- 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 ... retainer in a timely fashion. Review current and new client guidelines; ensure financial systems are updated...management skills with a record of providing excellent customer service . Requires flexibility and ability to manage time, organize… more
- Advisor Employee Services (Austin, TX)
- …5pm Presented by Advisor Employee Services Thank you for your interest in the Client Service Specialist role. Advisor Employee Services , a consulting ... Client Service Specialist Are you looking...support, we would like to talk to you! Our fast-paced financial firm, REAP Financial Group, LLC , in… 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 ... and tailored approach to insurance and risk management. The Surety Client Service Specialist works closely with advisors, line-of-business specialists, and… more
- Sherwin-Williams (Maize, KS)
- Job Description Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams ... products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure… more
- columbiabank (Auburn, WA)
- …for better. About the Role: As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...from the Branch Manager and Assistant Branch Manager, the Client Service Specialist role's primary… more
- Rapid Finance (Bethesda, MD)
- Role: Client Service Specialist (Customer Service ) About Our Company It's not just a job. It's a mission. If you're as passionate as we are about ... grow their businesses. We are seeking to add a Client Service Specialist to provide...environment Bilingual in Spanish is desired but not required Financial services industry experience desired but not… more
- National Indemnity Company (Omaha, NE)
- …provides opportunities for professionals interested in just that. The Client Services Specialist , provides excellent customer service to agents, ... Company Want to work for a company with unparalleled financial strength and stability that offers "large company" benefits...in various systems at the direction of Underwriting and/or Client Services teams. LOSS RUN REQUEST HANDLING:… more
- Waldron Private Wealth (Plymouth, MI)
- …and task oriented individual. This individual will be responsible for assisting the Client Service (CS) department in their effort to provide concierge level ... administrative service for the firm's high net-worth clients. In this...In this role you will: Build and maintain strong client relationships to ensure retention and client … more
- Colliers (Chicago, IL)
- …We're seeking a motivated and ambitious individual to support our Occupier Services team, focusing on client relationship management, transaction coordination, ... such as company and title searches, and property particulars (eg financial , marketing, research). Maintain property listings on various websites, update Brokers'… more
- Safe Harbor Estate Law (St. Paul, MN)
- …we help clients find peace of mind through thoughtful legal planning and support. As Client Intake Specialist (CIS) , you'll be the welcoming voice and guiding ... communication and help uphold our commitment to compassionate, timely, and professional service . Responsibilities Client Intake & Sales Support *Serves as the… more
- iCapital (Stamford, CT)
- …financial instruments Experience with RIA/Wealth management policies, procedures, and client service Experience working with wirehouses or custodians ... About the Role iCapital is looking for a Client Delivery Specialist Associate to join...Software maintenance and setup: System setup and configuration New client setup New financial account and asset… more
- Rincon Family Services (Chicago, IL)
- Job Title: Prevention Services Specialist Department: CSUP Reports to: Prevention Services Director Job Type: Full Time, Salary or Hourly, Non-Exempt Job ... - What the Role Entails: Under the direct supervision of the Prevention Services Director, the Prevention Services Specialist implements an evidence-based… 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 global solutions provider. We are a proud, certified 8a, woman-owned, service -disabled, veteran-owned small business (8a, WOSB, SDVOSB) ignited to redefine the… more
- Vensure Employer Services (Allentown, PA)
- …responsibilities as outlined in our Client Service Agreement with the client and reduce the financial loss in our workers compensation program by ... by visiting www.vensure.com . Position Summary The Loss Control Specialist provides loss control service to clients...mission is to fulfill client service … more
- Global Technical Talent (Oakland, CA)
- …value diverse and inclusive workplaces. Our clients are Fortune 500 banking, insurance, financial services , and technology companies, along with some of the ... with input from a Technical Advisory Committee including industry and client stakeholders. Additionally, the HVAC Technical Specialist collaborates with… more
- Placer County California (Roseville, CA)
- …learn about determining eligibility for, or continuation of, designated and specialized client services programs and their respective benefits; to provide ... emphasis is on learning the basic regulatory and statutory requirements of multiple client services programs. Employees work under guidance and direction to… more
- Logistics Management Institute (Arlington, VA)
- … Members and our allies. Provides day to day advanced analytical and strategic financial and business process support services to the Under Secretary (A&S), ... Overview LMI is seeking a Financial Consultant that supports the Office of the...in digital and analytic solutions, logistics, and management advisory services . We deliver integrated capabilities that incorporate emerging technologies… more
- Colliers (Fort Worth, TX)
- …relationships. *Collaborate with other team members across geographies to deliver exceptional client service and results. *Research and analyze commercial real ... commercial real estate, providing high-quality property valuations. You enjoy providing service excellence to clients and leveraging technology to make yourself more… more
- Urban Resource Institute (New York, NY)
- …individualized strengths-based financial , educational, and housing wellness screening and service plans based on a client 's interests, skills, goals, and ... with onsite partner agencies to streamline service provision through a client -centered lens. Maintain digital records of direct services provided and enter… 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...approval and the issuing of ongoing rental subsidies. Creates client centered service plan based off initial… more
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