- Wells Fargo (Palm Beach, FL)
- …of product management excellence by creating a culture of innovation, product excellence, client service and risk mitigation. **About this role:** Wells Fargo is ... functions known as centers of excellence to support all client coverage channels. **Banking, Lending, & Trust **...seeking a Senior Business Accountability Specialist . The Senior Business Accountability Specialist plays… more
- Capital One (Tallahassee, FL)
- Senior Manager, Customer Trust & Field Security Specialist - Capital One Software (Remote) About the Role: We are seeking an experienced and detail-oriented ... & Transparency: Scale and build upon existing programs like the Customer Trust Center, providing customers with self- service access to relevant security,… more
- First Horizon Bank (Fort Lauderdale, FL)
- …FL; Knoxville, TN; Raleigh, NC; Winston Salem, NC **Summary** The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through ... a full service platform. Assists in achievement of sales revenue by...building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance … more
- WTW (Miami, FL)
- …capabilities + Must be results oriented + Ability to provide superior customer service to the client and the sureties + Strong organizational skills ... unlock potential. Learn more at wtwco.com . **Description** The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account… more
- ADP (Maitland, FL)
- ADP is hiring a ** Client Support Specialist ** . + _Are...+ 3 - 5 years of experience working in client service /customer service environment or ... technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your...have a way with clients that builds rapport, establishes trust , and shines with professionalism. Over the phone and… more
- Charles Schwab (Tampa, FL)
- **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 ... for you. **What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous experience in… more
- Percepta (Melbourne, FL)
- …deliver and foster a premier level of service for customers based on trust and respect. The Digital Communication Specialist must have a genuine passion for ... **Description** **French Bilingual Digital Communication Specialist ** At Percepta, we bring first-class service...business conversations and chat dialogue + High level of trust and integrity + Exercise good judgment + Ability… more
- Truist (Fort Myers, FL)
- …Specialist , trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. Demonstrate ... to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held… more
- Bank of America (Jacksonville, FL)
- …Series 66 licenses. * Leadership capabilities. **Skills Used in this Role:** * Establishing Trust * Customer Service * Overcoming Objections * Consulting * Risk ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Jacksonville,...where the representative is expected to take several inbound service calls daily to solve for financial needs. Key… more
- Regions Bank (West Palm Beach, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank ... products and services ( trust , insurance, deposits, credit, mortgage, investment, etc.) to affluent...Facilitates day to day standard transactional needs of the client base, including processing deposits, payments, account transfers, bill… more