- Raymond James Financial, Inc. (Southfield, MI)
- …You'll Love It Here** + Supportive, fast-moving team environment. + Exposure to financial operations and client service best practices. + A role that keeps you ... **What You'll Do** + Process client liquidation requests with speed and accuracy. +...in task execution. + Familiarity with financial systems and client service workflows. + Ability to manage multiple requests… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of tasks assigned by one or more partners such as Account Managers, Client Executives, Sponsor Connect teams or Contact Center to support the daily administration ... to determine the best course of action. + Identify client needs and appropriate internal or external teams to...and identify/submit updates as needed. + May handle certain client relationship responsibilities. + May be assigned to cross-functional… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is ... WFH 2 days once trained This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than… more
- Adecco US, Inc. (Dallas, TX)
- Adecco is assisting a local client recruiting for Operations Specialist opportunities hybrid in Dallas, TX. This is an excellent opportunity to join a ... with a company that takes pride in their employees and their work. If Operations Specialist sounds like something you would be interested in, and you meet the… more
- WTW (Greenville, SC)
- …of all service delivery (GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist ) on escalations + Gather and receive all ... client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the… more
- First Horizon Bank (Germantown, TN)
- …Warehouse is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist . The ... Specialist provides customer service support and loan operations support to the high-value clients of the Mortgage...of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse… more
- Motion Recruitment Partners (Phoenix, AZ)
- …- $18.31/hr Come join our team. Our client is looking for a Vehicle Operations Specialist for a 12-month contract and will be working remotely. Our client ... Vehicle Operations Specialist (Hybrid) Phoenix, Arizona **Hybrid** Contract $18.31/hr… more
- Citizens (San Francisco, CA)
- …departments, including Sales, Product, Relationship Managers, Client Services, and Operations . The CPS Specialist is also responsible for providing Treasury ... Specialist is responsible for owning and resolving all client inquiries, by developing a deep understanding of Commercial...improve SLAs, decrease operational effort, and increase the overall client experience. The CPS Specialist will also… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …new employee training, ongoing client support, and troubleshooting. The ACH Operations Specialist also performs daily General Ledger reconciliation of Check, ... HOURS:** **4 PM - 1 AM** **SUMMARY:** The ACH Operations Specialist manages the daily processing windows...and exception processing + Manage transaction fraud monitoring and client communication + Assist the ACH Team Lead on… more
- Insight Global (Buckeye, AZ)
- …Description Insight Global is seeking a customer-focused and solutions-driven Client Service Specialist to support client operations at our clients newly ... supporting large fortune 100 clients -Experience Investigating and resolving client complaints by identifying root causes, recommending solutions, and ensuring… more