- Charles Schwab (Alpharetta, GA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- Regions Bank (Atlanta, GA)
- …careers section of the system. **Job Description:** At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a broad range ... deposits, consumer credit etc.) to affluent clients. The Private Wealth Management Relationship Specialist will be responsible for rendering an extraordinarily… more
- Indeed (Atlanta, GA)
- …seekers. (*Comscore, Total Visits, March 2024) **Day to Day** As a Senior Client Success Specialist you will communicate directly with advertising agency ... get up to speed and have an impact from day one. + Demonstrate relationship management, churn prevention, and client engagement skills while also understanding… more
- Bank OZK (Mcdonough, GA)
- …minimize errors and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to ... serve as a role model for banking center team members and coach relationship -building activities. + Collaborate effectively with line of business partners to foster… more
- Banc of California (Norcross, GA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member of the HOA Services ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...Organization. This representative will play a key role in client satisfaction and client retention with supporting… more
- Bank OZK (Marietta, GA)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist… more
- First Horizon Bank (Atlanta, GA)
- …**Summary** Provide assistance to the Commercial and Private Banking Relationship Managers. **Key Responsibilities Include** + Provide Commercial Lending Support ... to Commercial Relationship Managers + Review and Fund Loans + Assist...bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client… more
- BlackRock (Atlanta, GA)
- …thinking + Multitasking and time management **Purpose and Scope:** Every day, Client Success Specialists tackles the hardest, most sophisticated problems in FinTech. ... process to provide world-class service to our growing, global client base. Our team members come from different majors...In the process, you will hone technical, industry, and relationship skills. + **Use technology to solve problems** :… more
- Truist (Atlanta, GA)
- …Specialist will partner closely with local teams to: 1) mine existing client base for clients whose relationship would benefit from industry-specific ... and Middle Market relationships managers. Industry Specialists augment the local relationship teams' sales efforts, partner with risk to drive a consistent… more
- NTT America, Inc. (Atlanta, GA)
- …sales teams and by partnering with leading Data Center technology partners. Client Engagement & Relationship Building: + Build trusted executive-level ... day at NTT DATA** The Senior Data Center Sales Specialist role is a seasoned subject matter expert and...primarily pursue, and land qualified leads identified by the Client Management team and other respective teams. The Senior… more
- BlackRock (Atlanta, GA)
- …by role.** **Hybrid Market Leader/Wholesaler** **: responsible for all aspects of client relationship and driving sales through all channels (RIA, Independent, ... solutions to clients and provide exceptional service to clients.** **Alternatives Specialist ** **: responsible for developing client relationships and educating… more
- UMB Bank (Atlanta, GA)
- …banking officers. As the primary contact, you will be a vital part of the client 's relationship to help deliver growth and opportunity by creating a trusting ... As the **Treasury** **Service Specialist ** will support and manage the day-to-day operations...email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify… more
- Bank of America (Atlanta, GA)
- …programs in the technology market. Accountable for all aspects of the client relationship , including overall account strategy, field sales support, capturing ... Sr. Leasing Sales Specialist (Equipment Finance) Charlotte, North Carolina;New York, New...preferably with a large, regulated financial institution + Exceptional client management and relationship -deepening skills + In-depth… more
- Bank of America (Alpharetta, GA)
- …management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client ... Wealth Management Specialist Alpharetta, Georgia **Job Description:** Merrill Wealth Management...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- International Rescue Committee (Atlanta, GA)
- …placements, and other career advancement services. In addition to serving a complex client caseload, the Senior Employment Specialist trains, guides, and mentors ... Requisition ID: req57932 Job Title: Senior Employment Specialist Sector: Employment Employment Category: Fixed Term Employment Type: Full-Time Compensation: USD… more
- Mastercard (Atlanta, GA)
- …and governments realize their greatest potential._ **Title and Summary** Director, Specialist Sales - Open Banking US Market Development Overview Mastercard is ... looking for a talented Director, Specialist Sales to join our team. The position will...cases. A key success driver will be leveraging deep client relationships and capabilities across the overall Mastercard business… more
- BlackRock (Atlanta, GA)
- …content to the Aladdin community, including BlackRock as the largest client . The primary users include investors, risk managers, compliance officials, investment ... management, risk and performance analysis, investment compliance, regulatory reporting, client reporting and beyond. Our **Data Implementation** team of data… more
- Zurich NA (Atlanta, GA)
- Umbrella Excess Casualty Underwriter (Underwriting Specialist or AVP) 119134 Zurich is seeking an experienced Umbrella Excess Casualty Underwriter. The position is ... This role will be filled at either the Underwriting Specialist or AVP, Underwriter level. The hiring manager will...+ Update required systems with details of broker / client visits and account status within specified time frame.… more
- Waystar (Duluth, GA)
- …a strongly preferred + Consistently reliable and account for one's actions + Client and colleague relationship management skills + Verification (quality control) ... now, we are searching for an experienced, driven, detail-oriented Technical Support Specialist to join our rapidly growing Payment Operations team. The primary… more
- City National Bank (Atlanta, GA)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more