- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a ... loans, foreign exchange, all types of deposit booked in New York Branch + Collect, retrieve, verify, and update...Head and senio r staffs to develop and implement client relationship strategies that align with the… more
- Robert Half Finance & Accounting (Chicago, IL)
- …prefer to promote from within. Job Description: We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service ... functions, including but not limited to: + Maintaining information in the Client Relationship Management System + Exception report review + Preparation… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays a critical role in supporting the bank's relationship management ... client 's financial transactions, ensuring accurate documentation, maintaining client records, and facilitating smooth communication between clients and internal… more
- Aegon Asset Management (Cedar Rapids, IA)
- …Validate information and identify/submit updates as needed. + May handle certain client relationship responsibilities. + May be assigned to cross-functional ... Job Family Account / Relationship Management About Us At Transamerica, hard work,...by one or more partners such as Account Managers, Client Executives, Sponsor Connect teams or Contact Center to… more
- FirstBank PR (San Juan, PR)
- …role works closely with Business Relationship Officers (ROs) in generating new client relationships by proactively following up with prospects and ensuring ... one place for you. A Brief Overview The Business Relationship Specialist is responsible for managing and...sales, and cross-selling processes, helping to deliver a seamless client experience. Additionally, the Specialist helps maintain… more
- Regions Bank (Austin, TX)
- …careers section of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship ... Commercial Banking clients for all servicing requests related to client relationship + Attends weekly scheduled meetings... Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc.… more
- TD Bank (Melville, NY)
- …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...matter expert to Sales Support team + Coordinates with relationship mangers to ensure that all new … more
- Charles Schwab (Phoenix, AZ)
- …by providing expert Estate guidance to our clients and advisors. The Estate Relationship Specialist role is primarily focused on resolving Estate cases. This ... work experience) . Ability to learn, apply and retain new information and skills with an emphasis on understanding...client , which can help retain and expand their relationship with Schwab. . Display ownership and empowerment to… more
- Regions Bank (Cumming, GA)
- …percentage + Adhering to the stated Service Level Agreement + Manages new client onboarding experience which includes requesting documentation execution, ... section of the system. **Job Description:** At Regions, the Treasury Management Relationship Support Specialist provides sales support to Treasury Management … more
- USG Insurance Services, Inc. (Canonsburg, PA)
- ARS Position: Agency Relationship Specialist Location: Canonsburg, PA Company: USG Insurance Services, Inc. / USG Holding Job Title: Agency Relationship ... Full-time (40 hours per week) M-F 8:30-5:00, The Agency Relationship Specialist will work in the Canonsburg,...sales departments. This individual will be responsible for driving new business and educating agents on quoting platforms and… more