- Huntington National Bank (Fort Mitchell, KY)
- Description Summary: HFA Service Specialists II provides client relationship building partnerships with Advisor (s) and is responsible for the day-to-day ... activities and interaction between the client and Huntington, in terms of the establishment, documentation...Services + Minimum of 9 months of customer service experience within Investments/Financial Services + Series… more
- Fannie Mae (Washington, DC)
- …and deliver products that address those needs. * Act as a trusted advisor , managing client relationships and providing consultative analytics support. * ... Qualifications Active Directory (AD), Active Directory (AD), Amazon Web Services (AWS), Artificial Intelligence (AI), Atlassian JIRA, Authentication Management,… more
- EverBank (Westlake Village, CA)
- …+ Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the client 's ... Responsibilities and Duties** + Promotes the organization's banking financial services suitable for the client based on...and opening new accounts, with a focus on personalized service + Proven ability to acquire, retain, and deepen… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... investment management, financial planning, lending strategies, and tailored family office services , all while building lasting client relationships that span… more
- Bank of America (North Bethesda, MD)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive… more
- WTW (Tampa, FL)
- …to junior team members. **The Role** **Clients** + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... more years of progressive investment experience, ideally gained in a client - service oriented environment (consulting, investment management or portfolio… more
- Bank of America (San Diego, CA)
- …and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. **Specific ... cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern, digital first… more
- Cognizant (Phoenix, AZ)
- …to cross-selling Cognizant's emerging services . The SLS will collaborate with the Client Partners in achieving "trusted advisor " status and have a mix of ... **Overview** In this role, the SLS ( Service Line Specialist) will focus on Software &...& Maintenance Services along with Quality Assurance Services . He or she will balance client /project… more
- Brighton Health Plan Solutions, LLC (Las Vegas, NV)
- …as the single point of contact and accountability for all aspects of service , operations, and client satisfaction. The ideal candidate brings a consultative ... Responsibilities + Serve as the primary liaison and trusted advisor for the client , managing day-to-day communications,...needs. + Provide leadership for dedicated onsite operations and service team members. + Meet or exceed client… more
- Brooklyn Defender Services (Brooklyn, NY)
- …with supervisor to review caseload, discuss case strategy, and prepare for trial. + Be an advisor to the client when decisions are made about the case. + Meet ... Brooklyn Defender Services (BDS) is seeking Experienced Attorneys to join...collaboratively to bring about the best outcome for each client . Under the direct supervision of a Supervising Attorney,… more