- Charles Schwab (Orlando, FL)
- Position Type: Regular Your opportunity As a International Client Service Specialist , you will service international (non-US residents) and domestic ... and 63 licenses required 1-2 years of experience in Client Service , Financial Services and/or Brokerage Services...personal finance, US and foreign markets Ability to establish trust and rapport with clients over the phone Excellent… more
- Pride Health (Lee's Summit, MO)
- Job Description Pride Health is hiring a Outbound Customer Service Associate to support our client 's medical facility based in Lees Summit, MO 64063. This is a 6 ... working with a top-tier healthcare organization! Job Title: Outbound Customer Service Associate/ Medical Insurance Specialist /Medical Biller Location: Lees… more
- US Tech Solutions (Brooklyn, OH)
- …or global issues and work with appropriate technology partners to resolve. + Log Service Now tickets on system issues. + Process daily IBX and OBI reports. + ... General maintenance and system messaging. + Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust … more
- Wells Fargo (Winston Salem, NC)
- …seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring… more
- Regions Bank (Memphis, TN)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to ... May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned… more
- Capital One (Columbus, OH)
- Senior Manager, Customer Trust & Field Security Specialist - Capital One Software (Remote) About the Role: We are seeking an experienced and detail-oriented ... & Transparency: Scale and build upon existing programs like the Customer Trust Center, providing customers with self- service access to relevant security,… more
- Regions Bank (Baton Rouge, LA)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to ... + May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of… more
- US Tech Solutions (St. Louis, MO)
- **Job Description:** The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key ... in Wealth with specialized concierge for daily email requests and inbound client calls, processing trust account onboarding, money movement, account maintenance… more
- AON (FL)
- Aon is looking for a Client Service Specialist I ! As a Client Service Specialist you will contribute to the success of our industry-leading PEO ... the world. As an organization, we are united through trust as one inclusive team and we are passionate...documents and policies. 2569370 Aon is looking for a Client Service Specialist I !… more
- WTW (Chicago, IL)
- **Description** The Client Onboarding Specialist will be responsible for delivering an exceptional client experience at the outset of a new prospect or ... in WTW systems to complete the onboarding process. The Client Onboarding Specialist will liaise with the...+ Manage the transition of work to the ongoing service team + Serve as a process expert and… more
- First Horizon Bank (Germantown, TN)
- … Specialist and a Loan Operations Specialist . The Mortgage Warehouse Client Specialist provides customer service support and loan operations support ... high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship… more
- H&R Block (Warrington, PA)
- …where you live, work, and play, our door is always open. A Typical Day As a Client Care Specialist at H&R Block, you are the welcoming face and trusted guide for ... of tax related experience + 1-2 years of customer service experience, preferably in a client -facing role...and empathetic manner. + Strong interpersonal skills with a client -first mindset and the ability to build trust… more
- TD Bank (Greenville, SC)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures +… more
- DESC (Seattle, WA)
- Client Engagement Specialist - Downtown Behavioral Health Clinic Seattle, WA (http://maps.google.com/maps?q=517+3rd+Ave+Seattle+WA+USA+98104) *DEAC Apply Job ... by SEIU Healthcare 1199NW. **About DESC:** DESC (Downtown Emergency Service Center) is a nonprofit organization working to help...to homelessness. **JOB DEFINITION:** We are looking for a Client Engagement Specialist (CES) who will work… more
- DESC (Seattle, WA)
- Client Engagement Specialist - Night Shift, STAR Center Seattle, WA (http://maps.google.com/maps?q=619+3rd+Ave+Seattle+WA+USA+98104) *STAR Center Apply Job Type ... by SEIU Healthcare 1199NW. **About DESC:** DESC (Downtown Emergency Service Center) is a nonprofit organization working to help...to homelessness. **JOB DEFINITION:** We are looking for a Client Engagement Specialist (CES) who will work… more
- Charles Schwab (Richmond, VA)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... career, this may be the opportunity for you. **What you have** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion… more
- First Horizon Bank (Morristown, TN)
- …On site at location listed in job posting. **Summary** : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a ... full service platform. Assists in achievement of sales revenue by...building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance … more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service ... operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and ... client accounts while ensuring exceptional service delivery....Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts. Recordkeeping:… more
- Intercontinental Exchange (ICE) (Jacksonville, FL)
- Overview **Job Purpose** The ** Client Support Specialist ( Client Server) II** acts as a subject-matter and product-area specialist to provide technical ... utilizing ICE Mortgage Technology products, services, platform technologies, and workflows. The Client Support Specialist ( Client Server) II endeavors to… more
