Specialist Advisor Job Description

Specialist Advisor Job Description

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Specialist advisor provides technical and project leadership, ensuring best practices and contributing to the development of new or revised tools, methodologies, and procedures.

Specialist Advisor Duties & Responsibilities

To write an effective specialist advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included specialist advisor job description templates that you can modify and use.

Sample responsibilities for this position include:

Possess a thorough knowledge of all systems as they relate to customer service (POS and fashion intranet)
Weekly CDM reviews of accounts customer experience Issues & Opportunities (usually via a weekly team meeting)
Receives critical service and project escalations, ensures appropriate leadership and restoration team are engaged and further escalates to Regional Service Lead
Ensure Operational Excellence Metrics are accurate and targets met
Review monthly forecast for accuracy based on GIS Resource Units
Communicate with both SMEs and members of the development staff
Manages the aligning and integrating of common processes and procedures to ensure common procedures for delivery in the organization
Supporting tough people decisions to ensure people performance is aligned with the organization’s imperatives and needs
Participate in a variety of remediation topics, for instance in records retention, trade reporting
Ensure both buyer and seller have made proper payments ie

Specialist Advisor Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Specialist Advisor

List any licenses or certifications required by the position: CCNP, OSHA, OSCP, ISC2, GIAC, SANS, II, IAT

Education for Specialist Advisor

Typically a job would require a certain level of education.

Employers hiring for the specialist advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Education, Engineering, Information Systems, Business/Administration, Business, Supervision, Marketing, Communication, Computer Science, Communications

Skills for Specialist Advisor

Desired skills for specialist advisor include:

Service Department procedures and policies
Concepts and techniques in marketing disciplines
Project management and information analysis
Theories
Broad application of advanced principles
Applicable tools
Best practices
Methodologies
Industry standards and audit requirements
Network technologies

Desired experience for specialist advisor includes:

MTM specialisation is a plus
A third language is a plus
Develop and implement environmental analysis based on ISO 14064 and ISO 14067 standards LCA process for research and development projects
Able to translate business requests into capabilities
Represent and act as the voice of the team ensuring clear, concise and timely communication, both verbal and written
Lead in the synthesis and implementation of product strategy including development of all elements of the marketing mix

Specialist Advisor Examples

1

Specialist Advisor Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of specialist advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for specialist advisor
  • Become a subject matter expert in area affecting the advisors
  • Execute on recruiting strategies for the Market related to designated subsets of independent contractor advisor recruits
  • Conduct industry and firm research to understand competitors’ business activities and government rulings that can impact business models
  • Create and oversee process in Market for reviewing, evaluating and ultimately recommending contracts for designated subset of independent contractor advisor candidates for approval
  • Track and report various data and measures for projects
  • Manage day-to-day operations for client's storage infrastructure
  • Work with team members to plan for upgrades and regular upkeep
  • Work on handling issues
  • Mentor the team about the environment and technologies
  • Identify the required upgrades and help leadership and client to be aware and execute them
Qualifications for specialist advisor
  • Understanding how to utilize JavaScript templates (Angular, Handlebars)
  • Experience developing strategy documents
  • 10+ years of experience in the healthcare technology space
  • An in depth knowledge of the FCA’s regulatory framework, with a good understanding of risk management principles
  • Experience in a sales position with a focus on formal men shoes
  • Knowledge of the investigation, evaluation, interpretation, and classification of business data
2

Specialist Advisor Job Description

Job Description Example
Our company is searching for experienced candidates for the position of specialist advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for specialist advisor
  • Identify energy efficiency opportunities, calculate energy savings, and influence utility customers to save energy and utilize available incentives to improve their Return on Investment (ROI)
  • Work closely with existing Energy Advisors to broadly implement and market energy efficiency, and generate energy savings for the program
  • Ability to work on a range of projects from identifying energy efficiency projects, screening of applications, maintaining public sector relationships, executing programs, delivering presentations, participating in promotional events
  • Perform sector market analysis and provide input in developing/modifying program strategies to meet changing market needs
  • Work closely with building owners, commercial developers, contractors, suppliers, architects, and engineers to encourage energy efficiency practices in new/renovated and existing facilities, buildings and systems
  • Perform energy efficiency assessments, including performing both pre/post installation inspections of projects
  • Providing a first-class service to our most highly valued and profitable UK corporate clients
  • Delivering end-to-end services for Cash Management, Trade & Working Capital and Payment channels
  • Offering the high-speed resolution of queries, by engaging various internal and outsourced areas
  • Undertaking customer registration procedures, and ensuring that client information is kept up-to-date and accurate
Qualifications for specialist advisor
  • Trade life cycle knowledge preferred (trade capture to books and records), inclusive of funding segregation calculations
  • Collierville, TN
  • Demonstrated knowledge of the securities industry and regulatory environment
  • Advanced customer service skills with demonstrated experience, ability to negotiate through conflict over the phone effectively
  • Demonstrated experience in providing effective guidance and leadership to the advisors and team members
  • Australian Citizen with minimum NV1 clearance
3

