- First Horizon Bank (Germantown, TN)
- …is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist . The Mortgage ... high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... JPMorgan Chase wealth services to best meet the objectives of each client . As a Client Specialist within JP Morgan Wealth Management, you will focus… more
- TD Bank (West Palm Beach, FL)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team...Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas +… more
- First Horizon Bank (Morristown, TN)
- …On site at location listed in job posting. **Summary** : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a ... contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client … more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service and ... ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal… more
- Huntington National Bank (Bloomfield Hills, MI)
- Description Summary: Client Specialist for Government Guaranteed - Small Business Association (SBA) 7a line of business, provides administrative support for the ... SBA Product Specialist Sales Team and is responsible for the day...the day to day interaction between Huntington and the client , coordinating the closing of SBA 7a loans. Processes… more
- First Horizon Bank (Mount Pleasant, SC)
- **Description** **Location:** On site at location listed in job posting. **Summary:** The Client Specialist role supports the line of business by providing ... ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal… 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...and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury… more
- JPMorgan Chase (Pasadena, CA)
- …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...and locking interest rates at the request of the Client Manager/ Client + Act as a liaison...rates at the request of the Client Manager/ Client + Act as a liaison between the … more
- HUB International (Dublin, OH)
- …If the answer is yes, we have the perfect opportunity for you._ _Our Client Specialist position a great starting point within our benefits consulting team, ... where you will be responsible for client relationship management, with opportunities for career growth, development and mentorship. No previous insurance experience… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The SBA Client Specialist Sr works with Product Specialists, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title ... SBA Compliance and preparing the loan commitment package. + Reviews other Client Specialists' commitment letters for accuracy. + Orders third party reports and… more
- Insight Global (Eatontown, NJ)
- Job Description Insight Global is looking for a Accounting Client Specialist for a local Eatontown, NJ software company. This person would be responsible for ... live chat, etc.) * Responding promptly to customer inquiries * Help Desk-log client support requests & resolutions We are a company committed to creating diverse… more
- Adecco US, Inc. (Franklin, TN)
- Adecco is assisting a local client recruiting for Client Services Specialist II opportunities in Franklin TN This is an excellent opportunity to join a ... healthcare company, evolving from its roots as a retail pharmacy. If Client Services Specialist sounds like something you would be interested in, and you meet… more
- WTW (Chicago, IL)
- **Description** The Client Onboarding Specialist will be responsible for delivering an exceptional client experience at the outset of a new prospect or ... and set up in WTW systems to complete the onboarding process. The Client Onboarding Specialist will liaise with the producer, sales operations, and the entire … more
- CityVet (San Antonio, TX)
- …and create a welcoming environment for all. Make pet care your purpose The Client Service Specialist (CSS) serves as the clinic's primary point of contact ... 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 relationships with… more
- Intercontinental Exchange (ICE) (Provo, UT)
- Overview **Job Purpose** The Senior Client Support Specialist will lead and oversee a team of specialists to achieve organizational goals. This involves ... directing, and coaching specialists to ensure efficient and effective operations. The Senior Client Support Specialist acts as a subject-matter and product-area … more
- PNC (San Diego, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be ... based in Irvine, CA. Client Solution Specialist (CSS) provides support to Underwriters (UW), Credit Products Specialists (CPS), Regional Managers, and clients by… more
- ADP (Louisville, KY)
- …Innovation, Each Person Counts, Results-Driven, - Social Responsibility.** **POSITION SUMMARY:** Client Service Specialist is responsible for developing and ... direct client contact for retirement plan services. The Client Service Specialist is responsible for communicating with clients regarding service delivery,… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Private Bank organization, you will be ... responsibilities may be performed remotely, at the manager's discretion. The Client Solution Specialist Sr is the trusted partner to the Wealth Management… more
- Truist (Atlanta, GA)
- …(United States of America) **Please review the following job description:** The Client Implementation Specialist III is directly responsible and accountable to ... to achieve our vision and improve revenue realization. The Client Implementation Specialist III is focused on applying wholesale, banking, and communications… more