NewAccounts Payable Specialist III JobotAccounts Payable Specialist IIIIrvine, CA$60,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Legal Recruiting Specialist, Lateral Partner Recruiting Reed Smith USLegal Recruiting Specialist, Lateral Partner RecruitingLos Angeles, California$31.25–$36.05Full timeThis role will be part of a dynamic and collaborative team dedicated to providing support to our Lateral Partner Recruiting activities and will work closely with our Global Director of Legal Recruiting and Assistant Director of US Lateral Partner Recruiting. Accepts assignments and direction from senior team members, proactively seeks guidance when needed, and shadows experienced colleagues on tasks such as phone calls or meetings to build fluency in recruiting best practices.
NewLegal Billing Specialist (E-Billing) JobotLegal Billing Specialist (E-Billing)Irvine, CARemote$70,000–$85,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you thrive in a fast-paced environment, are well-versed in legal billing platforms, and excel in managing e-bill submissions and audits, this is an exciting opportunity to bring your skills to a dynamic and supportive team.
NewBAS/HVAC Controls Specialist JobotBAS/HVAC Controls SpecialistLos Angeles, CA$90,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Responsibilities include performing start-up, checking, testing, system diagnostics, and commissioning from system-level controllers to end devices for small to medium-sized new or retrofit projects.
NewBAS/BMS Controls Specialist JobotBAS/BMS Controls SpecialistLos Angeles, CA$80,000–$120,000 / yearWe are a national building automation and energy services provider with private financial backing that provides full-scope building smart building automation to help building owners and managers improve efficiency and reduce operational costs while improving comfort for tenants. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewWire Operations Specialist JobotWire Operations SpecialistSeal Beach, CA$25–$31 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Wire Operations Staff 1 processes incoming and outgoing domestic, international US dollar and foreign currency wire transfers.
NewReferrals Specialist - Healthcare JobotReferrals Specialist - HealthcareRiverside, CA$25–$34 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Join a compassionate team dedicated to supporting frail and elderly participants in a PACE program as a Referrals Specialist, where you'll coordinate critical care referrals with competitive hourly pay.
NewReferrals Specialist JobotReferrals SpecialistRiverside, CA$21–$32 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The specialist will be responsible for receiving, processing, scheduling, and following up on all medical referral requests, including in-house and outside referrals for diagnostic testing, medical specialists, or other providers.
NewQuality Systems Specialist JobotQuality Systems SpecialistLos Angeles, CA$70,000–$85,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a leading food manufacturing company with a long history of producing high-quality food products for close to 75 years.
NewClient Intake (Billing) Specialist JobotClient Intake (Billing) SpecialistLos Angeles, CARemote$30–$35 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewGrievance Resolution Specialist Kinetic Personnel GroupGrievance Resolution SpecialistOrange, CATemporaryGathers pertinent information regarding the grievances and appeals received, including, but not limited to, member or provider concerns, supporting information related to initial decision-making, new information supporting the grievance or appeal, or supplemental information required to evaluate grievances and appeals within regulatory requirements. The Grievance Resolution Specialist coordinates the Grievance and Appeal resolution process, responds to verbal and written Grievances and Appeals from members and/or providers relating to member eligibility and benefits, contract administration, claims processing, utilization management decisions, and pharmacy and vision decisions.
NewAccounts Payable Specialist Vaco LLCAccounts Payable SpecialistIrvine, CA$32–$34Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewQuality Improvement Specialist Vaco LLCQuality Improvement SpecialistLos Angeles, CA$33–$35Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
NewQuality Documentation Specialist Vaco LLCQuality Documentation SpecialistLos Angeles, CA$33–$35Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewDocumentation Specialist Vaco LLCDocumentation SpecialistLos Angeles, CA$30–$35Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewCollections Specialist Vaco LLCCollections SpecialistSanta Ana, CA$32–$34Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewSenior Accounts Payable Specialist Vaco LLCSenior Accounts Payable SpecialistLos Angeles, CA$28–$32Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco Los Angeles is working with a client who has a great opportunity for an Accounts Payable Specialist who will be responsible for payments and controlling expenses by receiving, processing, verifying, and reconciling invoices.
NewPayroll Specialist Vaco LLCPayroll SpecialistLos Angeles, CA$30–$36Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco Los Angeles is working with a client who is looking for a Payroll Specialist who will be responsible time keeping records of employees’ hours worked as well as any deductions or withholdings required to comply with state and federal laws in all of our markets.