Specialist Advisor Job Description

Job Description Example
Our company is growing rapidly and is looking for a specialist advisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for specialist advisor
  • Work with the portfolio managers and research analysts to develop and implement investment strategies that are able to be communicated to investment professionals within the intermediary channel
  • Perform portfolio analytics on characteristics, performance and benchmarks, and develop client and prospect presentation material necessary to effectively communicate our philosophy, process, and performance
  • Support senior regional and regional directors as needed with cross-selling and servicing
  • Work within a consultative nature with the national accounts team to develop engagement strategy with analyst for each platform
  • Manage the client/prospect investment due diligence meeting needs from the point of intake to final close-out of the last follow-up item, including conducting due diligence calls, on-site meetings and select offsite meetings
  • Establish and maintain key touchpoints including but not limited to home office investment gatekeepers, research analysts, product managers, marketing, compliance, legal and operational contacts
  • Represent William Blair at industry conferences and events
  • Effectively conducts group presentations on FAS-approved content at advisory firms’ conferences, regional meetings, and educational events
  • Works with internal partners to enhance current presentations and develop new content
  • Reports event feedback to client contact and FAS Key Accounts sales team to ensure appropriate follow-up, identify future education opportunities, and deepen the client relationship
Qualifications for specialist advisor
  • Broad Storage and/or Data Protection Competencies
  • Excellent written, oral and listening capability
  • Experience with backup products such as EMC Networker, Avamar, DataDomain, Veritas Netbackup, IBM TSM, Tape libraries, VTL and
  • Currently reside in Singapore
  • Product management experience, strategic marketing or product development
  • Exceptional written and verbal communication skills with ability to build rapport with all levels of the organization internal and external stakeholders
4

Specialist Advisor Job Description

Job Description Example
Our company is growing rapidly and is looking for a specialist advisor. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for specialist advisor
  • Coordinates travel arrangements in a fiscally responsible and flexible manner
  • Participates in corporate initiatives and special projects as appropriate and performs other duties as assigned
  • Knowledge in storage, such as EMC VNX, VMAX, VPLEX (Advantage)
  • Knowledge in scripting/programming with of Python, Perl, Ruby, Shell, Java, - Advantage
  • Provide proactive recommendations to the customer for improving storage operations and/or effective use of DELL_EMC storage solutions to help maximize their satisfaction with DELL_DELL_EMC
  • Responsible for performing daily operational tasks like storage provisioning and maintaining availability at the customer site(s)
  • Performs necessary storage infrastructure maintenance in accordance with DELL_EMC and customer's change management policies
  • Support, configure, and develop the SharePoint environments
  • Maintain and administer SharePoint services, including search, content hub, user profile and excel services
  • Manage SharePoint end user accounts, permissions and access rights in accordance with best-practice regarding privacy and security
Qualifications for specialist advisor
  • Typically Requires a Bachelor's degree in Information Technology or equivalent, and ten to twelve years of related work experience
  • Possess excellent written and oral communication skills, excellent organizational skills, strong interpersonal skills
  • Possess strong leadership, problem identification/resolution skills, flexibility, initiative, and the proven ability to work within a team efficiently and effectively
  • Possess excellent computer skills proficiency in MS PowerPoint, Excel and Word
  • Experience conducting statistical and trend analysis across large data sets
  • Experience with IT service request/catalog management, to include facilitating technical exchanges meetings to ensure stakeholders properly define and complete requirement within acceptable timeframes
5

Specialist Advisor Job Description

Job Description Example
Our company is searching for experienced candidates for the position of specialist advisor. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for specialist advisor
  • Provide Quality Assurance oversight of all field/plant PRD testing
  • Responsible for the implementation and continued integrity of PRD data management in the required data management systems
  • Coordinates all third party valve technicians to achieve PM compliance in their area of responsibility
  • Coordinates all third party valve technicians in response to leaks/failures in their area of responsibility
  • Communicates with project teams to coordinate commission testing of new assets prior to being placed in operation
  • Communicates with operations groups to ensure the testing schedule is well understood and accepted
  • Ensures all new assets and PMs for new assets are activated as a part of the MOC process
  • Business Unit
  • Leads technical assessments of failures for valves in their area of accountability
  • Coordinates with facilities engineering for sizing of replacement valves and troubleshooting of problem
Qualifications for specialist advisor
  • Experience with identifying, analyzing, and improving IT services, utilizing industry best practice
  • Must be U.S. citizen with current Top Secret security clearance and eligible for SCI access
  • Direct and current knowledge of the mission, structure, and key Information Technology programs of NGA and the US Intelligence Community
  • Experience with Remedy or comparable Information Technology Service Management (ITSM) ticketing system
  • Experience with business continuity procedures, their creation, and maintenance
  • Scripting experience in languages (bash, Python, Perl, ) - Must

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