- TD Bank (New York, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client ... portfolio, and provides feedback to the team on any accounts that are outside guidelines and/or assigned limits and...spreadsheet reporting + May act as secondary contact for client relationships with regards to account maintenance,… more
- Hackensack Meridian Health (Eatontown, NJ)
- …our mission to transform healthcare and serve as a leader of positive change. ** Client Account Specialist , Team Health** creates and sustain long-term, ... management. **Responsibilities** A day in the life of a ** Client Account Specialist , Team Health**...case managers and other industry related professionals to manage client accounts . + Document all client… more
- Pierce Mattie Communications (New York, NY)
- We are looking for a client acquisition specialist who has experience in the marketing industry. You will play a vital role in expanding our client portfolio ... territory/market's potential, track sales and status reports + Draft client services agreements + Coordinate and manage client...+ Medical, dental, and vision insurance + Flexible spending account + IRA with company match after 1 year… more
- Guardian Life (Holmdel, NJ)
- As a Client Outreach Specialist , you will partner with Guardian General Agencies to help drive referrals and enhance the customer experience through proactive ... existing clients. You will also work to test new client retention and lead generation efforts. **You are** +...+ Dental plan + Vision plan + Health care accounts - flexible spending, health reimbursement, and health savings… more
- Bloomberg (New York, NY)
- Client Quant Developer, Specialist Sales - Bloomberg Financial Solutions **New York, NY** Posted May 10, 2024 - Requisition No. 125207 Bloomberg is a global ... Hong Kong, Singapore, Tokyo and Sydney, and work collaboratively with our Account Management teams, Product Development and R&D teams. **What's the role?** You… 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 ... and provide services, entering service requests into the database, and updating account information. Requirements (include but are not limited to): Acting as the… more
- US Tech Solutions (Jersey City, NJ)
- **JOB DESCRIPTION:** **Responsibilities:** Ops Specialist - Client Account Profile: responsible for ensuring that new accounts are set up properly and ... of their account openings and maintenance. The Client Account Specialist will work...to provide our internal clients with quick and accurate account set-ups. * Set up new accounts ,… more
- Wells Fargo (Red Bank, NJ)
- **About this role:** Wells Fargo is seeking a Divisional Governance Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... assigned, as delegated by Market Administration Management (eg, new account forms, daily order review, etc.) for each branch...extensive research to resolve complex customer issues + Strong client service skills + Strong attention to detail and… more
- US Tech Solutions (Jersey City, NJ)
- …keep them updated on the status of their account openings and maintenance. + The Client Account Specialist will work closely with the Client Service ... are set up properly and maintained effectively on client systems. + The Specialist will develop...to provide our internal clients with quick and accurate account set-ups. + Set up new accounts ,… more
- US Tech Solutions (Jersey City, NJ)
- …keep them updated on the status of their account openings and maintenance. + The Client Account Specialist will work closely with the Client Service ... to provide our internal clients with quick and accurate account set-ups. + Set up new accounts ,...order to minimize risk and exposure. + Provide superior client service. + Communicate as part of a team.… more
- WTW (New York, NY)
- …coverage information is completed in a timely fashion. Provide guidance to the Client Specialist on completion of updated information and applications and ... confirmation of coverage and binders are delivered. Provide guidance to the Client Specialist throughout the binding process, including program subjectivities as… more
- S&P Global (New York, NY)
- …end to end of the trade and settlement lifecycle, while transforming the client experience. As Pre-Sales specialist , you will have responsibility for software ... capital market segments to reduce risk, increase operational Efficiency and enhance client service quality by helping them streamline, optimize and automate their… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half is currently working with a client looking to fill a Billing Specialist position. As the Billing Specialist you will create invoices, ... and send payment reminders. If you are a Billing Specialist with excellent customer service, organizational, and communication skills,...Your responsibilities in this role - Keep all customer account information up to date and manage any problems… more
- Publicis Groupe (New York, NY)
- **Company Description** **Job Description** The Account Management Specialist supports the Sr. Account Manager, Lead/ Account Manager with project ... our clients with exceptional service. In this role, the Account Management Specialist is accountable for the...promotional programs to allow us to maintain and optimize client revenue in an ROI-focused environment, ultimately to help… more
- Aston Carter (Bronx, NY)
- Job Title: AR Collections Specialist Schedule: HYBRID (two day WFH) Description: Embark on an exhilarating opportunity with one of the largest importers and ... fresh produce and specialty foods! As the AR Collections Specialist , you'll thrive in a dynamic role overseeing 500-700...you'll thrive in a dynamic role overseeing 500-700 assigned accounts . Your days will also include highenergy collection calls… 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
- Aston Carter (Bronx, NY)
- Job Title: Accounts Receivable Specialist Job Description The AR Collections Specialist will be in charge of maintaining multimillion dollar aging portfolio ... 500-700 existing customers. This position will report to the Accounts Receivable Manager and will play a critical role...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service. Diversity, Equity & Inclusion At… more
- Turner & Townsend (New York, NY)
- …team at Turner & Townsend is seeking a self-driven, proactive, and detailed oriented Accounts Payable Specialist to assist with all aspects of the AP function. ... knowledge of the full life-cycle accounts payable function. Reporting to the US Accounts Payable Manager, the AP Specialist will provide support to the team… more
- Citigroup (New York, NY)
- …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
- M&T Bank (New York, NY)
- …processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and ... trust terminations. Ensures proper administrative management for accounts under responsibility. **Primary Responsibilities:** + Oversee client relationships,… more