- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who... services to best meet the objectives of each client . As a Client Specialist within ... and counsel, market and sell JPMorgan Chase wealth management services , and ensure the client 's wealth needs...+ Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures +… more
- JPMorgan Chase (New York, NY)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or ... more Client Managers and serve as a contact point for...You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial… more
- Publicis Groupe (New York, NY)
- **Overview** **How You'll Make an Impact** The Client Service Specialist will work across a portfolio of brands to develop growth strategies and ... hybrid role based in New York City_ . The Client Service Specialist report to...e-commerce strategies are aligned with overall business strategy. The Client Services Specialist will work… more
- JPMorgan Chase (New York, NY)
- …years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred ... Specialist to help support a team that is dedicated to delivering unparalleled service . As a Client Experience Specialist in the Firm's Consumer and… more
- CityVet (Smithtown, NY)
- …and create a welcoming environment for all. Make pet care your purpose The Client Service Specialist (CSS) serves as the clinics primary point ... whether that is on the phone or face-to-face. It is the job of the Client Service Specialist to ensure a pleasant client experience and to build… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field ... teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists,… more
- JPMorgan Chase (New York, NY)
- JP Morgan Private Client is more than a financial services...JP Morgan Chase. As a Vice President focused on Client Service Training and Coaching for JP ... you will support the strategy and execution of a Client Experience Specialist (CES) center of excellence...matter expertise in the affluent wealth market, hospitality or client service + Knowledge of affluent market… more
- Charles Schwab (Paramus, NJ)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... will champion your growth in the financial services industry. You'll play a critical role in the...**What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous… more
- City of New York (New York, NY)
- … Services office, call center and the DTR Portal. Your Role: As a Client Services Specialist in the Division of Tenant Resources, you are expected ... to perform customer service functions that provide essential services to...HUD Rules and Regulations. Key Responsibilities: - Respond to client calls, providing accurate and satisfactory answers to their… more
- ABC Imaging (New York, NY)
- …and Shanghai. One Stop Solution. Job Description We are hiring for an on-site Client Relations Specialist at our New York location, who can provide exemplary ... service to our clients' creative staff. Our ideal candidate...expectations. + Performs supplemental digital graphic or print design services such as proof client artwork, edit… more
- Anywhere Real Estate (New York, NY)
- The ** Client Experience Specialist ** is a service -minded professional who manages all non-licensed aspects of the transaction, from contract to close, to ... efficient, and accurate manner. + Collaborate closely with agent services department, agents and/or other third parties to ensure...with all parties involved in the transaction. + Prioritize service to the agent and all parties with a… more
- Indeed (Stamford, CT)
- …for job seekers. (*Comscore, Total Visits, March 2025) **Day to Day** As a Client Activation Sales Specialist in our Scaled Business Success (SBS) team, you'll ... consult with clients through phone and email to define client needs and present opportunities to help them be...help them be successful in using Indeed's products and services . **Responsibilities** + Proactively reach out to new clients… more
- Santander US (New York, NY)
- …required KYC documentation and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with Front Office to ... Sr. Specialist , Client Lifecycle Management Country: United...experience: - Required. + 3+ Years Experience in financial services preferably in a client facing operations… more
- Assured Environments (New York, NY)
- Client Solutions Specialists are responsible for overseeing client and service relations during the evening portion of the working day. They maintain ... client relationships by responding to inquires and requests in...with various departments and technicians to schedule and provide services , entering service requests into the database,… more
- Indeed (Stamford, CT)
- …Total Visits, March 2025) **Day to Day** + Provide high quality, fan-generating service and leads for all assigned accounts. + Accountable for book of business, ... sales collaboration. + Collaborate with a manager, a team lead and senior client success specialists to achieve team goals and contribute to results. + Mentor… more
- Indeed (Stamford, CT)
- …clients to optimize current products + Promote additional Indeed products & services and demonstrate the return on investment + Meet assigned quarterly goals ... including revenue and conversion + Deliver great client experiences and outcomes so clients are retained +...adoption is high **Skills/Competencies** + 1+ years experience in Sales/ Service with proven influencing & sales skills + Proven… more
- UNUM (New York, NY)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... join Team Unum today! **General Summary:** General Summary The Client Development Specialists role is instrumental to the success...of the Unum US or Colonial Life product and service portfolio preferred + Solid growth and sales orientation… more
- WTW (New York, NY)
- …and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ... Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist ) on escalations + Gather...information working in collaboration with the Client Specialist + Responsible for coordination of all service… more
- JPMorgan Chase (New York, NY)
- …Product Strategy, and Account Management, to promote business growth and deliver superior client service . **Key Responsibilities:** + Act as a key representative ... client assets for institutions and team member investors worldwide. In this client -facing Investment Specialist (IS) role, you will represent our strategies… more