- H&R Block (Hamilton, NJ)
- …where you live, work, and play, our door is always open. A Typical Day As a Client Care Specialist at H&R Block, you are the welcoming face and trusted guide for ... of tax related experience + 1-2 years of customer service experience, preferably in a client -facing role...and empathetic manner. + Strong interpersonal skills with a client -first mindset and the ability to build trust… more
- Charles Schwab (Westlake, TX)
- …estate and tax planning, active investing, managed banking, and lending needs. As a ** Client Relationship Specialist (CRS)- Ultra High Net Worth** , you will ... this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a...is a key component of our business strategy. **Our Client Relationship Specialist will pursue this mission… more
- DESC (Seattle, WA)
- Client Engagement Specialist - Night Shift, STAR Center Seattle, WA (http://maps.google.com/maps?q=619+3rd+Ave+Seattle+WA+USA+98104) *STAR Center Apply Job Type ... by SEIU Healthcare 1199NW. **About DESC:** DESC (Downtown Emergency Service Center) is a nonprofit organization working to help...to homelessness. **JOB DEFINITION:** We are looking for a Client Engagement Specialist (CES) who will work… more
- DESC (Seattle, WA)
- Client Engagement Specialist - DBHC Seattle, WA (http://maps.google.com/maps?q=517+3rd+Ave+Seattle+WA+USA+98104) *DEAC Apply Job Type Full-time Description ... by SEIU Healthcare 1199NW. **About DESC:** DESC (Downtown Emergency Service Center) is a nonprofit organization working to help...to homelessness. **JOB DEFINITION:** We are looking for a Client Engagement Specialist (CES) who will work… more
- CIBC (Chicago, IL)
- …diligence and collecting legal documents. You will also be responsible for being the dedicated client service contact for this high profile client base. _At ... 6th Fl **Employment Type** Regular **Weekly Hours** 40 **Skills** Account Openings, Client Service , Communication, Customer Service , Investigating, Know Your… more
- PNC (Cleveland, OH)
- …and have an opportunity to contribute to the company's success. As a Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based ... and trust administration and the delivery of an exceptional client experience including inventory and collection of estate assets, estate distribution, and… more
- First Horizon Bank (Morristown, TN)
- …On site at location listed in job posting. **Summary** : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a ... full service platform. Assists in achievement of sales revenue by...building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance … more
- WTW (Charlotte, NC)
- …capabilities + Must be results oriented + Ability to provide superior customer service to the client and the sureties + Strong organizational skills ... unlock potential. Learn more at wtwco.com . **Description** The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account… more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service ... operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and… 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....Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts. Recordkeeping:… more