** **Overview** : Responsible for… 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
- Charles Schwab (Orlando, FL)
- …role to work on site in the specified location._** Schwab Wealth Advisory is Schwab's premier, fee-based, and non-discretionary wealth management program, passionate ... circumstances and needs. As a _Concierge_ for Schwab Wealth Advisory , you will deliver premium operational service and support...open communication, strong market knowledge, and a passion for client service. If you want to work with a… 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
- BlackRock (Princeton, NJ)
- **About this role** **Role Description:** BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts ... and SpiderRock option overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and… 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
- Optiv (Houston, TX)
- …of this cross-functional team will include a Client Solution Architect, Executive Advisory Director, Client Operations Specialist , and one or more ... the employee to reside in Houston, TX_** As a Account Executive aka. Client Director (CD) you'll focus on selling Optiv security services and security technology… 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