- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role ... consolidation, access updates, DocuSign preparation, etc.). + Coordinate with the Client Service team to prepare for client meetings, including reports,… more
- Insight Global (Buckeye, AZ)
- …Insight Global is seeking a customer-focused and solutions-driven Client Service Specialist to support client operations at our clients newly opened ... clients and internal teams, you will play a vital role in ensuring service excellence, resolving issues, and supporting the successful launch and ongoing performance… more
- T. Rowe Price (Baltimore, MD)
- …ITS, Investment Compliance, Finance, Global Investment Operations and Global Client Investment Reporting. + The Specialist exercises proven judgment and ... and projects to enhance the quality and efficiency of the client operations department processes. Recommends process improvements. Qualifications Required:… more
- JPMorgan Chase (Tampa, FL)
- …environment. **Required Qualifications, Capabilities, and Skills** + Baseline knowledge of client service operations , including transaction processing, ... satisfaction, you have found the right team. As a Client Service Delivery Specialist IV...projects. **Job Responsibilities** + Provide daily support within our operations , addressing client inquiries, processing transactions, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This ... CRM and portfolio management systems. + Contribute to quarterly reporting and help improve client service processes. + Maintain accurate client data and… more
- Raymond James Financial, Inc. (Southfield, MI)
- …**Why You'll Love It Here** + Supportive, fast-moving team environment. + Exposure to financial operations and client service best practices. + A role that ... thoroughness in task execution. + Familiarity with financial systems and client service workflows. + Ability to manage multiple requests and prioritize… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking an experienced Client ... processes to enhance the client experience. Key Responsibilities + Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of tasks assigned by one or more partners such as Account Managers, Client Executives, Sponsor Connect teams or Contact Center to support the daily administration ... to determine the best course of action. + Identify client needs and appropriate internal or external teams to...hours annually for employees in their first year of service . + Ten (10) paid holidays per year (typically… more
- First Horizon Bank (Germantown, TN)
- … Specialist and a Loan Operations Specialist . The Mortgage Warehouse Client Specialist provides customer service support and loan operations ... high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship… more
- MyFlorida (Palmetto, FL)
- CLIENT INTAKE AND SUPPORT SPECIALIST - 48006370 (BLIND SERVICES) Date: Nov 1, 2025 The State Personnel System is an E-Verify employer. For more information click ... Requisition No: 862444 Agency: Department of Education Working Title: CLIENT INTAKE AND SUPPORT SPECIALIST - 48006370...reflects level of disability if applicable. Applicable to career service positions only. + If claiming Right to First… more
- MyFlorida (Orlando, FL)
- CLIENT INTAKE AND SUPPORT SPECIALIST - 48007233 (BLIND SERVICES) Date: Nov 17, 2025 The State Personnel System is an E-Verify employer. For more information ... . Requisition No: 865358 Agency: Department of Education Working Title: CLIENT INTAKE AND SUPPORT SPECIALIST - 48007233 (BLIND SERVICES)… more
- Zions Bancorporation (Denver, CO)
- …The Treasury Management Operations team has an opportunity for a **Treasury Management Client Services Specialist ** . The role will be located in one of our ... operations centers located in the western United States -...the skills and experience to:** + Provide exceptional customer service to Treasury Management clients on a broad range… more
- Citizens (Riverside, RI)
- …departments, including Sales, Product, Relationship Managers, Client Services, and Operations . The CPS Specialist is also responsible for providing Treasury ... Specialist is responsible for owning and resolving all client inquiries, by developing a deep understanding of Commercial...Service experience with a background in high touch client service + Experience in the Financial… more
- Tri-State Generation and Transmission Association, Inc. (Westminster, CO)
- …available, and this position will be filled at one of four job grade levels: Grid Operations Specialist I, job grade 8; Grid Operations Specialist II, ... job grade 9; Grid Operations Specialist III, job grade 10 or Senior Grid ...Tri-State has an obligation to provide continuous, reliable electric service to its customers, the ability to work overtime… more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service ... associates and clients. This role is responsible for managing client requests, facilitating account operations , and ensuring...the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between… more
- DESC (Seattle, WA)
- Client Engagement Specialist - DBHC Seattle, WA (http://maps.google.com/maps?q=517+3rd+Ave+Seattle+WA+USA+98104) *DEAC Apply Job Type Full-time Description ... by SEIU Healthcare 1199NW. **About DESC:** DESC (Downtown Emergency Service Center) is a nonprofit organization working to help...to homelessness. **JOB DEFINITION:** We are looking for a Client Engagement Specialist (CES) who will work… more
- DESC (Seattle, WA)
- Client Engagement Specialist - Night Shift, STAR Center Seattle, WA (http://maps.google.com/maps?q=619+3rd+Ave+Seattle+WA+USA+98104) *STAR Center Apply Job Type ... by SEIU Healthcare 1199NW. **About DESC:** DESC (Downtown Emergency Service Center) is a nonprofit organization working to help...to homelessness. **JOB DEFINITION:** We are looking for a Client Engagement Specialist (CES) who will work… more
- Terracon (Laguna Hills, CA)
- …services. Terracon's growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting ... **33680BR** ** Service Line:** Client Development **Office Name:**...with us" in Southern California as Terracon's next Senior Client Development Specialist !** For this opportunity, our… more
- Trace Systems Inc (Shaw AFB, SC)
- Job Overview Job Title: Client Systems Hardware Specialist I Location: Shaw AFB, SC This position is pending contract award. Job Responsibilities Trace Systems is ... actively recruiting for a Client Systems Hardware Specialist I to support...Specialist I to support the AFCENT Combined Air Operations Center (CAOC) contract in Shaw AFB, SC.The job… more
- Terracon (St. Louis, MO)
- …services. Terracon's growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting ... **33952BR** ** Service Line:** Client Development **Office Name:**...operations managers with the preparation and execution of client development plans and programs. + Utilizes the contacts… more