- JumpSeat (Chicago, IL)
- …sales, marketing, business development, partnerships, operations, and enablement. Our team has an opening for an Account Specialist to lead several clients ... JumpSeat team behind you. As the key point of client contact, you can expect to lead campaign strategy...execution, improve or introduce performance marketing initiatives, and lead client workshops. One thing is for sure, no two… more
- Plante Moran (Southfield, MI)
- …Trust Understand fiduciary accounting and trust accounting system Facilitate account opening /closing/transfer process Facilitate written and verbal ... help you achieve your professional goals. Join us. As an Estate Settlement Specialist , you'll dive in with hands-on experience and substantial depth to administer… more
- Los Angeles County Development Authority (Alhambra, CA)
- …Type: Regular Job Number: 25032 Division: Construction and Asset Management Opening Date: 08/08/2025 Closing Date: 8/22/2025 11:59 PM Pacific DESCRIPTION EXECUTIVE ... and sensitive information; assure discreet handling in all aspects of client , staff, and Authority information. Understand the organization and operation of… more
- Comerica (Phoenix, AZ)
- …for the lines of business that support our high value, high revenue generating customers. The Client Account Opening Specialist must be able to provide ... Job Description Client Account Opening SpecialistThe Account Opening Specialist is responsible for Analysis of account documentation… more
- Performance Food Group (Westlake, TX)
- **119614BR** **Job Title:** Client Support Specialist ( Account Manager) **Location:** CM Corporate Westlake, TX (2550) **Job Description:** **We Deliver the ... from home day! + Must be on-site in Westlake, Tx. **Position Purpose:** As an Client Services Specialist ( Account Manager), you will be the partner and… more
- Citigroup (San Antonio, TX)
- The NAM TTS CCB Client Onboarding Account Maintenance Specialist is responsible for providing operations support services, including but not limited to; ... accounts in coordination with the TTS Onboarding team. Additionally, Client Onboarding Account Maintenance Analyst serves as...skills. + Performs day to day management of the account opening and maintenance processing, including daily… more
- Robert Half Accountemps (San Diego, CA)
- …providing top-notch staffing for accounting, finance, and administrative roles. We are seeking an Account Specialist for a client in San Diego, CA who ... for a professional who thrives in financial operations and account management. The Account Specialist ...+ Excellent communication and customer service skills to resolve client issues in a professional manner. + Strong organizational… more
- US Bank (Tempe, AZ)
- …you excel at-all from Day One. **Job Description** The Private Wealth Management (PWM) Account Opening Specialist is responsible for working with various ... areas within Wealth Management and Operations to successfully fulfill new account opening requests for banking deposit accounts and trust and investment… more
- Xerox (San Antonio, TX)
- Client Retention Specialist **General Information** Press space or enter keys to toggle section visibility City San Antonio State/Province Texas Country United ... reshaping how we connect with our clients. As a Client Retention Specialist , you'll be engaging with...account success while cultivating profitable relationships. + Proactive Client Engagement: Initiate impactful cold calls to expand … more
- First Horizon Bank (Maryville, 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 ... building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance ...and other business lines throughout the firm * Manages account opening process, including but not limited… more
- Robert Half Accountemps (San Diego, CA)
- …a dynamic client in the property management industry to hire an Account Specialist . This contract-to-permanent position is ideal for someone with strong ... financial and administrative skills who excels in a fast-paced, client -oriented environment. If you are detail-oriented and thrive in managing property-related… more
- Robert Half Office Team (Chattanooga, TN)
- Description We are looking for a highly organized and detail-oriented Account Specialist to join our thriving advertising department in Chattanooga, Tennessee. ... presentations and spec ads to support sales representatives in client proposals. * Monitor and review sales reports to...1 year of experience in a sales support or account management role, preferably within the advertising or publishing… more
- Legrand NA (Chicago, IL)
- …ensuring delivery requirements and deadlines are met, and complaint resolution. The Account Specialist is expected to exercise sound judgment and creativity ... Position Description At a Glance Focal Pointhas an immediate opening for anAccount Specialist to join ourCustomer Serviceteam. This is a hybrid work position - 3… more
- Robert Half Finance & Accounting (Chicago, IL)
- …prefer to promote from within. Job Description: We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and ... Financial Advisors and their High-Net-Worth individual clients. Responsibilities: + Client onboarding, including preparation of new account ...and much more. All applicants applying for US job openings must be legally authorized to work in the… more
- Citigroup (San Francisco, CA)
- …documenting client responses to customer profile data attributes from the client agreement, account opening initiation, including complex and ... The Registered Wealth National Client Onboarding Specialist is a subject...cross-border accounts, asset transfer, account maintenance and other activities requiring FINRA General Securities… more
- CIBC (Worth, IL)
- … client 's needs, and quickly resolving issues or problems. You'll assist clients with account opening , account closures, and account maintenance. The ... Support Center where you'll have meaningful client -focused conversations. As a Client Support Specialist , you'll be the first point of contact for clients… more
- First Horizon Bank (Hickory, NC)
- …Onsite at the location listed.** **Summary:** The primary function of the Trust Client Specialist is to provide general clerical administrative support to an ... of individuals, relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …with a collaborative and client -focused wealth management team who is seeking a Client Service Specialist to join their team! This role is a key part ... of the client services function,...of communication tools. + Maintain a paperless office, completing account paperwork electronically whenever possible. + Input, update, and… more
- PNC (Denver, CO)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Commercial Banking organization, you will ... implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant systems/applications. Provides… 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. The ideal...Processing: Records third-party expenses and disbursements in expense systems. Account Management: Monitors unapplied cash, reallocates payments when bills… more
