- EverBank (Lewisville, TX)
- …questions and referrals while maintaining ownership and one call resolution. + Processes bank account openings, money movement such as wire, Zelle, CD ... work remotely. **Career Level** 3IC **Preferred Qualifications** + Customer Service experience within the Financial Services industry...issues in a timely manner. + Experience processing bank account openings, money movement , Zelle,… more
- JPMorgan Chase (Fayetteville, NY)
- …including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the ... source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare… more
- Bank of America (Pennington, NJ)
- Money Movement Service Representative Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... expectations include referring more complex problems to management. The Money Movement Service Generalist is...movement transactions * Ability to multi-task **Skills:** + Account Management + Adaptability + Customer and Client Focus… more
- Intuit (Plano, TX)
- …of Account Receivable and Account Payable processes related to money movement + Strong analytical, planning and problem-solving skills with a deep ... Overview The Sales Manager 1 in Merchant Services will be responsible for driving revenue growth...possess a deep understanding of payment processing, exceptional customer service skills, and the ability to coach, mentor, and… more
- Robert Half Finance & Accounting (New York, NY)
- …* Provide back-up support to the Manager of Client Services , including account opening, money movement and client inquiries Requirements Requirements: * ... Description Robert Half Financial Services are recruiting for a Wealth Planning Analyst...the Senior Advisors, providing comprehensive and holistic financial planning services to the clients. This role is internally focused… more
- Aston Carter (Miami, FL)
- A large company is looking for a Money Making Specialist. Main responsibilities: + Process banking reports for returned transactions (NSF, ISF, closed accounts, ... incorrect ABA/ account numbers, uncollected funds). + Provide management with Collection...Staffing(R) double diamond winner for both client and talent service . Diversity, Equity & Inclusion At Aston Carter, diversity… more
- Insight Global (Birmingham, AL)
- …to client service calls, emails and texts in a friendly manner * Track account openings and money movement and resolve any issues promptly and ... ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by… more
- Morgan Stanley (Sandy, UT)
- …inbound customer inquiries toassistcustomers with account related requests such as money movement , account updates, and trade requests. * Following ... Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our...up with customersregardingoutstanding account related items. * Participating in continuing education and… more
- M&T Bank (Radnor, PA)
- …sales reports. + Process more complex client transactions such as cash disbursements, money movement , account maintenance, problem resolution and escalation, ... and the retention and expansion of existing client relationships. + Complete new account opening, collect AML (Anti- Money Laundering), BSA (Bank Secrecy Act) and… more
- Catholic Health Initiatives (Chattanooga, TN)
- …you and your family: On-site childcare with extended hours Care@Work premium account for additional support with children pets dependent adults and household needs ... direct supervision of the COO, assists in the installation, movement , set up and adjustments for the hospital and...of the customer's problem. Looks for ways to improve service and introduce new work procedures that save time,… more
- TIAA (Frisco, TX)
- …with operational and trading responsibilities. **Key Responsibilities and Duties** + Initiates money movement requests and/or processes account opening ... industry; specifically in Brokerage operations + Bachelor's Degree + Experience processing money movement requests, account transfers, and/or account … more
- Intuit (Atlanta, GA)
- …of Account Receivable and Account Payable processes related to money movement + Demonstrated capability in managing a large pipeline of prospects ... to the success of our customers in the merchant services domain. We pride ourselves on being more than...cutting-edge technology and collaborative teamwork, aimed at putting more money in our customers' pockets and enabling confident financial… more
- Bank of America (Pennington, NJ)
- …performing TIRA account maintenance, TIRA account opening processes, and TIRA money movement and tax related transactions. May be asked to participate in ... Trusteed Individual Retirement Accounts (TIRA) to ensure accurate and efficient account / relationship level client service . Coordinates information and… more
- JPMorgan Chase (Charlotte, NC)
- …for clients and internal partners; performs high-risk callbacks for money movement , signer and security administrator changes and account and product ... Client Support Group ("CSG") is part of the Specialty Services pillar within the Global Practices Leadership team. Specialty...the client-facing intake support for fraud calls. As an Account Manager I within the Client Support Group, you… more
- Citizens (Springfield, IL)
- …for accurately processing daily business which includes, but not limited to, money /asset movement , account opening, closing and maintenance, margin ... Description The Private Wealth Service and Support Specialist is responsible for providing...5+ years of previous experience working in the financial services industry, encompassing experience with complex investment products including… more
- JPMorgan Chase (New York, NY)
- …We play a critical role in the infrastructure and capabilities that enable global money movement , working with a wide range of product, line of business ... **Business Description** **J.P. Morgan Payments Liquidity and Account Solutions** is a leading provider of domestic...+ Background - 3+ years of experience within Financial Services . Bachelor's degree in Business, Finance, Economics, or other… more
- Bank of America (Boston, MA)
- …and fulfillment + Interact with client to complete necessary transactions (eg, deposits, money movement , transfers, etc.) & account maintenance + Manage ... meet day-to-day inquiries from the client. The PBA manages the execution of client service activities such as initiating and monitoring account opening and asset… more
- System One (Pittsburgh, PA)
- …Hub project that will enhance how we can communicate to the customer for different money movement transactions, new account onboarding , account status ... Skills: * Verbal and written communication skills, problem solving skills, customer service and interpersonal skills. * Ability to work independently and manage ones… more
- Atria Wealth Solutions (Houston, TX)
- … or related field. + Working knowledge of pertinent regulations around client account information and funds movement + Excellent organizational skills and ... and independent financial professionals with a sophisticated set of tools, services , and capabilities that deepen client relationships and maximize efficiencies in… more
- Thrivent Financial (White Bear Lake, MN)
- …investment and insurance accounts, running investment and insurance illustrations, executing money movement transactions, assisting in data gathering and ... are the two lead financial advisors that own the business. They have combined service of 33 years of direct financial services industry experience. We take… more