- JPMorgan Chase (San Francisco, CA)
- …appropriate JPMorgan Chase wealth services to best meet the objectives of each client . The Client Specialist provides high level advice and counsel, ... wealth management solutions, and delivers a high level of service . As a Client Specialist ...a Trust Officer in instances where we deliver trust services to the client **Job Responsibilities** +… more
- Metro One Loss Prevention Services Group (Union, NJ)
- …of activities to ensure strong service levels. We're looking for a strong Client Specialist to provide oversight of our Officers in the field. Client ... One is a rapidly growing company currently hiring a Client Specialist with 1-2 years minimum experience....compliance. + Work closely with Performance Manager to exceed service levels. + Enforce Metro One LPSG Uniform Policy.… 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
- First Horizon Bank (Coral Gables, FL)
- …location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an ... of individuals, relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and… more
- First Horizon Bank (Memphis, TN)
- …location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an ... of individuals, relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and… more
- CTG (Raleigh, NC)
- **CTG is seeking to fill a Technical Client Specialist - Qualcomm Technology role for our client in Raleigh, NC.** **Location:** Raleigh, NC (Hybrid Remote) ... highly desirable **Experience:** * Proven experience in a technical sales, technical client specialist , or related customer-facing technical role * Background in… more
- First Horizon Bank (Charlotte, NC)
- **Description** **Location:** As listed in Job Posting **Summary** The Client Specialist Team Lead will serve as Team Lead to Client Specialists in Market. ... of banking experience + Must be highly team and client service focused, detail-oriented, organized, and have...Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and… more
- First Horizon Bank (Houston, TX)
- …school diploma or GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in the banking industry + Proficiency ... and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client 's withdrawals on lines of… more
- Huntington National Bank (Detroit, MI)
- …of Huntington. + Responsible for peer to peer coaching and development of Client Specialist colleagues. + Will support larger, more complex transactions ... position is responsible for the day-to-day interaction between Huntington and the client , coordinating the closing of loans for Community Lending customers with 3MM… 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