- Sherwin-Williams (Maize, KS)
- …are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the ... The wage range listed for this role takes into account the wide range of factors considered in making...request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification… more
- Advisor Employee Services (Austin, TX)
- …calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main ... Client Service Specialist Are you looking for an...support, we would like to talk to you! Our fast-paced financial firm, REAP Financial Group, LLC , in… more
- Rapid Finance (Bethesda, MD)
- …grow their businesses. We are seeking to add a Client Service Specialist to provide excellent support and account management to our merchants/partners with ... Role: Client Service Specialist (Customer Service) About...to streamline our internal funding process. Maintain and update client information, fax or email account statements,… more
- The Baldwin Group (Tustin, CA)
- …risk management solutions designed to meet clients' financial goals. The Surety Client Service Specialist will use their deep understanding of surety bonds ... tailored approach to insurance and risk management. The Surety Client Service Specialist works closely with advisors,...in the surety or insurance industry, preferably in an account management role Proficient in MS Office Suite (Word,… more
- Waldron Private Wealth (Plymouth, MI)
- …task oriented individual. This individual will be responsible for assisting the Client Service (CS) department in their effort to provide concierge level ... In this role you will: Build and maintain strong client relationships to ensure retention and client ...work with the guidance of a Team Lead. Implement financial planning strategies including, but not limited to, IRA… more
- UHS (Richmond, VA)
- …CBO (uhs.com) The Atlantic Region CBO is seeking a dynamic and talented Collection Specialist - Central. The Collection Specialist is responsible for the follow ... EOBs and work to correct them Update the patient account record to identify actions taken Adhere to all...the recruitment process, no recruiter or employee will request financial or personal information (eg, Social Security Number, credit… more
- Housing Works (New York, NY)
- …eligibility and income eligibility requirements as per HOPWA contract requirements. The Housing Specialist creates a client centered plan of care that includes ... domains around securing permanent independent housing, financial literacy, health literacy, and social determinants of health such as connection to primacy care and… more
- iCapital (Stamford, CT)
- …support and issue management Software maintenance and setup: System setup and configuration New client setup New financial account and asset set-up and ... About the Role iCapital is looking for a Client Delivery Specialist Associate to join...data issues Develop and strengthen client relationships: Client onboarding Client account setup… more
- EVOTEK, Inc. (San Diego, CA)
- …place for you. As a member of the Services Operations Team, the Proposal Specialist provides service contract support to the company pre-sales and account ... of work, proposals, quotations, and Request for Proposals/Quote (RFP/RFQ). The Proposal Specialist will also work closely with cross-functional teams to support all… more
- Light and Wonder, Inc. (Las Vegas, NV)
- …organization and the well-being of employees. Position Summary We're seeking a Collections Specialist to join our team in Las Vegas! In addition to managing accounts ... functions, including cash application and payment reconciliation. The Collections Specialist is responsible for collections of outstanding accounts receivable… more
- City National Bank (Newark, DE)
- CENTRAL OPERATIONS ACCOUNT MAINTENANCE SPECIALIST WHAT IS THE OPPORTUNITY? The Central Account Maintenance Specialist is responsible for managing data ... from Wealth Mgmt. and International departments to create and maintain customer/ account records in CIS Process requests to reassign relationships, ensuring… more
- Dykema (San Antonio, TX)
- Dykema Gossett PLLC, a leading national law firm, is seeking to hire an experienced Client Financial Intake Specialist who will be responsible for the ... Specialists on receipt of retainer in a timely fashion. Review current and new client guidelines; ensure financial systems are updated in accordance with current… more
- Hylant (Birmingham, MI)
- Description The Opportunity: The Insurance Marketing Specialist will enhance the client experience by providing support to the internal team. The successful ... in Southeast Michigan Are You A Match? The Insurance Marketing Specialist needs to have exceptional communication skills, effective problem-solving skills, and… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: Senior Treasury Operations Specialist Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and ... community's financial well-being. We are committed to exceeding expectations and...direction of the Treasury Operations Manager, assists the Treasury Client Service team with fulfilling requests (research, troubleshooting, and… more
- Sherwin-Williams (Bothell, WA)
- …are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the ... stated wage range. The wage range listed for this role takes into account the wide range of non-discriminatory factors considered in making compensation decisions… more
- Shepherd Center (Atlanta, GA)
- …working at Shepherd for more than 20 years. The Operations Access Specialist performs administrative services for an assigned program/location. This role ensures ... outcomes applicable to role and environment. JOB RESPONSIBILITIES The Ops Access Specialist title is used in multiple departments within Shepherd Center and performs… more
- Plus One Health Management (New York, NY)
- …of fun. Perks of working at Plus One, an Optum company*: Health and financial : Medical plan choices with Health Reimbursement Account (HRA) and Health Savings ... development courses through a learning management platform. Maintain positive customer and client experience by providing the highest quality of service. What we are… more
- Selene Holdings (Dallas, TX)
- Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance ... in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with...Position Description Selene Finance is seeking a Senior Assignment Specialist who will be a dedicated resource for one… more
- London Stock Exchange Group (New York, NY)
- …lifecycle. We power 40,000 firms, serve hundreds of thousands of financial professionals and process over a trillion transactions monthly; highlighting our ... at pace and with efficiency Build and develop strong internal relationships with Account Managers and other key partners Develop the territory sales strategy to… more
- Crothall Healthcare (Winston Salem, NC)
- …order to assure highest client and customer satisfaction levels and account retention, strong employee relations, achievement of financial goals and future ... as tied to patient satisfaction performance for respective unit Maintains and supports client satisfaction at a level that ensures account retention Administers… more
