- 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 ... skills with an eye toward advancing to a more senior role within TD Wealth + Will handle complex...spreadsheet reporting + May act as secondary contact for client relationships with regards to account maintenance,… more
- Medical Mutual of Ohio (Cleveland, OH)
- …including Underwriting, Performance and Sales.** + **Performs other duties as assigned.** ** Sr Client Accounting Specialist ** + **Conducts weekly and ... ability to apply the appropriate accounting standards to the relevant job duties. ** Sr Client Accounting Specialist ** **Education and Experience** +… more
- Robert Half Finance & Accounting (Washington, DC)
- Description Senior Client Accounts Specialist ~Law Firm Washington, DC hybrid $100k, great benefits, excellent work-life balance! My client is a ... well-established Law Firm located in downtown Washington, DC with a need for a Senior Client Accounts Specialist . The Senior Client Accounts … more
- T. Rowe Price (Baltimore, MD)
- …holding separate accounts , sub-advised and proprietary TRP products. The Client Service Specialist is accountable for owning operational service requests ... and grow your career with us. Team Summary The Client Account Services (CAS) group is responsible...feel challenged, engaged and valued. Role Summary + The Client Service Specialist is responsible for servicing… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Private Bank organization, you ... may be performed remotely, at the manager's discretion. The Client Solution Specialist Sr is...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… more
- Paycom Online (Oklahoma City, OK)
- …**Stable work history** + **Some experience troubleshooting more routine/standard client accounts /inquiries utilizing problem-solving and analytical skills under ... The Client Support Specialist (known internally as...level specialists + Coordinate with internal departments and more senior level specialists as needed to resolve client… more
- CIBC (Oak Brook, IL)
- …architecting and delivering integrated cash flow and treasury management solutions. As the Client Solutions Specialist , you will be accountable to perform after ... support to Business Banking customers, both internal and external, understanding the client needs and taking responsibility for the execution of cash management… more
- Bank OZK (Ellijay, GA)
- Senior Client Service Specialist (Teller Manager) + Job ID: 14235 + Functional Area: Retail/Community Banking + Position Type: Full-Time Regular + Experience ... in banking, we pride ourselves on our commitment to excellence, exceptional client service, and year-after-year recognition of our industry leading financial… more
- WTW (Atlanta, GA)
- The Senior Surety Client Service Specialist performs the essential functions related to the servicing and retention of contract and commercial surety ... accounts . These associates are integral members of our account management teams who proactively obtain, compile and follow...are not limited to:** + Ability to place new client business with markets and establish client 's… more
- Zelis (St. Louis, MO)
- Position Overview The Client Support Specialist (CSS) serves as the primary point of contact for multiple Zelis Clients post Go-Live for processing of Claims ... of Zelis services, performs day-to-day functions of managing the account , and makes decisions on how to approach projects...level of customer service and satisfaction on all team accounts + Expands knowledge of Zelis and client… more
- Guardian Life (Pittsfield, MA)
- …driven and self-motivated individual to join our Client Outreach team. As a Senior Client Outreach Specialist , you will partner with Guardian General ... clients. You will also work to test our new client retention and lead generation efforts! **You are** +...sales and service clients + Service Park Avenue Securities accounts including brokerage and advisory + Participate in Lead… more
- Regions Bank (Hoover, AL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Client Services Specialist serves as first point of contact for commercial ... full ownership in researching and resolving complex banking issues + Handles client phone interaction while simultaneously documenting the event in the call tracking… more
- Zengistics (Austin, TX)
- …inside and out. You will also train and work directly with our Sales & Account Management team and watch how they handle every detail of moving our customer's ... and maintaining relationships with carrier partners to grow relationships. + Partner with senior members of the operations team to quote rates to customers and… more
- Experian (Costa Mesa, CA)
- …client -facing aspect -as an auditor or auditee, consulting, account management, responding to Security/Operational/Process questionnaires, bids, RFP, proposals, ... named in the 100 "World's Most Innovative Companies" by Forbes Magazine. The Client Security Assurance team is the function within Experian's Global Security Office… more
- Publicis Groupe (Southfield, MI)
- **Company Description** **Job Description** The Lead Data Client Solutions Specialist 's primary goal is to provide an innovative approach toward account ... associate growth, with the goal of ensuring the Data Client Solutions teams deliver fast, professional, and accurate products...Preferred + Minimum of 24 months proficiency in the Senior Data Solutions Specialist role + Proven… more
- WTW (New York, NY)
- …coverage information is completed in a timely fashion. Provide guidance to the Client Specialist on completion of updated information and applications and ... confirmation of coverage and binders are delivered. Provide guidance to the Client Specialist throughout the binding process, including program subjectivities as… more
- UMB Bank (Kansas City, MO)
- …fast-paced environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Loan Specialist Senior -Real Estate ... team provides loan support and loan decisions to their internal partners. The Loan Specialist Senior -Real Estate Group has a specific and impactful function for… more
- Optiv (TX)
- …effective and productive relationships with client executives within assigned accounts . + Lead creation of multi-year strategic account management plans, ... cross-functional team to build and execute a multi-year strategic account management plan for your top accounts ....services and leadership personnel to collaborate with your top account client leadership to refine and/or build… more
- WTW (Chicago, IL)
- …+ **Global Specialist ** : 3-10 years of experience depending on complexity of client mix + ** Senior Global Specialist ** : 8-20 years of experience ... and training. _Estimated size of book 10-25 clients_ + ** Senior Global Specialist ** : First point of...Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D,… more
- Lenovo (Boulder, CO)
- Sr . Infrastructure Account Executive/ Specialist - Colorado **General Information** Req # WD00065108 Career area: Sales Country/Region: United States of ... the company to keep deals moving through the funnel + Act as a Client Executive and coordinate peer specialist customer engagement across our server,… more