- Citigroup (San Antonio, TX)
- …the NAM TTS CCB Client Onboarding Account Maintenance Specialist serves as the liaison between operations staff, relationship managers, project ... The NAM TTS CCB Client Onboarding Account Maintenance Specialist...Specialist is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation… more
- Charles Schwab (Westlake, TX)
- …to increased retirement and healthcare investment flexibility through PCRA and HSBA. As a ** Client Service Specialist ** in PCIS, you will deliver a wide range of ... external and internal clients and business partners including Service, Operations , Product, Client Experience, and Trading. You...Experience, and Trading. You will analyze and respond to client issues related to account management, problem… more
- Moss Adams LLP (Portland, OR)
- ** Client Operations Specialist ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... unique opportunity to join our growing RIA as a Client Operations Specialist . The ...**Responsibilities:** + Prepare, research, review, submit and execute accurate client account paperwork and supporting documents, including… more
- City National Bank (Newark, DE)
- *CENTRAL OPERATIONS ACCOUNT MAINTENANCE SPECIALIST * WHAT IS THE OPPORTUNITY? The Central Account Maintenance Specialist is responsible for managing ... from Wealth Mgmt. and International departments to create and maintain customer/ account records in CIS * Process requests to reassign relationships, ensuring… more
- Carrier (Wallingford, CT)
- …& credit holds + Submit Tax Exemption updates + Work with our technicians and operations teams on Clearing Account review and processing + Process parts ordering ... plan and accomplish assigned tasks in support of specialized client requirements. Located within a local branch office, this...5 years of experience in customer service or service operations or bachelor's degree. + 2 years of experience… more
- Quad (West Allis, WI)
- …we can always create a better way. Quad is currently seeking a Fulfillment Account Specialist to work in the West Allis Warehouse Location. The Fulfillment ... Account Specialist is responsible for supporting Fulfillment...and requirements. + Issue Resolution of internal barriers with operations and client needs being met. +… more
- Robert Half Accountemps (San Diego, CA)
- Description Robert Half is looking for a detail-oriented and proactive Account Specialist to support our clients with their financial and customer account ... account activities, and providing exceptional customer support. The Account Specialist will handle a variety of...Support efforts to streamline processes and improve efficiency in account operations . Requirements + 2+ years of… more
- Cleveland Clinic (Beachwood, OH)
- …most respected healthcare organizations in the world. The core responsibility of the Sales Account Specialist is to manage and support a designated book of ... related information. Keeps accurate records to enhance call continuum with account discoveries, client communication and issues. + Completes Expense Reporting… more
- The Hartford (San Antonio, TX)
- …accomplish theirs, too. Join our team as we help shape the future. The Construction Account Specialist (CAS) or Senior Construction Account Specialist ... services to construction clients is paramount. Job requires travel for client site surveys and/or agency meeting/presentations. Travel could involve car and… more
- CIBC (Chicago, IL)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Client Specialist role is a direct customer facing role. ... for ongoing AML/KYC reviews and ensuring all docs meet the regulatory requirement. The Client Specialist primary purpose is to ensure objectives related to … more