- Truist (Lumberton, NC)
- …while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and ... flexible schedule, including overtime as needed. **Preferred Qualifications:** 1. Previous Client service , collections, or sales experience 2. Bilingual… more
- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service & Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… 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 # ... clients. You will be expected to create resources and client -facing content that is both strategic in its appeal...need to have:** + Minimum 5 years' experience in Financial Services or a Financial … more
- Charles Schwab (Westlake, TX)
- …+ FINRA Series 7 and 63 licenses required + 1-2 years of experience in Client Service , Financial Services and/or Brokerage Services ... **Your opportunity** As a **International Client Service Specialist ** ,...general account servicing inquiries. We also complete document translation services for internal partners and service clients… more
- Umpqua Bank (Santa Rosa, CA)
- Client Service Specialist Retail Banking...and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way ... the first point of contact for most clients, the Client Service Specialist (Teller) plays...and identify opportunities to provide additional bank products and services . + Always performs teller transactions and cash handling… more
- Truist (St. Petersburg, FL)
- …companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the ... non-facing environment. Assist with general banking inquiries, processing of financial service requests and provide client...and minor, which are not mentioned below. The Association Services Commercial Specialist I will be responsible… more
- Fiserv (Honolulu, HI)
- …to make an impact on a global scale, come make a difference at Fiserv. **Job Title** Client Service Specialist **What does a successful Client Service ... Specialist do at Fiserv?** A successful Client Service Specialist ensures the...departments. + Contribute to process improvement initiatives to enhance client support services . + Engage in continuous… more
- Umpqua Bank (Reno, NV)
- Client Service Specialist Retail...Learning basic knowledge of new and existing products and services . + Discuss and access customer's financial ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an… more
- UL, LLC (Canton, MA)
- UL Solutions is seeking a Senior Client Services Specialist to join our team in Canton, MA. This hybrid role requires working on-site three days per week. In ... service . + Participate and lead internal and external client calls for updates & lead generations + Prepare...service and manage programs + Provide technical consulting services to clients through coordination with internal technical team… more
- Umpqua Bank (Pendleton, OR)
- Client Service Specialist Retail Banking...and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way ... better. **About the Role:** As the first point of contact for most clients, the Client Service Specialist (Teller)play a key role in delivering on the bank's… more
- Umpqua Bank (Newport, OR)
- Client Service Specialist Retail Banking...and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way ... the first point of contact for most clients, the Client Service Specialist (Teller)playsa key role...and identify opportunities to provide additional bank products and services . + Always performs teller transactions and cash handling… more
- Fiserv (Omaha, NE)
- …to make an impact on a global scale, come make a difference at Fiserv. **Job Title** Client Service Specialist **What does a successful Client Service ... in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another... Specialist do at Fiserv?** As a Client Service Specialist Fiserv, you… more
- JPMorgan Chase (San Francisco, CA)
- …appropriate JPMorgan Chase wealth services to best meet the objectives of each client . The Client Specialist provides high level advice and counsel, ... wealth management solutions, and delivers a high level of service . As a Client Specialist ...pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of… more
- CBRE (El Segundo, CA)
- Client Services Specialist Job ID 230239 Posted 23-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) ... such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease....education, training, and experience. The minimum salary for the Client Service Coordinator position is $65,000 annually… more
- Fox Rothschild LLP (Denver, CO)
- **Description** The Real Estate/Transactional Client Service Specialist role is responsible for providing legal administrative support to a team of attorneys ... to internal and external clients. **ESSENTIAL FUNCTIONS:** **Attorney Support** + Provide superior client service by answering and screening calls in a courteous… more
- CBRE (Atlanta, GA)
- Client Services Specialist Job ID 224222 Posted 24-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, ... database, assist with any database (Salesforce) management when necessary + Plan client events (lunches, dinners, closing events) + Reserve meeting rooms/order … more
- CBRE (Memphis, TN)
- Client Services Specialist - Marketing Job ID 219990 Posted 07-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest ... members in the implementation of business strategies. + Perform client property tours, resolve client issues, and...such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease.… more
- SMBC (Los Angeles, CA)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... and escalates issues to the appropriate areas. The Sr. Client Specialist is also responsible for training.... BA/BS or equivalent experience . 5+ years of client facing role at a major financial … more
- Umpqua Bank (Puyallup, WA)
- Client Service Specialist - Float...and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way ... the first point of contact for most clients, the Client Service Specialists(Teller)play a key role in...offerings and stays current on changes. + Discuss anduncovercustomer's financial needs to identify and offer appropriate products and… more
- CIBC (Chicago, IL)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Client Specialist role is a direct customer facing role. ... and ensuring all docs meet the regulatory requirement. The Client Specialist primary purpose is to ensure... primary purpose is to ensure objectives related to client service and support with CIBC's internal… more
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