- Advantage Solutions (Minneapolis, MN)
- **Summary** **Key Account Support Specialist ** As a Key Account Support Specialist , you will play a pivotal role in driving client success. Your ... process to customers. You will work closely with Key Account Managers ("KAMs") to manage client business...Strategize on how to maximize marketing spend to achieve client 's financial goals. + Review marketing schematics… more
- Bloomberg (New York, NY)
- Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency ... to the financial markets. Our customers around the globe rely on...Singapore, Tokyo and Sydney, and work collaboratively with our Account Management teams, Product Development and R&D teams. What's… more
- Woodforest National Bank (The Woodlands, TX)
- …one of the largest employee-owned banks in the country! The Commercial Banking Account Specialist I is responsible for providing Business and Commercial Banking ... **Job:** **Lending* **Organization:** **Texas - Houston* **Title:** *Commercial Banking Account Specialist I* **Location:** *Texas-The Woodlands* **Requisition… more
- Atria Wealth Solutions (Houston, TX)
- … relationships and maximize efficiencies in their practices. We are looking for an Account Specialist to join our amazing tech team. To achieve success this ... on delivering a clear path to the future of financial advice for financial professionals, financial...is responsible for the review to determine if new account information received is in good order and processing… more
- Commerce Bank (Kansas City, MO)
- …building and customer satisfaction across a variety of payment platforms. The Account Specialist must have strong oral and written communication skills, ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...detail oriented, and employ necessary follow up skills. The Account Specialist must also maintain the ability… more
- The Hartford (San Francisco, CA)
- …sounds like you, then you've landed in the right place. The Construction Account Specialist (CAS) provides Risk Engineering services for all assigned ... analysis) and controls and provide underwriters and agents with direction to improve account conditions and lessen financial exposure. + Work to understand the… more
- CH Robinson (Eden Prairie, MN)
- …late Spring/Summer of 2025 and is designed for junior/senior year undergrad students.** Customer Account Specialist Intern Are you ready to launch your career in ... account management? Join us as a Customer Account Specialist intern at CH Robinson, where...business growth, and delivering exceptional service to our diverse client base. Throughout the program, you will gain real-world… more
- Bank of America (Phoenix, AZ)
- Account Specialist Phoenix, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Commerce Bank (Kansas City, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Account Specialist - Merchant job and contemplates a wide range of factors ... of systems, data management, quality problem resolution, high level productivity, and client meeting participation + Partner with Account Managers to support… more
- City National Bank (Newark, DE)
- *COMMERCIAL CARD ACCOUNT SPECIALIST * WHAT IS THE OPPORTUNITY? The commercial card account specialist is responsible for the day to day administrative ... service and facilitate training directly with clients * Assist client in completing the following online platform tasks and...City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services… more
- Xerox (Lincoln, RI)
- Client Support Specialist **General Information** Press space or enter keys to toggle section visibility City Lincoln, Pawtucket, Providence, Warwick ... Business Systems, a Xerox Company, is seeking a full-time, dedicated, customer service-oriented Client Support Specialist to be on-site in support our Healthcare… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... openings and funding's. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support… more
- West Pharmaceutical Services (Exton, PA)
- Sr. Technical Account Specialist , TCS Requisition ID: 65963 Date: Nov 7, 2024 Location: Exton, Pennsylvania, US Department: TCS Description: At West, we're a ... benefit programs, we empower the physical, mental, emotional and financial health of our team members and their families....West's functions: + Be an active part of the Account Team + Build strong network and relationship with… 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
- Citigroup (Tampa, FL)
- …primary contact for operational service-related escalations and in conjunction with the Client Executive (CE), will be responsible for ensuring that Citi is ... delivering a best in class client experience. The successful candidate will typically be assigned... management. It is within the remit of the Account Manager role to act as an advocate for… more
- AIG (Houston, TX)
- …with underwriting, broker, and client + Analyze and manage risk improvements of an account and work with the client to prioritize and implement them + Create ... we are reimagining the way we help customers to manage risk. Join us as an Account Risk Engineer - Oil & Petrochemical and Chemical to play your part in that… more
- Motion Recruitment Partners (Charlotte, NC)
- Capital Markets Client Onboarding Specialist Charlotte, NC **Hybrid** Contract $46.84/hr - $52.78/hr Outstanding long-term contract opportunity! A well-known ... Services Company is looking for a Capital Markets Client Onboarding Specialist in Charlotte, NC (Hybrid)....Negotiation Team and Operations. + Submit requests for all account opening / new client onboarding requests.… more
- Broadridge Financial Solutions (Coppell, TX)
- …along the way, come join the Broadridge team. Broadridge is hiring! Were seeking a Client Support Specialist to join our stellar team! You will have the ... their business in an efficient and timely manner. The Client Support staff greatly impacts overall client ...1) Support of other Broadridge departments, such as Project Specialist , Account Management and Level 2 &… more
- Umpqua Bank (Santa Rosa, CA)
- …of customer account transactions quickly, accurately, and confidentially. A client service specialist also provides an exceptional banking experience to ... Client Service Specialist I Retail Banking...existing products and services. + Discuss and access customers' financial needs to identify and offer appropriate products and… more
- Citigroup (Tampa, FL)
- Account Specialist in Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly ... are met. Citi Community Capital (CCC) provides a suite of financial products to help affordable housing developers construct, rehabilitate, refinance, and… more
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