- 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
- Bloomberg (New York, NY)
- BloombergNEF Account Manager, Specialist Sales - Bloomberg Financial Solutions **New York, NY** Posted Feb 15, 2024 - Requisition No. 123240 Bloomberg is a ... global leader in business and financial information, news and insight, and we use innovative...to join our North America commercial team as an Account Manager. The candidate will primarily look after clients… more
- Truist (Whiteville, NC)
- …to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up ... and resolution. Servicing specialists act as client advocates to track client complaints and...Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent… 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
- Bank of America (Pennington, NJ)
- Consumer Investments - Account Maintenance Specialist Pennington, New Jersey;Lincoln, Rhode Island; Rolling Meadows, Illinois; Chandler, Arizona; Chandler, ... clients on inquiries that are related to time sensitive account updates. As a Specialist you must...calls, email boxes, and processing queues **Additional Skills:** + Account Management + Adaptability + Customer and Client… more
- TD Bank (Greenville, SC)
- …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
- Everon (Irving, TX)
- …security issues. **_Essential Duties And Responsibilities_** include the following. The National Account Support Management Specialist may be expected to perform ... relationships with National Account Point of Contacts. + Perform research and client care calls to National Account holders. + Utilize dashboards, 1 Reports,… more
- First Horizon Bank (Johnson City, TN)
- …executed documentation from clients and in compliance with regulatory procedures * Reviews client account activity on a daily, weekly, and monthly basis to ... site at location listed in the job posting. **Summary** The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through… 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
- City National Bank (Newark, DE)
- ** CLIENT CARE SPECIALIST ** **Hybrid- In Office 3x Weekly** **Schedule: M-F 12-6pm EST** **WHAT IS THE OPPORTUNITY?** The Client Care Specialist is ... Pay enrollment, account inquiries, product and services suggestions, etc. Informs Client Care Leads and Client Contact Center Management of potential problem… 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
- OSV (Huntington, IN)
- The Senior Account Implementation Specialist is responsible for consulting with parishes to implement stewardship or fundraising strategies. This role will ... attainment of revenue goals for the Parish. The Senior Account Implementation Specialist will play a crucial...consistency of messages. + Assist with ongoing measurement of financial success of in Offertory Solution engagements, both for… more
- Umpqua Bank (Spanaway, WA)
- …of customer account transactions quickly, accurately, and confidentially. A client service specialist also provides an exceptional banking experience to ... Client Service Specialist II Retail Banking...and existing products and services. Discuss and access customers' financial needs to identify and offer appropriate products and… more
- PNC (Boca Raton, FL)
- …respected, valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Senior, you will be a key part of PNC's Real ... required financial covenants from clients, assisting with maintenance of client information and fulfilling administrative duties for Market Managers and others.… 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
- Lifespan (Rochester, NY)
- …know the special gifts, talents, and qualities of the people we serve. The Financial Specialist helps the Program Coordinator match and assign volunteers to ... carry a direct caseload of between 10-15 clients. The financial specialist is charged with helping older...also prioritizing employee wellness. DUTIES AND RESPONSIBILITIES 1. Assess client financial situation. 2. Develop action plan… more
- TEKsystems (Minneapolis, MN)
- NOW HIRING for Account Services Specialist These positions will be hybrid after training. MUST LIVE in MN Please do not apply if you don't reside in MN or do not ... years of recent professional corporate experience Description: + Exclusive opportunity with Financial Institution located in Golden Valley, MN. We are building out a… more
- Umpqua Bank (Nampa, ID)
- …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
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