• Brokerage Operations Customer…

    Motion Recruitment Partners (Salt Lake City, UT)
    Brokerage Operations Customer Service Specialist Salt Lake City, UT **Hybrid** Contract $32.31/hr - $36.41/hr Outstanding long-term contract opportunity! A ... well-known Financial Services Company is looking for a Customer Service Specialist in Salt Lake City, UT...2-year Window so it may be re-activated quickly). + Brokerage Operations Experience. + Customer Service Experience.… more
    Motion Recruitment Partners (04/27/24)
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  • Specialist , Brokerage

    Charles Schwab (Westlake, TX)
    …calls, emails, chat and letters. This position is responsible for answering all client service and trading inquiries, as well as complex transactions and ... or assist other areas of RBS as needed. **Responsibilities:** + Provide World Class client service via phone, email and chat, while establishing and cultivating… more
    Charles Schwab (04/06/24)
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  • Brokerage & Insurance Support…

    Fifth Third Bank, NA (Cincinnati, OH)
    …and internal requirements are being satisfied. + Serve as a resource to the field for client service questions on product set noted above. + The Product Support ... and the like. + Extended viewing of CRT screen. #LI-JS1 Brokerage & Insurance Support Specialist LOCATION -- Cincinnati, Ohio 45202 Fifth Third Bank, National… more
    Fifth Third Bank, NA (03/29/24)
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  • Sr. Specialist , Operations…

    Charles Schwab (Omaha, NE)
    …transform the finance industry together. If you're passionate about providing world class client service and are seeking an opportunity where you're empowered to ... is the role for you! As a Personal Choice Investment Services (PCIS) Operations Specialist , you will provide superior service to our Third Party Administrators… more
    Charles Schwab (04/20/24)
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  • ECMO Brokerage Case Advisor - VMO

    ManpowerGroup (Charlotte, NC)
    ** Brokerage Account Specialist ** **Are you a customer service champion with a passion for helping people?** **Do you have a strong understanding of financial ... **Schedule:** Hybrid (M-F, 7am-6pm) Pay rate: $27-32/hour. **Responsibilities:** + Address brokerage complaints from CLIENT 's customers. + Conduct thorough… more
    ManpowerGroup (04/25/24)
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  • VMO - ECMO Brokerage Case Advisor

    ManpowerGroup (Salt Lake City, UT)
    ** Brokerage Account Specialist ** **Are you a customer service champion with a passion for helping people?** **Do you have a strong understanding of financial ... MO** as ** Brokerage Account Specialists** . **Responsibilities:** + Address brokerage complaints from CLIENT 's customers. + Conduct thorough investigations… more
    ManpowerGroup (04/20/24)
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  • Client Experience Specialist - US…

    Anywhere Real Estate (Chandler, AZ)
    Specialist - US Based Remote** South Ogden Utah **Job Description** The Client Experience Specialist is a service minded professional who manages ... applicable systems while providing continuous updates to the agent, client and third parties. + Serve as all deal...with all parties involved in the transaction. + Prioritize service to the agent and all parties with a… more
    Anywhere Real Estate (04/23/24)
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  • Surety Client Service

    WTW (Hartford, CT)
    **The Surety Client Services Specialist performs the essential functions related to the servicing and retention of commercial surety accounts. These associates ... within our Surety Practice. Attention to Willis Towers Watson service standards related to quality, attention to detail and...are not limited to:** + Ability to place new client business with markets and establish client 's… more
    WTW (04/27/24)
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  • Commercial Lines Client Account…

    HUB International (St. Paul, MN)
    …outlines and marketing of emergent and renewal coverage requests. + Ensure all client service needs are promptly and professionally delivered at or before ... to assist you along your career development path. As a **Commercial Lines Client Account Specialist ** , you will provide professional, courteous account… more
    HUB International (04/04/24)
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  • Divisional Governance Specialist

    Wells Fargo (San Francisco, CA)
    …transactions and perform extensive research to resolve complex customer issues + Strong client service skills + Strong attention to detail and accuracy skills ... Wells Fargo is seeking a Divisional Governance Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and… more
    Wells Fargo (04/27/24)
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  • Group Benefits Client Support…

    Henderson Brothers Inc. (Pittsburgh, PA)
    …relief, flexible work schedules, paid holidays POSITION DETAILS Expect your typical day as a Client Service Specialist in our Group Benefits department to be ... POSITION SNAPSHOT + Title: Client Support Specialist + Department: Group...large employer book of business, maintain proactive and heroic service to meet the needs of the client more
    Henderson Brothers Inc. (03/08/24)
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  • Client Relationship Specialist

    Charles Schwab (Santa Barbara, CA)
    …us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your ... may be the opportunity for you. **What you have** 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Fluent in the Mandarin/Cantonese… more
    Charles Schwab (04/24/24)
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  • Senior Client Outreach Specialist

    Guardian Life (Pittsfield, MA)
    …self-motivated individual to join our Client Outreach team. As a Senior Client Outreach Specialist , you will partner with Guardian General Agencies to help ... clients. You will also work to test our new client retention and lead generation efforts! **You are** +...help drive sales and service clients + Service Park Avenue Securities accounts including brokerage more
    Guardian Life (03/29/24)
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  • Client Relationship Manager, Group Health…

    HUB International (Midlothian, VA)
    …analysis, based on availability from carrier. + Responsible for implementation of Client Service Plan calls/quarterly meetings, mid-year reports, as deemed ... individual will be responsible for assisting the Producer with client relations and service , sales, and administrative...working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC. + Proficient in the use of… more
    HUB International (04/04/24)
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  • ECMO Customer Service Specialist 2…

    ManpowerGroup (St. Louis, MO)
    **Job title:** Brokerage Account Specialist Experis is seeking a ** Brokerage Account Specialist ** to join our team to work with our leading financial ... Partner to help you achieve your career goals **Responsibilities:** + Address brokerage complaints from client 's customers. + Conduct thorough investigations and… more
    ManpowerGroup (04/25/24)
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  • Investment Service Specialist

    BMO Financial Group (SD)
    … experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions related to ... 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist 's primary responsibility is to provide...the client to uncover opportunities -Provide comprehensive client service and account management to clients,… more
    BMO Financial Group (04/17/24)
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  • Customer Service Specialist

    Randstad US (Charlotte, NC)
    customer service specialist . + charlotte , north...the Big Four Banks in the United States? Our client is a Fortune 500 Financial Services Company and ... they are hiring a Customer Service Specialist to work in their Charlotte...and technical support. + Work with Customers to address Brokerage Complaints. + Identify opportunities for process improvement within… more
    Randstad US (04/17/24)
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  • Client Operations Specialist

    Zengistics (Austin, TX)
    …transforming the industry. We are a technology-enabled third-party logistics (3PL) brokerage run by passionate industry experts. Our strong financial backing and ... industry. Utilizing our innovative transportation management software, we consistently deliver world-class service and peace of mind to our customers. As a key… more
    Zengistics (01/31/24)
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  • Investment Product Sales Specialist (Remote…

    Equitable (Charlotte, NC)
    …meetings / occasional participation in conferences and other events + Products and service support (advisory and brokerage accounts - including mutual funds, ... Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location**...events. The products and services supported are advisory and brokerage accounts - including mutual funds, equities, fixed income,… more
    Equitable (03/21/24)
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  • Interagency Billing Specialist

    HUB International (Chicago, IL)
    …School diploma or equivalency is required. 3 to 5 years of client service expense in the insurance brokerage industry, including performing client ... + Daily management and resolution of interagency billing requests submitted by client service teams + Develop and maintain positive business relationships… more
    HUB International (03/08/24)
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