- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Forge Group, LLC (Washington, DC)
- …you, then come make a difference at Forge. Requirement : US Courts - Financial Transaction Specialist Job Description: Forge is seeking a Consultant to support ... a difference. We are deeply integrated members of trusted client communities, energized and honored to be partners in...the Administrative Office of the US Courts (AOUSC) Financial Operations Division (FOD) by providing business solutions and… 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
- 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
- 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
- Experis (Brooklyn, NY)
- Our client , a leader in the financial services industry, is seeking a Specialist - Commercial Loan Operations to join their team. As a Lead Specialist , ... you will be part of the Commercial Loan Operations department supporting the financial operations team. The ideal candidate will have strong attention to detail,… more
- The Computer Merchant Ltd (Boston, MA)
- JOB TITLE: Finance Specialist JOB LOCATION: Boston or Springfield Hybrid WAGE RANGE*: 25 - 29.00/ hour JOB NUMBER:36239207 Must Have: The Minimum Qualifications: At ... least 1+ years' experience in financial services. Series 7 license at time of application... planning deliverables that support more profitable and effective client outcomes. The Team As the needs of advisors… 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
- 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
- Percepta (Melbourne, FL)
- …we bring first-class service across each market we support. As a Parts Specialist working in Melbourne, Florida, you'll be a part of creating and delivering ... a unique culture. What You'll Be Doing The Parts Specialist plays a crucial role in resolving dealer inquiries...Interpret reports to dimension issues with Operations Management team, Client Partner and PS&L. Prioritize key high-volume parts delay… 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
- Vensure Employer Services (Allentown, PA)
- … service responsibilities as outlined in our Client Service Agreement with the client and reduce the financial loss in our workers compensation program by ... Find out more by visiting www.vensure.com . Position Summary The Loss Control Specialist provides loss control service to clients located within a defined region.… more
- Apex Systems (Quincy, MA)
- Position Summary The Ad Operations Specialist is a critical part of the team; responsible for the strategic implementation and oversight of ad campaign launches by ... traffic, execution, and management. Job Duties Partner with the Account Management team to gather the necessary campaign details...off to respective teams to provide to the brand client Be a trusted source of data, insight, and… more
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