- Sherwin-Williams (Wichita, KS)
- Job Description Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams ... products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure… more
- EisnerAmper LLP (New York, NY)
- …autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We ... dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong...the future. As one of the largest and fastest-growing service lines at our firm, we try to make… more
- Recruitify (Los Angeles, CA)
- …manage trust funding and allocation. Candidates with experience in law firms, trust companies, or private client service groups are strongly encouraged ... Oversee trust funding, asset allocation, and ensure compliance with trust documents. Client Collaboration: Work directly with attorneys, fiduciaries, and… more
- Bridges Trust Company (Omaha, NE)
- …new business and retain existing clients. Our ideal candidate will provide excellence in client service to a complex book of fiduciary clients and will have ... adding team members who align with our values of trust , service , excellence, and performance. As a...management and servicing of assigned complex accounts where Bridges Trust Company is named as fiduciary, balancing client… more
- Whittier Trust (Los Angeles, CA)
- …owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth ... portfolio management or foundation services. PERSONAL CHARACTERISTICS Strong people skills Client service focus Effective verbal and written communication skills… more
- Gallagher (Chicago, IL)
- …but not an exact match, we encourage you to apply. Overview We are seeking a Client Service Manager to join our growing team who can deliver exceptional customer ... empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk...Gallagher can provide. How you'll make an impact The Client Service Manager I is accountable for… more
- Enterprise Bank & Trust (Olathe, KS)
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... Qualifications: Strong math and problem solving skills Excellent interpersonal and customer service skills with the ability to cross sale products and services Must… more
- Jordan Park Group (New York, NY)
- …to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Senior Analyst, Client Service New York, New York Your Role We are looking for a ... Senior Analyst on our Client Service team to support the growth...committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability,… more
- columbiabank (Olympia, WA)
- …for better. About the Role: As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank's ... this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,...Breakthrough Client Service Standards. With guidance from the… more
- PetMedic Hospitals (Jerome, ID)
- …manner, scheduling appointments, and recording messages Requires strong communication and client service skills. Considerable tact and diplomacy is required. ... Veterinary Services, we have built a business based on trust , reputation, compassion, and being truly passionate about serving...other meaningful ways, based on their individual goals. Our full- service animal hospitals offer a variety of care to… more
- Regions Financial Corporation (Nashville, TN)
- …procedures May create and organize PowerPoint presentations and Excel spreadsheets May attend client meetings with Trust Officers and perform special projects as ... the careers section of the system. Job Description: At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more
- Enterprise Bank & Trust (Santa Fe, NM)
- …of supporting our communities. Together, there's no stopping you! Job Title: Bilingual Client Service Officer (Remote Eligible: AZ, KS, MO, NM) Job Description: ... Enterprise Bank & Trust was founded in the spirit of entrepreneurship...customer calls and emails, addressing both deposit and loan service requests. Provides operational support to lobby staff with… more
- Bancroft Staffing Partners (New York, NY)
- …a strategic service line while mentoring junior staff and delivering exceptional service to an elite client base. You will manage complex compliance, provide ... income tax, estate/gift tax, and generation-skipping transfer tax Experience managing client relationships and reviewing trust and estate returns Strong… more
- Oppenheimer & Co. Inc. (New York, NY)
- …and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in ... Calendar management and coordination of meetings, including all logistics Database management Client interaction and service Perform special projects as assigned… more
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- …& Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Palm Beach, FL branch office. The RCSA's ... & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full- service broker-dealer. With roots tracing back to 1881, the Company is engaged… more
- Northern Trust (Chicago, IL)
- … service requests from clients and partners; executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate ... About Northern Trust : Northern Trust , a Fortune 500...service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions.… more
- First Option Bank (Overland Park, KS)
- …trust department clients, fostering strong, long-term relationships and delivering outstanding client service . - Conduct regular meetings with clients to ... needs. - Excellent interpersonal and communication skills, with a strong client service orientation. - Demonstrated leadership abilities, with experience… more
- Regions Financial Corporation (Orlando, FL)
- …accounts Ensures that account administration complies with fiduciary principles Coordinates client service activities with other wealth management partners ... Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include… more
- BNY Mellon (Los Angeles, CA)
- VICE PRESIDENT, OPS CLIENT SERVICE I At BNY, our culture...the role of VICE PRESIDENT, OPS CLIENT SERVICE I to join our CONVENTIONAL TRUST team. ... (PNFP) client accounts to include the following duties: monitors client inquiries, coordinates debt service bond payments, monitors portfolio's compliance… more
- Banfield Pet Hospital (Southfield, MI)
- …Hub app or search for Browse Jobs. SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the ... Trust *Action Oriented *Listening Functional *Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2 of 3 Last… more