NewAccounts Payable Specialist (3-4 Month Contract) Costa Mesa, Ca Vaco LLCAccounts Payable Specialist (3-4 Month Contract) Costa Mesa, Cacosta mesa, CA$30–$35Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewAccounts Payable Specialist (Manufacturing Industry) Vaco LLCAccounts Payable Specialist (Manufacturing Industry)costa mesa, CA$30–$35Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewAccounts Payable Specialist (Contract) Vaco LLCAccounts Payable Specialist (Contract)Los Angeles, CA$28–$32Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco Los Angeles is working with a client who has a great opportunity for an Accounts Payable Specialist who will be responsible for payments and controlling expenses by receiving, processing, verifying, and reconciling invoices.
NewAP/AR Specialist (Contract) Vaco LLCAP/AR Specialist (Contract)Los Angeles, CA$25–$28Ensure compliance with internal controls and food industry accounting practicesVaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewSenior Accounts Receivable Specialist Vaco LLCSenior Accounts Receivable SpecialistIrvine, CA$28–$32Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAccounts Receivable Specialist Vaco LLCAccounts Receivable SpecialistLos Angeles, CA$28–$31Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; With that said, as required by local law, Vaco by Highspring believes that the referenced salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewAccounts Receivable Specialist (Contract) Vaco LLCAccounts Receivable Specialist (Contract)Los Angeles, CA$30–$35Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewSr. Accounts Receivable & Collections Specialist Vaco LLCSr. Accounts Receivable & Collections SpecialistRancho Santa Margarita, CA$28–$32Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewIT support Specialist Vaco LLCIT support SpecialistLos Angeles, CA$25–$35Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewAccounts receivable Specialist Vaco LLCAccounts receivable SpecialistLos Angeles, CA$60,000–$75,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
NewHealthcare IT Training Specialist JobotHealthcare IT Training SpecialistLos Angeles, CA$89,000–$100,000 / yearThis role will oversee the IS PMO's most complex projects, which will likely involve a diverse set of components, including healthcare processes, clinical applications & interfaces, business / administrative applications & interfaces, enabling / supporting technology and infrastructure (e.g., hardware, devices, telecom, storage solutions). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAgency Insurance Specialist Auto Club Services LLCAgency Insurance SpecialistLos Angeles, CA$23.28–$31.01 / hourSee Auto Club Services LLC Privacy Policy at https://careers.ace.aaa.com/us/en/privacy-policy and Terms & Conditions at https://www.ace.aaa.com/legal/terms-of-use.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. Agency Insurance SpecialistAs an Insurance Specialist for our AAA Auto Club Enterprises Agency Insurance Group you are bringing your expertise to our premier fast-paced call center.
NewGrievance and Appeals Nurse Specialist (LVN or RN) Kinetic Personnel GroupGrievance and Appeals Nurse Specialist (LVN or RN)Orange, CA$43–$65 / hourTemporaryUtilize computer and appropriate software (e.g., Microsoft Office: Excel, Outlook, PowerPoint, Word) and job-specific applications/systems to produce correspondence, charts, spreadsheets and/or other information applicable to the position assignment. A permanent position does include excellent CalPERS pension, 401a (4% contribution) and excellent government benefits and Holiday/PTO schedule.
NewEntry-Level IT Support Specialist Kinetic Personnel GroupEntry-Level IT Support SpecialistLos Angeles, CATemporaryThis is a great opportunity for an entry-level IT professional looking to gain broad experience supporting users, infrastructure, and field technology while growing into a well-rounded IT support career. This is an excellent opportunity for someone looking to build a career in IT while gaining hands-on experience supporting both office staff and field employees.
NewLearning and Development Specialist Vaco LLCLearning and Development SpecialistLos Angeles, CA$24–$25Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
NewCredit and Collections Specialist Vaco LLCCredit and Collections SpecialistSanta Ana, CA$28–$29Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewGovernment Audit Recovery Specialist IconmaGovernment Audit Recovery SpecialistCosta Mesa, CA$27–$32 / hourResponsible for responding to correspondence from Government Agencies related to Recovery Audit Contractor (RAC), Medicare Administrative Contractor (MAC), Targeted Provider Education (TPE), Comprehensive Error Rate Testing (CERT), Office of Inspector General (OIG), Quality Improvement Organizations (QIO) and other Medicaid, Medi-Cal regulatory auditing body for pre and post payment audits. Experience working on government, Recovery Audit Contractor (RAC), Medicare Administrative Contractor (MAC), Targeted Provider Education (TPE), Comprehensive Error Rate Testing (CERT), Office of Inspector General (OIG), and other Medicaid, Medi-Cal and other regulatory audits.
Project Controls Specialist III Kaygen Inc.Project Controls Specialist IIIMonterey Park,, CA$55–$70 / hourContractorWe specialize in providing high-volume contingent staffing, direct hire staffing and project-based solutions to companies worldwide ranging from startups to Fortune 500 and Managed Service Providers (MSP) across a wide variety of industries. • Allocate and manage Estimates to Complete (ETCs) for projects, including but not limited to change order proposals, task order requests, online vendor portal requests, and PBAs to ensure continued .
