- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Electronic Services Specialist - Commercial Cash Management or Senior Electronic ... system implementations + Ensure accurate and productive setup of client product on customer accounts + Work closely with...record to ensure all required documentation is collected for account setup + Perform other duties as assigned Knowledge,… more
- AON (Milwaukee, WI)
- Surety Account Specialist Do you have a basic knowledge of Surety, bond issuance, execution, and bond management applications? Or do you enjoy working in an ... What the day will look like As a Surety Account Specialist your day will vary depending...expiration lists and update the corresponding records, according to client 's wishes and needs. + Maintain accurate electronic… more
- Blue KC (Kansas City, MO)
- …financial assistance** **Employee discount program** **Job Description Summary:** The Sales Account Specialist is responsible for coordination and execution with ... and will coordinate team events, monitor and respond to client and broker inquires, and conduct research to assist...Benefit Summaries) and Medical Certificates + Collaborate with Key Account Consultants and Account Executives to align… more
- City National Bank (New York, NY)
- …You will not be employed by City National Bank. *The Opportunity* The New Account Specialist provides operational support to the Portfolio Manager Team and ... up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check...in our bookkeeping system and upload them to our client account database. * Review all outgoing… more
- Wells Fargo (Charlotte, NC)
- …goals. + Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, ... this role:** Wells Fargo is seeking a Securities Operations Specialist in the Trust Services team within Wealth &...Wealth & Investment Management within our Security Control & Account Transfers (SCAT) team. The SCAT team is responsible… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and ... client accounts while ensuring exceptional service delivery. The ideal... and state bar trust accounts. Recordkeeping: Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds,… more
- Deluxe (Calabasas, CA)
- We're looking for a detail-oriented and customer-focused Client Relations Specialist to join our team. In this role, you'll support business filing operations, ... vary depending on job-related knowledge, skills, location, experience and take into account internal equity. Benefits In line with our commitment to employee… 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
- City of New York (New York, NY)
- …Standard (HQS) inspection results; and providing customer service to stakeholders through our Client Services office, call center and the DTR Portal. Your Role: ... Client Services Specialists in the Division of Tenant Resources...answers to their inquiries and concerns - Review clients account in order to provide them with updates regarding… more
- ConvaTec (Oklahoma City, OK)
- …Medical. To provide service support, through inbound and outbound calls, for the Account Management teams for new and existing customers of 180 Medical receiving ... as well as provide necessary communication to Teams and Sales regarding customer account status + Place orders, make changes or adjustments to upcoming orders in… more