- HUB International (St. Paul, MN)
- …are excited to assist you along your career development path. As a **Commercial Lines Client Account Specialist ** , you will provide professional, courteous ... developing relationships with others **Your job responsibilities as a Client Account Specialist :** + Serve...future that combines a diverse, challenging work environment with financial security and career satisfaction. When you join the… more
- JPMorgan Chase (Chicago, IL)
- …to work in the Commercial Bank Client Implementations Team. As a Blocked Account Contract Specialist within the Commercial Bank, you will work with external ... required documentation is on hand for new or updated client accounts. You will be responsible for the research...the research and preparation of all documents required for account opening, products and services for our commercial customers.… more
- IBM (New York, NY)
- …business value they were invested in to achieve. As a Customer Success Manager - Account Specialist , your mission is to collaboratively lead the way for the ... Introduction With deep business knowledge and technical skills, Customer Success Account Specialists are trusted advisors. Credible and respected confidantes who… more
- AON (Fort Washington, PA)
- Account Specialist II Are you looking for an opportunity to join a dynamic, growing Team that is part of an Industry-Leading National Insurance Program, with ... clients succeed. What the day will look like The Account Specialist II will be personally responsible...Prospect needs and following a defined selling processes. + Client Relationship Management: Building and maintaining strong and lasting… more
- Bloomberg (San Francisco, CA)
- Client Quant Developer, Specialist Sales - Bloomberg Financial Solutions **San Francisco, CA** Posted May 10, 2024 - Requisition No. 125208 Bloomberg is a ... global leader in business and financial information, news and insight, and we use innovative...Singapore, Tokyo and Sydney, and work collaboratively with our Account Management teams, Product Development and R&D teams. **What's… more
- Kelly Services (Southfield, MI)
- ** Account Specialist ** **Location: Southfield, MI** **Salary: $40,000 - $45,000** **Schedule: Full Time: Monday - Friday** **Direct Hire Opportunity!** Kelly ... partnered with a local accounting firm, seeking a permanent Account Specialist to join their team. In...their team. In business for over 30 years, our client is a rapidly growing firm specializing in accounting… more
- Intuit (Texas City, TX)
- …expertise to drive revenue growth, enhance merchant processing capabilities, and ensure client satisfaction. Position Purpose:As a Key Money Specialist , your ... will require quarterly travel Join a pioneering team within a leading financial services organization, specializing in merchant services. Our commitment to customer… more
- TD Bank (Foxborough, MA)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client ... senior role within TD Wealth + Will handle complex financial transactions where products and services are highly competitive...spreadsheet reporting + May act as secondary contact for client relationships with regards to account maintenance,… more
- City National Bank (Newark, DE)
- **NEW ACCOUNT SERVICES SPECIALIST SENIOR** **WHAT IS THE OPPORTUNITY?** This position will work closely with various departments throughout the bank to assist ... to risk, legal, and other regulatory matters + Process account closures, update client record with proper...City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services… more
- First Horizon Bank (Metairie, LA)
- …: On site at location listed in job posting. **Summary** The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a ... building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance ...clients and in compliance with regulatory procedures * Reviews client account activity on a daily, weekly,… more
- Parker Hannifin Corporation (Danville, KY)
- Customer Account Specialist Location : Danville, KY, United States Job Type : Regular Posted : Apr 15, 2024 Job ID : 47197 Back to Search Results Job Description ... in Parker that may be a good fit. CUSTOMER ACCOUNT SPECIALIST POSITION SUMMARY Provides support and...influence stakeholders . Track record of building and maintaining customer/ client relationships . Ability to visualize and plan objectives… more
- PNC (Cleveland, OH)
- …office and administrative support, which will help our clients achieve and maintain financial success. The Client Solution Specialist Sr fulfills ... opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Private...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… more
- Robert Half Finance & Accounting (Chicago, IL)
- …current job? Let's fix that. A high-End Investment firm is seeking a Client Relationship Specialist . Perks include including above market pay-rates, top-tier ... can't to provide. We are seeking a highly motivated Client Relationship Specialist to work out of... Advisors and their High-Net-Worth individual clients. Responsibilities: + Client onboarding, including preparation of new account … more
- JPMorgan Chase (Columbus, OH)
- …get access to experts who can further help if needed. As a Home Lending Account Specialist , you are the face of the Chase brand - delivering exceptional ... Home Lending Account Specialists deliver exceptional service by handling incoming... client service by assisting our customers throughout their mortgage… more
- City National Bank (Newark, DE)
- ** CLIENT CARE SPECIALIST ** **WHAT IS THE OPPORTUNITY?** The Client Care Specialist is responsible for responding to and handling a broad range of complex ... account inquiries, product and services suggestions, etc. Informs Client Care Leads and Client Contact Center...City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services… more
- ManpowerGroup (Minneapolis, MN)
- **Brokerage Account Specialist - MUST HAVE Current Series 7 License** **Are you a customer service champion with a passion for helping people?** **Do you have a ... strong understanding of financial markets and regulatory requirements?** If so, we want...If so, we want to hear from you! OUR CLIENT is seeking **10** motivated individuals to join our… more
- Truist (Richmond, VA)
- …not mentioned below. Specific activities may change from time to time. 1. Update client and account information within firm applications while maintaining a high ... documentation. Assist front office with inquiries and processing items related to account opening, maintenance, documents, back office systems, or general account… more
- Umpqua Bank (Clackamas, OR)
- …of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our ... Client Service Specialist I Retail Banking...existing products and services. + Discuss and access customer's financial needs to identify and offer appropriate products and… more
- Dow Jones (New York, NY)
- …universities, government agencies, executives and business professionals. About the Role: The Client Engagement Specialist (CES) manages all renewal aspects of ... America's largest newspaper by paid circulation; Barron's, MarketWatch, Mansion Global, Financial News, Investor's Business Daily, Factiva, Dow Jones Risk &… more
- PNC (Pittsburgh, PA)
- …to the company's success. As a Business Experience Planning & Administration Specialist within PNC's Treasury Management Client Care organization, you will ... PNC footprint. As a Business Experience Planning & Administration Specialist , you will: * Act as the primary point...date. * Make on-going recommendations to improve efficiencies in client onboarding (including account opening process ,… more