- Banc of California (Santa Ana, CA)
- …Branch Banking, Business Banking & Private Banking, Call Center and Loan Servicing teams with customer service issues and back-office procedures related to shared ... goals and values accordingly. Supports general internal & external client services such as responding to inquiries and emails....as paid parental leave and family support solutions including care options for your family. + **Paid Time Away:**… more
- Truist (Orlando, FL)
- …authority limits, with empowerment to approve transactions up to $10,000. 2. Deliver care through exceptional client service and distinctive client ... Truist Purpose, Mission and Values. 3. Research and resolve client requests to Care Center, branches and...that require the application of multiple specialties (eg, business care , card, loan servicing ). 4. Implement a… more
- Truist (Orlando, FL)
- …or equivalent education and related training or experience 2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.) 3. ... issues accurately, to ensure timely follow up and resolution. Servicing specialists act as client advocates to...activities may change from time to time. 1. Deliver care through exceptional client service and create… more
- PNC (Walnut Creek, CA)
- …partners throughout the Bank. CSSs assists the deal team with providing superior client servicing , loan fulfillment and data integrity. They communicate directly ... opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking...partners and may act as an escalation point for client implementation and servicing issues. + Initiates,… more
- PNC (Cleveland, OH)
- …and have an opportunity to contribute to the company's success. As a Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based ... and may act as an escalation point for complex client implementation and servicing issues. + Initiates,...with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care ; adoption,… more
- PNC (Denver, CO)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Commercial Banking organization, you will ... and may act as an escalation point for complex client implementation and servicing issues. + Initiates,...with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care ; adoption,… more
- WTW (Hartford, CT)
- …Together, we unlock potential. Learn more at **wtwco.com** . **Description** Assistant Client Services Specialists - Surety Are Integral Members Of Our Account ... **The Role** In This Role You Will Be Responsible For The Day-To-Day Servicing Of Surety Clients. This Will Involve Building Relationships And Working Closely With… more
- UMB Bank (Leawood, KS)
- …to Private Wealth Management clients Role Specific Job Duties: * Primarily focused on servicing lower value client segments Function Specific Job Duties: * Serve ... Business Review Committee * Ensure all minimum standards of care are met across all client relationships...standards of care are met across all client relationships assigned, and that there is sufficient meeting… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service-related needs of a JP Morgan Advisor's client . This role is ... responsible for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with Financial… more
- NBT Bank (Rochester, NY)
- …$28.83 Deliver client service for daily record-keeping, administration and servicing of assigned his/her book of business to promote revenue growth, productivity ... day contacts. + 30% Daily report monitoring and management, document pertinent client communication and provide internal and external project management support. +… more
- TEKsystems (Tucson, AZ)
- …upon direct hire) $19 an hour for bilingual About the Role: We're hiring Client Services Specialists to join a high-volume call center team supporting customers with ... + Process mail correspondence and calculate loan payments + Deliver excellent customer care with professionalism and empathy What We're Looking For: Must-Haves: + 2+… more
- AON (New York, NY)
- …will be based out of our New York City office. Your Impact as an Account Specialist The Account Specialist handles key Aon processes that serve clients. You are ... responsible for helping manage client relationships, for the internal processes and communication that...Executive and the Brokers. Job Responsibilities: + Performs account servicing functions including miscellaneous office duties in support of… more
- Medtronic (Dayton, OH)
- …compassionate world. **A Day in the Life** As a **Senior Operating Room Sales Specialist ** (Sales Rep III), you will promote the Acute Care Monitoring's capital ... respiratory surgical complications. As a goal-driven Operating Room Sales Specialist , you are the primary person responsible for driving...respiratory surgical complications to the Operating Room area of care , as well as the C-Suite level of a… more
- Needham Bank (Needham, MA)
- …Bank customers and communities via the Customer Care Center channel. A Customer Care Center Specialist will advise, advocate and deliver on the service and ... problems and provide information on products and services. Customer Care Center Specialist should anticipate needs and...of bank products such as deposit, card products, loan servicing and mobile and online banking. + Complete general… more
- Charles Schwab (Phoenix, AZ)
- …+ Deliver detailed responses to questions, offering alternatives and ensuring an excellent client experience + Handle inbound and outbound servicing phone calls ... next step in our UHNW evolution. The UHNW Sr. Specialist , Bank Operations applies knowledge skills and experience to...to day account open and account maintenance support, lending servicing , and lending operations for Schwab's Ultra High Net… more
- Huntington National Bank (Columbus, OH)
- … interactions. Duties and Responsibilities: + Provide prompt, courteous, and accurate servicing through phone-based client interactions. + Deliver an engaging ... Description Summary: The National Advice Center (NAC) Service Specialist II serves support specialist for...client experience to effectively take care of our client 's financial and service… more
- Charles Schwab (Austin, TX)
- …Cash Operations' goal is to meet the needs of RBS by providing superior client service as it relates to the processing of incoming and outgoing cash activity ... regulatory code 408b2 and 5500 Schedule C reporting. Additionally, we execute Shareholder Servicing Payments (SSP) to our clients. As an Operations unit with a… more
- JPMorgan Chase (Tempe, AZ)
- As a Specialist II within Auto Origination Business Operations, you will be responsible for processing transactions which can include moderately complex tasks. You ... such as funding inquiries and transaction disputes, providing a positive client experience. + Utilize automation technologies to optimize transaction processing and… more
- S&P Global (Dallas, TX)
- …volume and complex processing of all core post-trade services. These include asset servicing , securities and cash processing, and post trade analytics. Our team of ... from offices in Dublin, New Delhi (Gurgaon), Singapore and Dallas. The Product Specialist provides support and consultancy services to our clients for resolution of… more
- JPMorgan Chase (New York, NY)
- …client assets for institutions and team member investors worldwide. In this client -facing Investment Specialist (IS) role, you will represent our strategies ... across various client types and investment wrappers. You will collaborate with...financial services industry. + Proven experience in pitching and servicing institutional mandates. + Demonstrated ability in project management… more
