- Umpqua Bank (Pendleton, OR)
- Client Service Specialist Retail Banking Group Pendleton, Oregon **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... this through the dedication of our associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,...the first point of contact for most clients, the Client Service Specialist (Teller)play a key… more
- JPMorgan Chase (San Diego County, CA)
- …and counsel, offers attractive wealth management solutions, and delivers a high level of service . As a Client Specialist within JP Morgan Wealth Management, ... The Client Specialist is a sophisticated wealth...The Client Specialist is a sophisticated wealth expert that focuses...A Financial Planner for certain clients + An Insurance Specialist for certain clients + A Trust … more
- M&T Bank (Chicago, IL)
- …Degree focus on Finance, Business, Economics or Accounting CCTS (Certified Corporate Trust Specialist ) certification if corporate trust focus Strong ... trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust ...minimum of 2 years' relevant work experience with direct client contact Strong focus on customer service … more
- Commerce Bank (Wichita, KS)
- …of education and experience required + 5+ years of experience in providing high level client service in a similar role required + Primary focus on trust ... management advisory services to high-net worth clients of Commerce Trust . Essential Functions + Perform service and...some roles. This compensation range is for the Private Client Advisor Specialist job and contemplates a… more
- M&T Bank (Wilmington, DE)
- …year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist ) certification if corporate trust focus Strong skills ... trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust ...minimum of 1 year relevant work experience with direct client contact Strong focus on customer service … 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. ... and ensuring all docs meet the regulatory requirement. The Client Specialist primary purpose is to ensure... primary purpose is to ensure objectives related to client service and support with CIBC's internal… more
- Umpqua Bank (Puyallup, WA)
- Client Service Specialist - Float Retail Banking Group Puyallup, Washington **Description** **About Us:** At Umpqua, we create a great place to work by ... this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,...the first point of contact for most clients, the Client Service Specialists(Teller)play a key role in… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Specialist ** , you will service international (non-US residents) and domestic clients with all a ... 63 licenses required + 1-2 years of experience in Client Service , Financial Services and/or Brokerage Services...your knowledge in personal finance + Ability to establish trust and rapport with clients over the phone, chats… more
- Fiserv (Berkeley Heights, NJ)
- …knowledge transfer and continuously improving our training processes to build and maintain client trust . **What you will do:** + Deliver engaging training ... scale, come make a difference at Fiserv. **Job Title** Client Training - Specialist ** Client ...of our solutions, enhancing their operational efficiency and customer service quality. You will embody our values by creating… more
- CIBC (Chicago, IL)
- …and delivering integrated cash flow and treasury management solutions. As the Senior Client Banking Specialist , you will be accountable to perform after sales ... + **Relationship Building -** As a project manager the Client Solutions Specialist will lead and manage...**Business Development -** Identify, through the analysis process and client dealings, other potential sales and/or service … more
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