- Truist (Lexington, SC)
- …or bottom of this page. You'll be required to create an account or sign in to an existing one.** Need Help? (https://www.brainshark.com/bbandt/careers-site-faq) _If ... and quality standards, including updating and maintaining information in the client management system. 2. Escalate issues of increased complexity, according to… more
- Truist (Arlington, TX)
- …to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up ... and resolution. Servicing specialists act as client advocates to track client complaints and...Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent… more
- AON (Fort Washington, PA)
- …in the insurance industry. How this opportunity is different Overall, an Account Specialist I play a crucial role in client onboarding and retention. The ... ensure their coverage aligns with their risk exposure and financial goals, making recommendations for adjustments or enhancements as...this opportunity is different Overall, an Account Specialist I play a crucial role in client… more
- Bloomberg (San Francisco, CA)
- Client Quant Developer, Specialist Sales - Bloomberg Financial Solutions **San Francisco, CA** Posted May 10, 2024 - Requisition No. 125208 Bloomberg is a ... global leader in business and financial information, news and insight, and we use innovative...Singapore, Tokyo and Sydney, and work collaboratively with our Account Management teams, Product Development and R&D teams. **What's… more
- Randstad US (Johnston, RI)
- …client is a Fortune 500 Financial Services Company and they are hiring an Account Setup Specialist to join their team in Johnston. As an Account Setup ... account setup specialist . + johnston ,... account setup specialist . + johnston , rhode island + posted...career with one of the oldest and largest Financial Institutions in the United States? Our … more
- NCR Atleos (Frisco, TX)
- … financial institutions and retailers across the globe. **Job Title** : Account Specialist **Location:** Frisco, TX (hybrid) **Position Summary** The ... Account Specialist role is responsible for the overall health and...relationship types in databases + Perform regular audits on financial and personal account data + Assign,… more
- BlackRock (Princeton, NJ)
- **About this role** BlackRock's SMA Solutions business is seeking a Separately Managed Account (SMA) Portfolio Specialist to work within the dynamic and ... all SMA distribution channels. + Research and resolve individual account discrepancies to ensure a consistent client ...basis. + Assist the Team with handling significant new account growth. + Provide basic financial market… more
- Randstad US (Atlanta, GA)
- temp account receiveable specialist . + atlanta , georgia + posted july 3, 2024 **job details** summary + $24 - $25 per hour + temporary + associate degree + ... category business and financial operations occupations + referenceAB_4565523 job details Are you an experienced Accounts Receivable Specialist with a knack for… more
- JPMorgan Chase (Jersey City, NJ)
- …to deliver tailor-made product solutions that meet clients' needs. As a Product Solutions Specialist in Liquidity & Account Solutions, you are an integral part ... of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Payments Sales and Coverage. You… more
- Commerce Bank (Kansas City, MO)
- …seasoned wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals. ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...of Commerce Bank. About This Job The Middle Office Account Support Specialist is a primary point… more
- Intuit (GA)
- …expertise to drive revenue growth, enhance merchant processing capabilities, and ensure client satisfaction. Position Purpose:As a Key Money Specialist , your ... may require quarterly travel Join a pioneering team within a leading financial services organization, specializing in merchant services. Our commitment to customer… more
- City National Bank (Newark, DE)
- **NEW ACCOUNT SERVICES SPECIALIST SENIOR** **WHAT IS THE OPPORTUNITY?** This position will work closely with various departments throughout the bank to assist ... to risk, legal, and other regulatory matters + Process account closures, update client record with proper...City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services… more
- City National Bank (Newark, DE)
- **NEW ACCOUNT SERVICES SPECIALIST SENIOR** **WHAT IS THE OPPORTUNITY?** This position will work closely with various departments throughout the bank to assist ... + Opens and maintains new accounts. Provides accurate information requested by client . Explains and reviews all account documentation and assumes responsibility… more
- S&P Global (Dallas, TX)
- …loan market, and Software as a Service (SAAS) technology. + As a Specialized Account Specialist , you are expected to support our clients and the business ... WSO (Wall Street Office) provides real-time access to our client 's portfolio and reporting insights for active asset management...this position, you will gain exposure to an exciting financial market and interact daily with our clients of… more
- Thrivent Financial (Minneapolis, MN)
- …amount of insurance coverage, general financial planning questions and account servicing requests. The Client Engagement Specialists primary role will ... The primary role of the Client Engagement Specialist is to deepen...deliver on its promise for all clients to achieve financial clarity as the Thrivent Guidance Team begins to… more
- First Horizon Bank (Metairie, LA)
- …: On site at location listed in job posting. **Summary** The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a ... building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance ...clients and in compliance with regulatory procedures * Reviews client account activity on a daily, weekly,… more
- JPMorgan Chase (Plano, TX)
- …customers get access to experts who can further help if needed. As a Home Lending Account Specialist on the Customer Service Team, you will be the primary point ... Home Lending Account Specialists deliver exceptional service by handling incoming...be the face of the Chase brand, delivering exceptional client service by assisting our customers throughout their mortgage… more
- ManpowerGroup (Minneapolis, MN)
- **Brokerage Account Specialist - MUST HAVE Current Series 7 License** **Are you a customer service champion with a passion for helping people?** **Do you have a ... strong understanding of financial markets and regulatory requirements?** If so, we want...If so, we want to hear from you! OUR CLIENT is seeking **10** motivated individuals to join our… more
- EverBank (Irvine, CA)
- **Commercial Client Services Specialist ** The Commercial Client Services Specialist is responsible for delivering exceptional customer service and ... through superior industry, product and service knowledge, personalized service, and ensuring client satisfaction during and after the account onboarding process.… more
- Rapid Finance (Bethesda, MD)
- …grow their businesses. We are seeking to add a Client Service Specialist to provide excellent support and account management to our merchants/partners with ... Role: Client Service Specialist (Customer Service) About...streamline our internal funding process. + Maintain and update client information, fax or email account statements,… more