- Cleary Gottlieb Steen & Hamilton LLP (New York, NY)
- …a human touch. Reporting to the Client Account Manager, the Senior Client Account Specialist is responsible for successful execution of the billing ... the legal profession. We have 16 offices in major financial centers around the world, but we operate as...the clients 3rd party E-Billing vendor. *Collaborate with the Client Account and Revenue Operations teams to… more
- Truist (Arlington, TX)
- …to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up ... and resolution. Servicing specialists act as client advocates to track client complaints and...Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent… more
- Advisor Employee Services (Irvine, CA)
- …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... Client Service Specialist Are you looking for an opportunity to...someone who has the desire to work in the financial industry long-term and contribute to the growth of… more
- Baird (Louisville, KY)
- …regulations, Baird policies, and department procedures and policies. Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine ... As an Account Transaction Specialist , you will: Provide...needed and partner with Senior Specialists on more complex client / account issues. Perform other duties as required.… more
- TD Bank Group (New York, NY)
- …Business: Sales & Customer Distribution Support Job Description: The Commercial Card Account Manager - Business Program Specialist primary responsibility is to ... their experience & financial goals and identify opportunities to expand the client 's use of card products and services. The Commercial Card Account Manager… more
- Computershare (Sacramento, CA)
- …from online portals and external vendors. Reviewing the data accuracy of each client deliverable Interacting with clients to obtain financial or entity related ... talents and strengths as a Uniform Commercial Code (UCC) Corporate Compliance Specialist . Our Uniform Commercial Code specialists work closely with a variety of… more
- Waldron Private Wealth (Wayne, PA)
- …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
- 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
- First Horizon (Maryville, TN)
- …: On site at location listed in job posting. Summary : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full ... contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client … more
- IMA Financial Group (Overland Park, KS)
- …among all IMA associates. Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, ... What You'll Do Account Specialists at IMA are the backbone of...than 10%) Competencies & Traits Strong Insurance knowledge and/or client specialty knowledge Financial Acumen Agility/Flexibility Interpersonal… more
- Libra Solutions (Las Vegas, NV)
- MoveDocs is seeking a highly motivated and detail-oriented Account Specialist to join our growing team. This role involves extensive client communication, ... contact center environment preferred. Previous experience with law firms, in account management, customer service or collections preferred. Knowledge or experience… more
- VRC (Memphis, TN)
- $16 - $21 PER HOUR + BENEFITS Position Summary: The Account Resolution Specialist is a position reporting directly to the Senior Account Resolution ... This includes helping to improve the Company's cash collections and DSO metrics. The Account Resolution Specialist will work closely with the AR Invoicing and… more
- Chubb (Los Angeles, CA)
- Job Description Underwriting Account Representative Position Specifics: CI Underwriting Associate, Location: Phoenix, AZ, Los Angeles, CA, San Francisco, CA, Walnut ... Creek, CA Position Responsibilities : The Middle Market Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New and… more
- BCA Financial Services, Inc. (Orlando, FL)
- …The Collections Specialist will: Provide exceptional customer service to our client 's customers Assist with account resolution by communicating account ... A/R, AR, billing, bill collector, billing clerk, collections clerk, patient account , medical, insurance, revenue cycle, patient financial , sales, medical… more
- Aston Carter (Cincinnati, OH)
- …The Accounting Specialist plays a vital role in the financial operations of the organization by providing comprehensive support across various aspects ... all entities. This position is responsible for managing accounts payable, supporting client billing and collections, and maintaining accurate financial records.… more
- Yoh Services LLC (New York, NY)
- …as an Bilingual Spanish Sales Specialist - Alternative Investments- OnSite within the Financial Services industry to jour client , Onsite , to report to their ... required CFA and CAIA charter holders are preferred Our client is seeking an Alternative Investment Sales Specialist...(for employees working 20+ hours per week) Health Savings Account (HSA) (for employees working 20+ hours per week)… more
- The LaSalle Group (Glenwood, IL)
- …accurate records Collaborate with the accounting team on cash applications and account reconciliations Credit and Collections Specialist Requirements: 2+ years ... Our client , a top player in their industry, is seeking a Credit and Collections Specialist to join their dynamic team in Glenwood, IL. This hybrid role offers a… more
- UHS (Lewisville, TX)
- …team in Lewisville, TX at our national support center. The Data Quality Specialist is responsible for overall management of incoming data collected from clients. ... to meet delivery targets, and providing CQI+ customer support. The Data Quality Specialist is a member of the PsychSafe workforce, a Patient Safety Organization.… more
- Raven Ridge (Portsmouth, NH)
- …timely and accurate recording Identify and resolve any discrepancies or issues with client payments Conduct regular reviews of account statuses and aging ... Description We are seeking an Accounts Receivable Specialist for to join our team for a...incoming payments and ensuring accuracy and timeliness in all financial transactions. You will play a vital role in… more
- Akerman (West Palm Beach, FL)
- …per week. The Billing Specialist will coordinate and administer all facets of client account analysis and billing. A minimum of five (5) years' legal billing ... throughout the United States. Akerman is seeking a Billing Specialist to join the firm's Financial Services...willingness to work extended hours when necessary to meet client and firm deadlines. We offer an excellent compensation… more
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