Business Development Specialist (Sales) Kinetic Personnel GroupBusiness Development Specialist (Sales)Newport Beach, CA$55,000–$70,000 / yearKinetic Personnel Group [KPG] is looking for driven sales professionals who want to grow their careers, increase their earning potential, lead teams, and open new markets. What this role looks like: As a Client Relationship Manager, you will be responsible for driving business development and recruitment efforts across Orange County, California.
NewIncident Response Specialist ECLAROIncident Response SpecialistFountain Valley, CAThis role involves managing and responding to security incidents, performing detailed investigations into breaches, and developing strategies to prevent future infractions. The ideal consultant is a critical thinker with a deep understanding of cyber threats and vulnerabilities, and a strong knowledge of IT systems and security infrastructure.
NewHuman Resources Specialist Bibiyan Law GroupHuman Resources SpecialistLos Angeles, CAManage and maintain the Rippling Applicant Tracking System (ATS), ensuring candidate workflows, statuses, documentation, and reports are accurate and current; proactively recommend system enhancements to the HR Director for approval. Support employer branding and outreach by drafting job postings, managing listings across job boards, and contributing to campus recruitment, diversity hiring, and talent pipeline initiatives under the Director's direction.
NewInsurance Service Specialist Auto Club Of Southern CalifInsurance Service SpecialistArcadia, CA$20.92–$23.01 / hourSee Auto Club Of Southern Calif Privacy Policy at https://careers.ace.aaa.com/us/en/privacy-policy and Terms & Conditions at https://www.ace.aaa.com/legal/terms-of-use.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. Insurance Service SpecialistThe Auto Club is seeking a goal oriented, customer service professional to provide insurance service and clerical support to the Auto Club's insurance agents and members in our branch offices.
NewMiddle Market Underwriting Specialist Sentry InsuranceMiddle Market Underwriting SpecialistIrvine, CA$98,900–$148,300 / yearIn the state of California, at an Underwriting Specialist Senior level, based on qualifications and experience the range for annual compensation for this position is between $119,600 - $179,400. In this role, you will: Work closely with agency partners and internal sales partners to obtain information needed to properly underwrite, price, and program individual policies/accounts.
NewCompliance Specialist WSH Management, Inc.Compliance SpecialistIrvine, CA$38.46–$40.87 / hourConduct community audits, review internal screening determinations, complete and review AFHMPs, provide compliance guidance to site staff, and support agency audits, inspections, and corrective actions to maintain ongoing program compliance. • Audits Low Income Housing Tax Credit (LIHTC) and Housing and Urban Development (HUD) move-in and recertification files for all LIHTC and HUD-financed properties.
NewMarketing Specialist WSH Management, Inc.Marketing SpecialistIrvine, CA$33.65–$38.46 / hourThis position develops and executes marketing campaigns, manages digital content, supports leasing and occupancy goals, coordinates branding efforts, and assists with resident engagement programs. WSH Management has managed senior and multifamily properties since we began operations over 25 years ago and are very experienced in the management of both affordable and market rate apartment communities.
NewCustomer Support Specialist UlineCustomer Support SpecialistOntario, CA$27–$32 / hourUline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations. Learn: In-depth training helps you sharpen communication and problem-solving skills.
NewCustomer Support Specialist - Bilingual UlineCustomer Support Specialist - BilingualOntario, CA$28–$33 / hourUline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations. Learn: In-depth training helps you sharpen communication and problem-solving skills.
NewBilingual Customer Support Specialist - Overnights UlineBilingual Customer Support Specialist - OvernightsOntario, CA$30–$35 / hourUline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations. Learn: In-depth training helps you sharpen communication and problem-solving skills.
NewTax Specialist I-Audit Hinderliter de Llamas & AssociatesTax Specialist I-AuditBrea, CA$24–$28 / hourThe HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. Review California Department of Tax and Fee Administration (CDTFA) registration data under the guidance of senior team members to confirm that it accurately reflects where companies are operating and/or engaging in taxable sales activity.
NewOperations Specialist Air Treatment CorporationOperations SpecialistBrea, CA$60,000–$80,000 / yearOwn the end-to-end lifecycle of service work tickets in the field service management system (Fieldpoint): •Intake & setup: Receive new job information from the Service Managers and create the corresponding job/project ticket in Fieldpoint promptly and accurately. The Operations Specialist serves as the central coordinator for the Service Division, managing service work tickets from intake through invoicing and acting as the primary link between customers and the service team.
NewClient Engagement Specialist (Estate Planning & Probate) Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate)Corona, CA$65,000–$150,000 / yearWe are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.