- BNY Mellon (New York, NY)
- …sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, ... is what #LifeAtBNY is all about. As a leading wealth manager, BNY Wealth Management is focused...throughout the firm and may serve as the ultimate escalation point for client satisfaction. Conduct service … more
- TD Bank Group (Manahawkin, NJ)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... to High risk potential (loss/reputational) Acts as the highest point of escalation /contact within the store for issues raised from customers, other internal groups… more
- Citigroup (San Antonio, TX)
- The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team ... and ensures client requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with business… more
- Bank of America (Los Angeles, CA)
- Wealth Management Specialist - Non-Registered Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Wealth -Management- Specialist Non-Registered\_25028200-2) **Job Description:** Merrill Wealth… more
- Wells Fargo (Oak Brook, IL)
- …and active military Reserve and National Guard personnel. \#VETProgram **Program Expectations:** + Service in any branch of the United States military + Must be able ... begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the...this role:** Wells Fargo is seeking a Business Accountability Specialist Working at Wells Fargo | Jobs and Careers… more
- Wells Fargo (Boston, MA)
- …Control Specialist to join our Client Relationship Group within Wealth and Investment Management. This role is responsible for supervisory oversight of ... Control Specialist understands the complexity, partnership needs and customer service requirements that come with managing this process. You will work with… more
- Deloitte (Raleigh, NC)
- …wants to work in a collaborative environment? As an experienced AML Project Delivery Specialist you will have the ability to share new ideas and collaborate on ... opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, you will likely be… more
- Covr Financial Technologies (Houston, TX)
- REPORTS TO: Sr. Application Fulfillment Specialist DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Tuesday to Saturday 11am to 8pm CST OR ... long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech… more
- University of Michigan (Ann Arbor, MI)
- …including phone, chat, and online submission. + Serve as a subject matter expert and escalation point for Service Desk agents, especially in times of customer ... Desktop Support Specialist Lead Supervisor Apply Now **How to Apply**...is looking for a supervisor to oversee the HITS Service Desk. You will join a leadership team that… more
- Comerica (Dallas, TX)
- Job Description BRCO Specialist Lead The Business Risk and Control Officers (BRCOs) play a pivotal role in guiding the business to identify and understand risk ... accordance with the risk management lifecycle. The Business Risk and Control Office (BRCO) Specialist Lead for the Line of Business will be assigned to support two… more
- DriveTime (Dallas, TX)
- …downtime. As an IT Support Specialist II, you would be the primary escalation point for the Enterprise Service Desk team. **Technical Support** + Provide ... Nice, But What's the Job?** As an IT Support Specialist II, you will be a key part of...you will be a key part of our Enterprise Service Desk providing day-to-day IT technical support to employees… more
- PNC (Louisville, KY)
- …have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr. within PNC's Wealth Management organization, you will be based in ... as a point of contact for clients, client teams or service partners and may act as an escalation point for complex client implementation and servicing issues. +… more
- Comerica (San Jose, CA)
- Job Description NATL ABL AUDIT SPECIALIST This position is responsible for conducting collateral examinations on new, potential loan customers and highly complex ... to ensure maximum protection of the Bank's assets; Timely communication and escalation of critical exam findings, concerns, or suspicion of fraud between CEG… more
- DriveTime (Mesa, AZ)
- …+ Complete document replacement requests + Provide excellent internal and external customer service by supporting the escalation phone line and outbound calls as ... finance receivables for DriveTime and other third parties. We service auto loans across a wide credit spectrum with...where our mouth is. + **Wellness Program.** Health is wealth ! This program includes self-guided coaching and journeys, cash… more
- First Horizon Bank (Knoxville, TN)
- …in Action: This position will be responsible for providing: 1) World-class service to our internal and external customers in an accurate, efficient, and ... efficiency. 3) Monitors existing applications making recommendations for improved performance and service to the application user. 4) Allow him/her to straddle both… more
- Comerica (Dallas, TX)
- …with Operations area(s) to ensure appropriate product stability, an efficient escalation and resolution protocol is in place for production (system/operational) ... subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service , which provides ongoing notification to the Company of any updates to your… more
- TD Bank (Willow Grove, PA)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... to High risk potential (loss/reputational) + Acts as the highest point of escalation /contact within the store for issues raised from customers, other internal groups… more