- Morgan Stanley (Tempe, AZ)
- …Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client /IO Reporting. The Client Relationship Specialist will ... provide world-class customer service to our institutional client base. The Client Relationship ...allow them to interact with Investment Officers, Morgan Stanley Fund Services, outside Custodians, Funds , and clients.… more
- Umpqua Bank (San Rafael, CA)
- Client Service Specialist II Retail Banking Group San Rafael, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist also provides an exceptional banking experience… more
- Umpqua Bank (Lakewood, WA)
- Client Service Specialist I Retail Banking Group Lakewood, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our… more
- Umpqua Bank (Ritzville, WA)
- Client Service Specialist I Retail Banking Group Ritzville, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our… more
- Marrakech, Inc. (Woodbridge, CT)
- Client Funds Specialist Woodbridge, CT 06525, USA Req #1941 Thursday, June 20, 2024 The vision of Marrakech Inc. is that each person we serve will live and ... family, friends and acquaintances for their individual qualities and contributions. 444 - Client Funds Specialist SUMMARY We are looking for a Client … more
- US Tech Solutions (Jersey City, NJ)
- …responses to internal and external clients. * Work closely with the client , Client Service teams, Funds Transfer, Fund Accounting and Transfer Agents to ... **JOB DESCRIPTION :** **Hybrid** Client is currently recruiting Junior Client Reporting Specialist to join our Service Delivery Reporting Hub. In this role… more
- Citizens (Johnston, RI)
- …states and the District of Columbia. The role of Wealth Management - Brokerage Client Service Specialist provides candidates with an introduction into the world ... for opening/maintaining brokerage accounts, performing trades for equity/fixed income/mutual fund clients and assisting clients with money movements. Candidates will… 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 ... through their ongoing relationship with Bloomberg. **Our team:** Quantitative investment funds have grown exponentially over the last decade and Bloomberg is… more
- First Horizon Bank (Charlotte, NC)
- …as disbursement of funds and extension of new loans. + Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes ... On site at location listed in job posting **SUMMARY** Commercial Client Specialists support our Commercial Bankers in delivering concierge banking service… more
- First Horizon Bank (Coral Gables, FL)
- …Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans + Assist with maintaining Relationship Managers portfolios - clear ... bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client... client overdrafts + Approve and process commercial client 's withdrawals on lines of credit + Communicate with… more
- First Horizon Bank (Cleveland, TN)
- …Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans + Assist with maintaining Relationship Managers portfolios - clear ... bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client... client overdrafts + Approve and process commercial client 's withdrawals on lines of credit + Communicate with… more
- Raymond James Financial, Inc. (Indianapolis, IN)
- …of institutional clients, including Fortune 500 corporations, large public pension funds , Taft-Hartley plans, health care organizations, and a variety of ... a mission to provide the highest quality investment management expertise and unmatched client service in all product areas over the long-term. We currently have an… more
- S&P Global (Dallas, TX)
- …provides Enterprise Data Management solutions for banks, asset managers, hedge funds , insurance companies, software companies and treasury functions in large ... institutions. With offices in EMEA, North America, APAC and India, EDM has a global reach and increasingly clients require work to be carried out remotely from their main office. **Responsibilities and Impact:** Primary duties will be 2nd line support… more
- REMOVERY LLC (Houston, TX)
- …next 5 years. POSITION OVERVIEW We are seeking a self-motivated, empathetic, and client -focused Laser Specialist to provide safe and effective tattoo removal ... with an in-studio Sales Consultant to provide a holistic client experience. The professional we're looking for is comfortable...of paid volunteer time per year + Employee Emergency Fund to assist in times of financial hardship +… more
- Regions Bank (Dallas, TX)
- …the system. **Job Description:** At Regions, the Credit Products Real Estate Product Specialist is a client -facing role, partnering directly with coverage on the ... bankers to develop strategies to deliver credit solutions that can best meet client needs and identifies actionable ideas that can help achieve their goals +… more
- CoStar Realty Information, Inc. (Boston, MA)
- …and rating agencies. **Role Description:** We are looking for a dedicated and client -oriented Product Training Specialist to join the growing Boston-based team. ... Product Training Specialist Job Description CoStar Group (NASDAQ: CSGP) is...knowledge of our risk product, portfolio analytical skills and client communication skills. The role is to help facilitate… more
- UMB Bank (Kansas City, MO)
- …environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Loan Specialist Senior-Real Estate Group associates ... provides loan support and loan decisions to their internal partners. The Loan Specialist Senior-Real Estate Group has a specific and impactful function for our… more
- ST MICHAEL'S INC (Fort Belvoir, VA)
- …we invite you to read on. ABOUT THIS ROLE St. Michael's is hiring a Contract Specialist to support a Department of Defense client . As the Contract Specialist ... contract clauses for vendors and Government officials. You will be in a client -facing role that will benefit from your previous experience assisting the Contracting… more
- Morgan Stanley (Washington, DC)
- …Financial Advisors and their clients, we can tailor banking and lending solutions to client needs. The Cash Management Specialist will consider the needs of the ... integrating cash management services within the wealth management process. The Cash Management Specialist will be assigned to a Region (or a subset of Markets within… more
- Neuberger Berman (New York, NY)
- …Sales team in the New York office. **Responsibilities** + Support of Alternatives Specialist Team and Client Advisors in all aspects of registered PE ... US financial intermediaries + Coordination among NB internal constituencies of the Fund , including the Private Markets Investment Team, Sales Management, Client … more