- Monster (Tacoma, WA)
- …FSA is only for dental and vision expenses. Resource: Navia Benefit Solutions Life Insurance Benefits eligible employees, lawful spouse or same-sex domestic partner, ... on your age: Voluntary Retirement Savings: State Board Voluntary Investment Program (SBVIP): SBVIP is a voluntary, optional, unmatched...that you are a State of Washington PEBB Member ( client #8246) or visit a local Liberty Mutual office… more
- DWS Group (New York, NY)
- …As investors on behalf of our clients, it is our role to find investment solutions . Ensuring the best possible foundation for our clients' financial future. ... closely with IPR, DWS Divisional Directors, Wealth Consultants, Internal Consultants, Specialist coverage to maximize holistic effectiveness at client accounts… more
- JPMorgan Chase (San Francisco, CA)
- … * the Client Specialist , who initially helps determine the appropriate wealth solutions for the client and may serve as an ongoing resource to clients * ... The Client Specialist is a sophisticated wealth...Manager that acts as the day-to-day manager of the client 's investment assets * a Financial Planner… more
- TD Bank (Greenville, SC)
- …and suggesting the most appropriate banking, lending and/or investment solutions ; maximizes profitability, while ensuring the client receives an exceptional ... **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and...and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus… more
- JPMorgan Chase (El Segundo, CA)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or ... more Client Managers and serve as a contact point for...commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail,… more
- SMBC (Los Angeles, CA)
- …troubleshoots complex issues and escalates issues to the appropriate areas. The Sr. Client Specialist is also responsible for training junior staff on day-to-day ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- ADP (Louisville, KY)
- …Innovation, Each Person Counts, Results-Driven, & Social Responsibility.** **POSITION SUMMARY:** Client Service Specialist is responsible for developing and ... client contact for retirement plan services. The Client Service Specialist is responsible for communicating.... Maintain a basic understanding of the types of investments in each retirement plan and be a conduit… more
- CBRE (Ontario, CA)
- Client Services Specialist Job ID 231096 Posted 15-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) Ontario ... States of America About the Role: As a CBRE Client Services Specialist , you will provide administrative...closely related. - Suggest improvements to existing processes and solutions to improve the efficiency of the team. What… more
- Citigroup (San Francisco, CA)
- The Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on ... delivering all aspects of client onboarding and operational solutions for clients...efficiently and seamlessly with VIP care. The Wealth National Client Onboarding Specialist works closely with business… more
- Edward Jones (West Palm Beach, FL)
- …million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And ... innovate new ways of working. Using insights to create solutions for the future - in the here and...products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a variety of ... objectives . + Problem Solving: Address and resolve complex client issues, ensuring timely and effective solutions ....Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada,… more
- JPMorgan Chase (Chicago, IL)
- …professional growth in a dynamic global environment. As a Client Onboarding Specialist Associate within the Commercial and Investment Bank, you will play a ... Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
- JPMorgan Chase (Charlotte, NC)
- …and ensuring client satisfaction, you have found the right team. As a Client Service Specialist IIIwithin Commercial Card, you will play a pivotal role in ... and operational support. Your primary focus will be to address client inquiries, process transactions, troubleshoot issues, and identify opportunities to refer… more
- JPMorgan Chase (Chicago, IL)
- …and online experiences? If so, you've found the right team! As a B2B Payables Client Solution Specialist in the Commercial Bank's Payments organization, you ... are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales.… more
- US Tech Solutions (Brooklyn, OH)
- **Job Description:** **Title:** ** Client Services Specialist ** **Location: Hybrid (3 days in the office required & 2 days remote Brooklyn, OH 44144)** ... working knowledge of mobile space, browsers, systems issues and client navigation. + Minimum of three years experience in...current and future policies, practices, and trends in the investment management business. + Integrity and trust + Exhibits… more
- PennyMac (Plano, TX)
- …of homeownership through the complete mortgage journey. A Typical Day The Senior Client Escalation Specialist is a skilled role supporting Pennymac third party ... servicing of US mortgage loans and the management of investments related to the US mortgage market. At Pennymac,...requests, and supporting divisional customer service objectives. The Senior Client Escalation Specialist will : + Perform… more
- Indeed (Scottsdale, AZ)
- …for job seekers. (*Comscore, Total Visits, March 2025) **Day to Day** As a Client Activation Sales Specialist in our Scaled Business Success (SBS) team, you'll ... their unique needs, you'll be able to offer tailored solutions and present opportunities for their success in utilizing...Indeed's products & services and demonstrate the return on investment . + Meet assigned quarterly goals, including revenue and… more
- JPMorgan Chase (Columbus, OH)
- …and retail investors in every major market throughout the world. As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking ... and small plans. **Job Responsibilities** + Educating advisors on our record keeping solutions while gaining investment market share + Providing plan insight,… more
- Bloomberg (New York, NY)
- Client Quant Developer (SPEC TEAM), Specialist Sales - Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # ... 10041814 **Description & Requirements** Quantitative investment funds have grown exponentially over the last decade...clients. You will be expected to create resources and client -facing content that is both strategic in its appeal… more
- BlackRock (New York, NY)
- …thinking + Multitasking and time management **Purpose and Scope:** Every day, Client Success Specialists tackles the hardest, most sophisticated problems in FinTech. ... utilize our in-depth understanding of Aladdin, our clients' businesses, and the investment management process to provide world-class service to our growing, global … more
