Client Advisor

SpiceOrb is seeking an Investment Strategy Advisor to join our team. If you believe you possess the necessary qualifications, we invite you to review the following job description.Position: Investment Strategy Advisor Work Location:Travel to client sites in Boston, MA, is required two to three times a month, with travel expenses covered by the client.In the...

JOB DESCRIPTIONAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent investment banking and full-service brokerage firm with a rich legacy in the financial services sector. We are currently in search of a Registered Client Service Associate (RCSA) to support our operations.Key Responsibilities:Manage daily inquiries from clients and financial...

Embark on a Rewarding CareerAre you looking to begin a fulfilling career that enables you to create a positive impact? If you are enthusiastic about the chance to engage in a collaborative role where you can enhance your understanding of the financial services sector, consider launching your career as a National Financial Consultant Advisor.Role OverviewAs a...

Job OverviewAs a Client Engagement Specialist at Glades Talent, you will play a crucial role in managing incoming inquiries and opportunities related to our services. Your responsibilities will include:Engaging with families, advisors, and individuals to discuss our offerings.Serving as the primary point of contact for inquiries, coordinating next steps, and...

Are you ready to embark on a rewarding career that enables you to create a positive impact? If you are enthusiastic about the chance to engage in a collaborative role where you can enhance your understanding of the financial services sector, consider launching your career as a National Financial Consultant Advisor.In this position, you will advocate for...

Position Type: Your opportunity Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $320 billion under management in mutual funds, ETFs and SMA's. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets...

At Richemont Americas, we aspire to reflect the ever-changing world around us. We are proud to employ talent from many different backgrounds, experiences, and identities to build a continually evolving, inclusive community where the diversity of our colleagues and clients is rich and celebrated. We believe when inclusion is fully embraced and empowered,...

OverviewThe Senior Legal Advisor position at TD Bank, N.A. is focused on delivering comprehensive legal guidance and support across various sectors of the organization. This role acts as a legal authority in designated areas and business divisions, providing expert counsel, drafting legal documents, and engaging in legal proceedings to safeguard the...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

Job OverviewCompany Overview3Play Media is a thriving technology firm transforming the way individuals engage with online content. Our top-tier services in live captioning, transcription, audio description, and translation cater to a diverse clientele, including over 10,000 institutions in higher education, enterprise, media, and government sectors. Founded...

Position Overview: State Street Global Advisors is in search of a skilled Business Systems Analyst (BSA) with a Master’s degree and at least 2 years of experience, or a Bachelor’s degree with a minimum of 5 years of relevant experience. This role is pivotal in driving our multi-year Next-Gen Reporting initiative within the Application Technology...

Position OverviewAt OneSpan, we are redefining trust to empower organizations to flourish by facilitating secure, compliant, and seamless digital agreements and transactions. We are a trusted partner for global enterprises, including a significant portion of the world's largest banking institutions, enhancing their customer experience while addressing...

The Alternatives Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this job manages large projects and processes to maintain relationships with both current and prospective clients and to ensure the organization's...

Marsh has an exciting new opening based in our Boston office for an Associate Client Executive in our Energy & Power Practice.What can you expect: Marsh's global team of energy specialists has deep knowledge of these complex factors, meaning we can design solutions that reduce volatility for investors, independent lender advisors, developers, owners,...

Job OverviewTransmit Security is at the forefront of providing businesses with innovative tools to establish secure and reliable digital identity experiences. Our clientele includes some of the largest financial institutions, insurance companies, and retail giants, collectively managing over $1.3 trillion in annual transactions. To learn more about our...

About the RoleBoston University Combined Enrollment Services seeks an Enrollment Service Advisor. Enrollment Service Advisors work as members of a team to provide direct customer service and counseling regarding Boston University's enrollment processes that is personal, professional, and confidential. This role uses comprehensive knowledge of the policies...

This Client Executive role is responsible for setting strategy for major regional accounts which are of substantial strategic and revenue generating importance. This position is typically focused on a small number of strategic accounts (large, multi-national companies) and is responsible for driving new business within these, carrying a sales quota aligned...

Req ID:#NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Cross Functional BPO Health Plan Arch. Strategic Advisor to join our team in Boston, Massachusetts (US-MA), United...

Job DescriptionHow You'll Make an ImpactAs a Client Associate 2 in Epsilon's Travel Vertical, you will play a crucial role in growing our current book of business by leveraging your expertise to identify, influence, present, and close deals with customers. Your efforts will be instrumental in meeting and exceeding quotas, leading to significant revenue...

Who we are seeking: State Street Global Advisors is in search of a Business Systems Analyst (BSA) with a Master's degree and a minimum of 2 years or a Bachelor's degree with at least 5 years of relevant experience to join our Application Technology Solutions team. This individual will be instrumental in driving our multi-year Next-Gen Reporting initiative....